2024 Catalyst Group

2024 Catalyst Group
The Practice Sale Investing Blueprint:
Will You Have Enough?

Join this 4-week online small group for a masterclass in shepherding your wealth and maintaining autonomy and options after stepping away from a high-income practice.

Dates: April 30 - May 21

Taught by Dr. David Phelps, DDS. Featured in...

You’ve navigated your practice to an exit point. Are you prepared to shepherd your capital going forward?

To sell or not to sell… How do you evaluate the decision in light of the offers and exit opportunities being offered? 
How much is enough? Will you have enough to last once you step away from active income generation? How will you know? 
What is your plan for replacement income? Are you prepared to take a significant reduction in income upon the sale of your practice? What is your plan for replacing that income?
How will you protect your capital in the next correction? How exposed is your nest egg to market volatility, correction or unforeseen threats?

Do you know how to create, preserve, and manage cash flow as an investor?

You invested heavily in time and tuition to become an expert in your field. As a result, you have been able to successfully provide for your family’s security and lifestyle up to this point. 

However, transitioning from active income as a business owner to passive income as an investor is a major milestone for which few are prepared.

I started my "Plan B" investing (real estate) back in 1980 while a D1 in dental school.  Real estate made sense to me. It was an investment class I could understand and control - unlike the stock market.

20 years later, that "Plan B" income allowed me to sell my private practice when I was ready to buy back my time. Contrary to the typical retirement model, my net worth and and cash flow have continued to grow post practice sale. 

I want the same for you. 

Join me for this 4-week Practice Transition Group, and learn how to build a plan to shepherd your capital, avoid volatility, and create replacement income. 

How it will work:

1. On Demand Training

Each week I'll provide recorded training modules for you to watch on your own time.

2. Live Weekly Calls

There will be LIVE coaching calls with me and other instructors each Tuesday at 8pm CST on Zoom.

3. Private Online Group Access 24/7

You will also have access to a private online group where you can ask questions and engage throughout the course.  

Learn the foundational keys to building a post-practice Blueprint using alternative assets to create replacement income and avoid the volatility of Wall Street. 

Dates: April 30 - May 21

More of what you'll learn in the 2024 Practice Transition Group

How to determine exactly how much is enough and reverse engineer to ensure your nest egg will be enough to sustain you in life after practice.
Critical checklists as you finalize your practice transition - ensuring that you protect yourself and get maximum value from the sale.
The best opportunities for creating passive cash flow and replacement income in today's economy.
Active or Passive?  Where is your best time value?
Why and how to focus on cash flow (vs. accumulation). 
How to find the best investments - and what to stay away from
The Capital Stack - Debt vs Equity investments. 
Evaluating the current market cycle and avoiding bad investment strategies.
The differences between funds and syndications and how to evaluate the merits of each.
Splits and Participations - WHO?  HOW?
The Anatomy of a Deal - how to become a sophisticated passive investor through strategic collaboration.
Equities vs. debt assets - the merits and risks.
Tax benefits - how to maximize tax reduction strategies with real estate.
The Real Estate frameworks that hundreds of Freedom Founders members have used to create cashflow and reduce reliance on practice income.

Dates: April 30 - May 21

Fully participate for the first two weeks with no regrets.

Allow me to guide you to achieve your passive income goals.  Listen, learn, ask questions and participate.  

If after the first two weeks you’re not 100% satisfied with this private, small group mentorship, I'll refund every penny.  No questions asked. That’s how confident I am that you’ll mark this as the day your financial future went in a new direction. I know what I teach works, but do you trust yourself to step out and follow a roadmap? 

What Other Dentists Are Saying About Freedom Founders

Real stories from dentists and doctors just like you...

"For the first time in my life, I understand where I'm going and exactly how I'm going to get there.”

Dr Greg Linney

Dentist, Texas

“Our only regret is to wonder… what if we had joined Freedom Founders 10 years earlier - where would we be now?”

Dr Hiru Mathur

Periodontist, Texas

"David demolishes the outdated 'traditional' approach to life, career, and wealth we've all been taught and offers a robust alternative path to success.”  

Dr Dustin Burleson

Orthodontist, Kansas City

"David's service comes from a place of compassion and authenticity. I can’t even begin to describe the value."

Dr David Maloley

Dentist, Colorado

"We would not have the confidence to go through this process without Freedom Founders in the background just giving us that education and peace of mind. We know what to do with the money, we know where to put it and we won't be scared."

DR Brad Mokris

Orthodontist, Florida

“Freedom Founders to me is more than just a Mastermind, it is a community of friends. Freedom Founders has helped me in my practice, my personal life, and my investing.”

Dr Jim Rachor

Dentist, Michigan

I had been successful but was just churning. I was scared of the stock market. I knew nothing about real estate. Now, seeing passive cash flow ACH’d to my bank account… it’s a good feeling. I know I don’t have to go to work any more.


Dentist, Louisiana

"Joining Freedom Founders opened my eyes to another pathway… an alternative approach. It has been an incredible experience."

Dr Drew Lasley

Orthodontist, Washington

"Looking at the spreadsheet, I started at the beginning of the year 2022, I realized in the middle of September the income I have from passive investments far exceeds my freedom number. It is a real nice place to be."


Dentist, North Carolina

Old me: grind it out at the office, give all the money to wealth advisor, pay ridiculous fees and hope for the best. #neveragain. New me: actively engaged in learning advanced investment and wealth management alongside dynamic and smart people... and having a lot of fun doing it!"


Dentist, New York

Reserve your seat to discover how you can confidently shepherd your capital in a practice sale or other liquidation event.

Does This Sound Like You?

Approaching or in the midst of a practice transition.
Unsure of your current plan & strategy for shepherding your investments post-sale.
Desire to use real estate to create wealth and Freedom.
Coachable attitude.
Seeking a proven non-traditional model for a life with choices and options.

Join David for the 4-Week Virtual Program

Dates: April 30 - May 21

Questions for the Freedom Team?
Text (972) 203-6960 or Email Admin@FreedomFounders.com

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