Calculate the gap between where you are and the point where work becomes optional.
Your practice may be valuable. Your income may be strong. You may have accumulated meaningful capital.
But do you know what it would take to actually step back —
without compromising the life you’ve built, or simply hoping the money lasts?
Freedom isn’t a feeling. It’s a number. Let’s find yours.
You know your numbers.
Collections. Overhead. Production.
You might even know what your practice is worth.
But one number stays fuzzy — the one that actually decides your life:
What would it take for work to become a choice, not an obligation?
I sold my dental practice in my forties.
Not because I’d hit some magic net-worth figure.
My daughter was seriously ill. Time — not net worth — was the asset I was running out of.
Converting equity into income I could live on gave me the freedom to choose differently, while it still counted.
Most owners never find that bridge, because no one ever shows it to them.
Most owners were taught that net worth = freedom.
But a pile you can’t spend isn’t freedom — it’s a number on a page.
A valuation isn’t the same as usable capital.
A gap isn’t a verdict. It’s a planning problem — with variables you can start moving today.
“When can I retire?” is the wrong question.
It’s too narrow.
The better questions open up the whole equation:
A successful practice should create choices.
Not quietly consume every year you’ve got.
A two-hour, guided planning experience you can complete privately, on your schedule, with your spouse or trusted adviser.
Begin when you’re ready. Pause to gather your numbers. Return without falling behind a live room.
Includes the full workshop, both interactive tools, the workbook, question access, and the complete recording.
In about two hours, we’ll turn scattered numbers into one clear gap.
What your life actually costs after taxes — including what’s easy to overlook when income is strong.
See how spending, inflation, return assumptions, and timing swing the whole number.
Pull scattered accounts, equity, and assets into one picture — and see which capital can actually contribute to freedom.
Work past the headline valuation to what may remain after debt, taxes, and buyer structure.
The honest distance between where you are and work becoming optional.
The answer isn’t always “work harder, save longer.” Find the moves that make staying a choice, not a sentence.
Everything you need to work the numbers — and keep working them as they change.
Guided worksheets to organize your assumptions, follow the calculations, and document your gap.
Model spending, tax, capital, and income assumptions — and watch how each one moves the capital your life requires.
Estimate how value, debt, taxes, and sale structure affect the capital you ultimately keep.
Submit questions by email as you work. David and the team clarify the framework and surface what deserves a closer look.
The workshop and every tool are yours to keep. Come back and rework your numbers whenever your circumstances change — for as long as you need.
You can spend another year running “one more year” as your plan…
or spend two hours building the number that tells you the truth.
I’d love for you to join us.
To your Freedom, David
P.S. — I didn’t leave my practice because I’d hit a magic net-worth figure. A family health crisis made one thing unmistakable: time, not net worth, was the asset I was running out of. Converting equity into income I could live on gave me the freedom to choose differently — while it still counted. That’s the shift this workshop is built to create. Work the numbers before another year decides for you.
