The Extraction Ep 33: Tax Strategy vs CPA: What Every Dentist Should Know

The Extraction Ep 34: Turn Dental Data Into KPIs That Drive Practice Growth

Better dental data can change how practices grow, measure performance, and choose technology. In this episode, Kyle Bergman and TeamCare co-founder and CEO Colin Ambler talk with Jake Larsen, co-founder at Kala, about the data layer behind modern dental operations. Jake shares his path from the early days of Weave, where he spent 10 years in sales, go to market, partnerships, and strategy, to building Kala with ex-Weave teammates. The conversation breaks down why PMS access matters, how Kala Unify supports startups through one API, why Sync helps DSOs centralize data, and how Flow connects marketing leads to revenue in the PMS. Jake also explains why growing practices should watch hygiene as a leading indicator, including the idea of True Hygiene Value and the 3 to 6 month impact when hygiene weakens. https://getkolla.com/ www.teamcaredental.com

The Extraction Ep 33: Tax Strategy vs CPA: What Every Dentist Should Know

Most dentists work hard. Too many overpay in taxes because they rely on reactive advice instead of proactive planning. In this episode of The Extraction Podcast, Kyle Bergman and TeamCare CEO Colin sit down with Rachel Michaelov, Founder and CEO of Empire Tax Advisors and Practice Wealth Partners. Rachel shares how a dentist with a large tax liability inspired her to specialize in advanced tax strategies for practice owners. She explains the critical difference between tax preparation and tax strategy, why many dentists write six-figure checks to the IRS unnecessarily, and what practice owners can do before year-end to reduce taxable income legally. Rachel also breaks down entity structure mistakes, reasonable compensation for S Corps, cost segregation strategies, R&D tax credits, and why buying equipment solely for tax savings can backfire. This conversation is packed with practical insights for dentists who want to build wealth while growing their practices. www.teamcaredental.com [www.teamcaredental.com] www.empiretaxusa.com [www.empiretaxusa.com]

The Extraction Ep 32: The Dental Membership Playbook for Growth & Recurring Revenue

Dental insurance may not be the retention tool most practices think it is. In this episode of The Extraction Podcast, Kyle Bergman sits down with Paul Lowry, co-founder of Dental Menu, to unpack what makes membership plans successful and why many in-office plans fall short. Paul shares lessons from a 250,000-patient study that revealed a dramatic gap between cash-pay patient retention and insured patient retention. He explains the difference between discount plans and true membership plans, how subscription-style models can create recurring revenue, and why patient loyalty increases when practices focus on access to care instead of one-time discounts. The conversation also explores referral programs, rewards strategies, team incentives, practice valuation, and the operational importance of accurate practice management software accounting. If you want to reduce dependence on insurance while creating a more predictable and profitable business, this episode delivers practical frameworks you can apply immediately. www.teamcaredental.com [www.teamcaredental.com] www.dentalmenu.com [www.dentalmenu.com]

The Extraction Ep 31: Build Dental Wealth With Smarter Practice Systems

Matt Peterson, financial planner at Cain Watters, joins TeamCare co-founder Colin Ambler and his co-host, Kyle Bergman, to break down what actually builds long term wealth in dentistry. Matt shares why strong production alone does not guarantee financial success, and why the best practices focus on systems, clarity, and operating inside their zone of excellence. The conversation covers Cain Watters’ “3 to 1” philosophy, how compounding wealth works for practice owners, and why the first dentist to reach that milestone often wins financially. Matt also explains how real-time practice analytics can help advisors make proactive decisions around retirement savings, taxes, insurance participation, and growth strategy. You’ll also hear why Cain Watters clients stay for an average of 20 years, how benchmarking data is shaping the future of dentistry, and the biggest money myth many dentists still believe. www.cainwatters.com [www.cainwatters.com] www.teamcaredental.com [www.teamcaredental.com]

The Extraction Ep 30: Stop Losing Patients After Hours

In this episode, Conner Ludlow, CEO of Annie AI Voice, breaks down how dental practices can actually use AI to drive real results. Not hype. Not theory. Real workflows that capture missed opportunities and turn them into revenue. Conner shares his journey from software engineer to dental operator, including early lessons from running a call center and why scheduled appointments without outcomes fail. He explains why AI should be treated as a tool, not a silver bullet, and where it delivers the most impact today. Think after hours call handling, website chat conversions, and automated follow ups. The conversation also explores how TeamCare and Annie work together. TeamCare identifies patient needs from practice data. Annie executes outreach through calls, texts, and chat. The result is a system that replaces missed calls, reduces front desk burden, and improves patient experience. If you want practical ways to increase bookings and stop losing patients, this episode is for you. Hello Annie https://helloannie.com [https://helloannie.com] TeamCare ⁠www.teamcaredental.com [www.teamcaredental.com]