Covenant Wealth Management — Expert Interview Series
You Stop Seeing Patients
Most dental practice owners don't plan their exit. They just arrive at it. This conversation is about the systems, decisions, and financial moves that give you real options when that day comes.
A conversation with Steve Cartin, Founder of Dental Office Support and Rusty Russell, CFP®, CEPA®
Watch the Interview
Steve Cartin joins Rusty Russell, CFP®, CEPA®, to unpack what really drives the value of a dental practice — and why owners who exit well start building systems years before they ever think about selling.
- Where revenue quietly disappears in most practices
- What happens when a key person walks out the door
- How operations determines what a buyer will pay
- What leadership and stewardship look like day-to-day
The Practice That Runs Without You
Systems. Revenue. Resilience. What every practice owner needs to know before they're ready to sell.
Supporting Resources
A quick-read companion that captures Steve's key frameworks and action steps from the full conversation, organized by topic.
Featured Expert
Steve Cartin is the founder of Dental Office Support, a nationally recognized dental operations consultant with more than three decades of experience in insurance management, revenue cycle efficiency, and practice systems.
His work centers on one outcome: helping practices move from operational friction to transferable enterprise value, well before a transition is on the calendar.
About Covenant Wealth Management
We've helped business owners like you retire with confidence for over 25 years.
You focus on doing what you love. We focus on helping you structure a retirement plan built around the value of what you've worked to create.
We'll help align the sale of your practice with your future plans, whatever they may be. The financial variables and the personal ones belong in the same conversation.
Our team will work with you to organize your assets and build a full financial plan that prepares you for financial independence, across tax, investments, and legacy planning.
Schedule a complimentary call with a financial advisor who understands dental practice transitions and what it takes to build a practice worth handing off.
Talk to Our Team