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Covenant Wealth Management — Expert Interview Series

Built for the Day
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®

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Expert Interview

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
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Expert Q&A

The Practice That Runs Without You

How Dental Practice Systems Shape Successful Exits

Systems. Revenue. Resilience. What every practice owner needs to know before they're ready to sell.

Steve Cartin
Steve Cartin
Founder, Dental Office Support

Expert Interview Series

The Practice That Runs Without You
Supporting Resources

Supporting Resources

The Cliffs Notes
Interview Summary

A quick-read companion that captures Steve's key frameworks and action steps from the full conversation, organized by topic.

Steve Cartin

Featured Expert

About Steve Cartin

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.

Steve Cartin is not affiliated with Covenant Wealth Management or LPL Financial.

About Covenant Wealth Management

Powered by Covenant Wealth Management

We've helped business owners like you retire with confidence for over 25 years.

Rusty Russell, Covenant Wealth Management
Practice-Focused

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.

Purpose Driven

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.

Comprehensive

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.

Want to Talk It Through?

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