Dr. Lior Tamir joins Dr. Mustafa Shah-Khan to share his journey from clinician to software founder and practice owner. He discusses the gaps in traditional practice management systems, why dentistry needs true CRM/PRM tools, and how The Dental App helps practices streamline operations, improve follow-up, and drive predictable growth. A must-listen for dentists who want to simplify their workflow, increase efficiency, and run more profitable, human-centered practices.

• CRM vs. PMS vs. PRM in dentistry
• How practices lose revenue without realizing it
• Automation and AI-driven workflows
• Insurance claims, aging, and payment speed
• Growth through efficiency, not just new patients
• Building streamlined, data-driven systems
• Entrepreneurship and innovation in dentistry
  
  

Dr. Lior Tamir is a dentist, practice owner, and founder of The Dental App, a cloud-based practice management platform built to modernize operations and help dental teams grow with clarity and efficiency. With a background in tech, advertising, and clinical dentistry, he brings a unique perspective to solving the everyday challenges practice owners face. He is passionate about creating more powerful, profitable, and human practices through better systems.

00:20 – Introduction to Dr. Lior Tamir
01:10 – Becoming a dentist during the recession & leaving clinical dentistry
03:00 – Building software in the advertising world
05:30 – Returning to dentistry with a new perspective
07:15 – Why dentistry never had a real CRM
10:40 – The power of patient follow-up & outstanding treatment
13:10 – Integrating CRM + PMS into one platform
16:00 – Automating hygiene recall and patient communication
19:30 – How AI will support dental practices
22:00 – Tracking preferences, pipelines, and patient behavior
24:45 – Insurance workflows and getting paid faster
28:00 – Growth through operational efficiency
31:00 – Managing high-value cases like Invisalign
33:40 – The Dental App's open ecosystem & App Store model
37:10 – Cloud-based PMS vs. server-based systems
42:45 – What it means to simplify a dental practice
47:30 – Advice for entrepreneurial dentists

Connect with Dr. Lior Tamir:

Request a Demo
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🌐 Website: simplifydds.com
🎧 Podcast: Available on all major platforms
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Our guest today is Rob Montgomery, an attorney focused on dental legal solutions and a co-host of the Dental Amigos podcast. Rob joins us to discuss the critical legal, operational, and personal aspects of your dental practice.

The conversation dives deep into the complex world of selling a dental practice, focusing on the common pitfalls when dealing with buyers. Rob emphasizes that happiness in a sale is not always about squeezing the highest valuation. He cautions practitioners against partnering with buyers who will ultimately make them miserable for the next five years, stressing the importance of protecting the team and the enjoyable practice you've built.

Episode Navigation

02:50 – Discussion on the importance of the legal framework in dental practice partnerships.
06:15 –The need for proper documentation and legal clarity when bringing on partners.
15:30 – Insights into the process of selling a dental practice and dealing with DSOs (Dental Service Organizations).
28:40 – Rob's perspective on happiness in a sale: it's not always about the highest dollar amount.
32:00 – The importance of protecting the practice culture and the team during a transition.

What You'll Learn in This Episode

✅ Why happiness in selling your practice is not always about squeezing the highest valuation.
✅ The risks of partnering with buyers who could make you "absolutely miserable" for the next five years after a deal.
✅ How to prioritize protecting your team and your practice culture during the sale process.
✅ What an attorney focused on dental legal solutions actually does and how Rob got into the field.

Key Takeaways

• Happiness Over Highest Price: In a practice sale, happiness is not always about squeezing the highest valuation; prioritizing peace of mind is key.
• Avoid Misery: Be cautious of buyers who will make you "absolutely miserable" during the required post-sale work period.
• Protect Your Culture: The priority should be protecting the team and the enjoyable practice culture you've built.
• Legal Focus: Rob Montgomery is an attorney specializing in dental legal solutions who advises on the complex operational and legal aspects of selling a practice.

Featured Discussion Topics

• Selling Strategy
• Buyer Caution
• Legal Clarity
• Legal Focus

Meet Our Guest

Rob Montgomery is an attorney focused on dental legal solutions. He lectures widely on dental legal issues across dental schools and dental meetings. He is also a co-host of the Dental Amigos podcast.

Connect with Simplify Dentistry

Website: simplifydds.com
Podcast: Available on all major platforms

Topics: dental lawyer, solutions, dentists, selling strategy, buyer caution, legal clarity, legal focus

Join Dr. Richard Offutt as he sits down with Kara Kelley, founder and CEO of Clinical HR, to discuss how dental practices can strengthen their teams and reduce turnover through strategic HR. Kara shares how culture, compliance, and communication can be powerful tools for recruitment and retention—especially in today's competitive dental job market.

Learn why "competing with culture" matters more than competing on pay, how to create systems that support your people, and how simple communication can transform team loyalty and performance.

00:00 – Welcome and guest introduction
01:15 – How Kara found her way into HR and dentistry
03:25 – The evolution of HR awareness in dental practices
06:30 – What today's employees actually want from benefits
09:30 – Balancing rising costs and team expectations
11:20 – Using HR as a recruitment and retention tool
13:15 – Building culture and compliance together
15:25 – Competing with DSOs through culture, not dollars
18:40 – Retaining employees in a shifting job market
20:35 – Educating your team on total compensation and benefits
23:10 – The importance of recognition and appreciation
25:30 – Lessons Kara wishes she had learned sooner
28:00 – Final thoughts and how to access Kara's free resource

Strategic HR Matters

• HR isn't just paperwork—it's a foundation for team culture and stability.
• Awareness of HR compliance has grown; small practices must stay informed.
  
  

Culture Over Compensation

• You can't always compete on pay, but you can compete on culture.
• Flexibility, appreciation, and communication often outweigh raises.
  
  

Retention Through Recognition

• Employees stay where they feel valued and supported.
• Consistent feedback and appreciation improve morale and loyalty.
  
  

Education & Transparency

• Use total compensation statements to show the full value of employment.
• Clear communication prevents misunderstandings and builds trust.
  
  

• The evolution of HR in dentistry
• Recruiting and retaining dental teams
• Competing with DSOs and corporate practices
• Culture, compliance, and communication
• Total compensation and employee education
• Recognition and leadership in dental practices
  
  

Kara Kelley is the founder and CEO of Clinical HR, a consulting firm that helps dental practice owners build compliant, people-first teams. With a background in HR and business development, Kara specializes in strategic solutions that help dentists recruit, retain, and engage great employees.

Website: simplifydds.com
Podcast: Available on all major platforms

Topics: dental HR, team retention, dental culture, employee appreciation, HR compliance, dental recruiting, leadership in dentistry, practice management, dental business strategy