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Tele-Seminar for Dentists

How To Finance Your Practice Expansion

We Help Dentists Avoid $100,000 Mistakes,

Have You Already Made One?

(You Don't Know What You Don't Know)

presented by David Catalano of Finance Geeks

 

Friday November 11, 2005 - 11 am ET, 10 am CT, 9 am MT, 8 am PT

Click here for the Notes.PDF document or the Notes.HTM page to download the Notes.

 
 

Call Replay Information - (Turn On Your Speakers To Hear)

     
 

Part 1 - Press PLAY Button to Hear

 

Part 2 - Press PLAY Button to Hear

  Part 3 - Press PLAY Button to Hear

 

  Part 4 - Press PLAY Button to Hear

If you have problems accessing this replay call 317-581-1776 x 14

 
 

 

Peer Conference Coaching

for dentists with projects that want to do-it-themselves

and avoid $100,000 mistakes.

 

We understand that you are a do-it-yourself type of person but you do not want to make a $100,000 mistake.  We help by providing you with the confidence, capabilities and creativity through our Peer Conference Coaching. 

 

The complete Financial Leadership Solution™ delivered in a Peer Conference Coaching format includes:

 

·        All forms, templates and calculations with easy to follow examples

·        Four, two hour, facilitated Conference calls, held on Friday mornings (see schedule below)

·        Facilitated by a Finance Geek expert

·        Maximum of 10 dentists per Conference

·        All Conferences are interactive so you will learn from each other

·        Unlimited email support for nine months

·        If you miss a call, all Conference Calls are recorded and unlimited audio replays are free for your unlimited use

·        The process will make you a better business person

·        Develop a much higher level of financial sophistication

·        Understand at a much deeper level how finance can help or hurt you

·        Develop confidence, capabilities and financial creativity

 

You May Have ALREADY Made A

$100,000 Mistake If You:

 

u  Signed a lease without a plan in place.

.

v  Bought a Condo Shell without a plan in place.

.

w  Asked your equipment vendor for financing.

.

x  Moved forward without a commitment letter from a lender.

 

 

You complete the forms prior to the scheduled conference call.  You email your questions prior to the call and we will organize the call based on them and the specific agenda topic.

 

Conference

Date - Friday

Time

Materials arrive

January 13, 2006

 

One

January 20, 2006

11:00 AM EST

Two

February 3, 2006

11:00 AM EST

Three

February 17, 2006

11:00 AM EST

Four

March 3, 2006

11:00 AM EST

Email Support Ends

November 3, 2006

 

 

The materials for your first conference will arrive by January 13, giving you 1 week to review and get prepared for the first call.

 

What will you receive when you are part of the Peer Conference Call:

 

1.      You will have a clear understanding of your goals

2.    You will understand your lifestyle expenses

3.     You will calculate the payment you can afford

4.    You will determine how much you can borrow

5.     You will be able to plan for the GAP in your project

6.    You will receive specific details on how to deal with banks

7.     You will learn the difference between a bank proposal and a bank commitment

8.    You will be learn how to read bank commitment letters so you can understand what you really have

9.    You will gain access to banks outside of your area

10. We will provide you with lenders that may be able to provide you with a better tool for your situation

11.  You will learn how to use multiple lenders to complete your project

12.Learn how to determine if you should buy or lease

13. Learn how to determine of you should build extra space as income property

14.Learn from your peers as they move through the same process

 

You May Have ALREADY Made A

$100,000 Mistake If You:

 

y  Decided to build space for a tenant without analyzing the

          return on investment.

.

z  Asked your builder how much it would cost to complete

          your project and used that number in your planning.

.

{  Borrowed money without understanding the other goals

          in your life that have to occur for you to feel real happy

          about your project.

 

 

 

INSTRUCTIONS TO PARTICIPATE:

 

Click here to send a blank email to our email auto-responder system (getacoach@getresponse.com) that will email back to you several forms.  Open them and print them out, then...

 

·        Complete the INVOICE by typing in your information, sign it and enclose a check for $4,000.00 mailing the original forms to:

 

Finance Geeks

9000 Keystone Crossing, Suite 630

Indianapolis, IN 46240

 

·        We’ll send you the written materials via mail to begin working on before the first call on January 13th.

 

QUESTIONS?  Call 317-581-1776 and ask for a Peer Conference Coaching Finance Geek.

 


 

Who Is David Catalano?

Since graduating from the Rochester Institute of Technology with a finance degree, David has spent the last 19 years working with hundreds of dentists across the country.  He started his career as a dental equipment manufacturers representative for Pelton & Crane. In 1998 became President and CEO of Midwest Bankers Group, Inc. in Indianapolis, IN.  Through it’s affiliate company Finance Geeks, David and his team of other finance geeks work with dentists who take the plunge to finance and build their own state-of-the-art dental office buildings.  David is a member of Young Entrepreneurs Organization and is a Strategic Coach client.
   

 

How Do We Make Money?

 

We sell unique wisdom and expert advice. Period

 

It is my theory that I could publish my process in the newspaper and people would not be able to follow-it.  If you could follow the process and came to a stumbling block, how would you know how to handle it? 

 

People are much better hiring someone to help them than doing it themselves.  Why?  Because of Unique Ability.  Everyone has something that they are really good at doing.  Something that causes them to lose track of time while doing it.  Something they are passionate about.  That something for me is finance and helping people understand what their options are and what the consequences of each option might be.  If yours was finance you wouldn’t be a dentist.  You are better off spending time in your office and paying me to keep you out of trouble.

 

My intent is to lay out my process and give you some very valuable advice and tools.  If you choose to do it yourself, that’s okay.  If you prefer to hire an expert, I may be that person.  If not, that’s okay too.  Just hire someone you trust, that has done it before.  Experience cannot be replaced with intelligence.

 


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www.FinanceGeeks.com

Finance Geeks

9000 Keystone Crossing, Suite 630

Indianapolis, IN 46240

phone 317-581-1776 - fax 317-581-1812

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