Welcome to The Savvy Dentist Podcast, the show where great dentistry meets great business. Each episode, we bring you insightful conversations with industry leaders and experts, offering you the wisdom and tools to create a thriving dental practice.

As dental practitioners and practice owners we all know that getting your documentation right is critical and when you get it right, it gives you that terrific peace of mind. When it’s not documented properly, then you’re at risk of having disputes and issues.

In this episode, Dr. Jesse Green introduces us to lawyer Zac Herps. He’s not just a lawyer, but a beacon of expertise for dental professionals navigating the complex legal landscape. 

Zac, with his extensive knowledge and experience, has been instrumental in helping dentists across the country safeguard their practices and make informed, strategic decisions. He shares invaluable insights into the legal challenges and opportunities that every dental practitioner should be aware of.

Zach and Jesse talk about the importance of having great advisors around you at all times.

  • [3:37] – How do you know if it’s good advice?
  • [11:49] – The structure and documentation suite you will need as a solo practitioner.
  • [14:35] – Directors duties and responsibilities explained.
  • [17:58] – What’s the go with data protection in your practice?
  • [21:45] – Facility agreements and how to protect your intellectual property.
  • [24:38] – Is a ‘restraint of trade’ worth the paper it is written on?
  • [31:45] – Documentation that is commonly overlooked when growing your practice.
  • [40:49]  – Estate planning checklist.