On today's episode, Dr. Mark Costes sits down with Jonathan Moffat, founder of Aligned Advisors, live from the Thrive Live conference in Las Vegas. With a background in scaling dental practices and advising dentists across the country, Jonathan shares his approach to turning overwhelmed dental professionals into confident business owners with a clear financial plan. He breaks down the concept of a family office—traditionally reserved for ultra-high-net-worth individuals—and how he's made it accessible to dentists through a flat-fee model that includes 200 annual checkpoints, customized financial flowcharts, and a collaborative team of dental-specific experts. Whether you're looking to scale, sell, or simply get your financial life in order, this episode is packed with game-changing strategies for dentists at any stage of their journey. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://alignedadvisors.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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