Morgan Hamon is a CPA and partner at Eisner Amper, bringing over 20 years of experience helping dental practices take control of their finances, increase profitability, and navigate complex tax strategies. As the former president of HDA Accounting Group, which he co-founded with his father after transitioning from an 11-year career as a Navy F-18 pilot, Hamon built a firm that grew to serve over 900 dental practices across all 50 states. Following a strategic merger with one of the top 20 accounting firms in the country, he now leads EAG Dental Advisors as a subsidiary of Eisner Amper, continuing his mission to help practice owners make smarter financial decisions. His unique approach focuses on monthly practice profitability analysis rather than just tax preparation, emphasizing revenue optimization before expense management to help dentists achieve their business goals of making a nice living, maintaining control over their professional lives, and building appreciating assets.

In this episode…

Are you feeling like you’re working harder in your practice than ever but not seeing the financial results you deserve? Many dental practice owners experience the frustrating disconnect between clinical productivity and actual profit, often assuming they must be overspending somewhere when the real issue lies elsewhere. What if the key to improving practice profitability isn’t cutting expenses, but rather optimizing the revenue side of the equation?

According to Morgan Hamon, CPA and partner at Eisner Amper, most dental practices struggling with profitability have a revenue problem, not an expense problem. With experience serving over 1,000 dental practices, Hamon emphasizes that successful seven-figure practices should maintain profit margins of 35-40%, and when they fall short, the issue typically stems from not producing enough, not scheduling efficiently, not charging appropriately, or not collecting what’s owed. His diagnostic approach examines accounts receivable monthly, fee structures, and operational effectiveness before diving into expense analysis. Hamon’s philosophy centers on helping dentists achieve their real business goals: making a nice living, maintaining control over their professional lives, and building appreciating assets—not just filing tax returns.

In this episode of The Marketing32 Show, host Brett Allen interviews Morgan Hamon about taking a comprehensive approach to dental practice financial health. They explore the critical profit margin benchmarks for different practice sizes, why revenue optimization often trumps expense reduction, and how marketing budgets should scale based on practice phase and growth goals. Hamon shares insights from his unique journey from Navy pilot to dental industry CPA and explains why he believes accounts receivable management is the most important administrative function in any practice.

Dr. Aaron Nicholas is the founder of Monday Morning Dentistry, a continuing education company focused on delivering immediately implementable clinical training for dental professionals. After growing frustrated with dental efficiency seminars and profitability programs that lacked actionable steps, Dr. Nicholas launched his company in 2014 with a clear mission: offer training that dentists can take back to their offices and put into practice on Monday morning. With over 35 years of practice experience since 1988, he has developed systematic approaches to procedures like molar root canals, extractions, and general practice efficiency. Through his signature "One Hour Molar Root Canal Buildup and Crown Course" and other programs, Dr. Nicholas has helped nearly 1,000 doctors build clinical confidence while working with existing equipment rather than requiring expensive technology investments.

In this episode…

Feeling overwhelmed by clinical procedures that seem to take forever, or watching profitable cases walk out the door to specialists? Many dentists struggle with clinical confidence, especially with procedures like molar root canals, leading them to refer out work that could be keeping revenue in-house. What if the key to clinical efficiency isn’t expensive technology or lengthy courses, but simply having proven systems that work with your existing equipment?

According to Dr. Aaron Nicholas, founder of Monday Morning Dentistry, the solution lies in “cutting through the fluff” and providing dentists with systematic approaches that have been proven to work. His philosophy centers on giving doctors “the answers to the test” rather than forcing them to figure everything out through trial and error. With over 35 years of practice experience, Dr. Nicholas has developed efficient systems that allow doctors to complete procedures like molar root canals, buildups, and crowns in just one hour of doctor time when properly supported by trained assistants. His approach focuses on protecting clinical confidence while building skills, recognizing that repeated failures with procedures often lead dentists to abandon them entirely, costing practices significant revenue over time.

In this episode of The Marketing32 Show, host Brett Allen interviews Dr. Aaron Nicholas about transforming clinical efficiency through practical education. They explore how Monday Morning Dentistry differs from traditional CE programs, the importance of working with existing office equipment rather than requiring major technology investments, and Dr. Nicholas’s systematic approach to procedures that has helped nearly 1,000 doctors increase their clinical confidence. Dr. Nicholas also shares success stories from his programs and reveals his most powerful tip for improving practice efficiency: the often-overlooked practice of timing and recording yourself to identify workflow inefficiencies.

Megan Lohman is the Founder and Co-CEO of Plan Forward, a software platform empowering dental practices to drive growth and profitability through smarter membership plan management. With a background in sales, marketing, and recruiting, Lohman discovered a critical gap in dental care access when working in a dental office during the Affordable Care Act implementation. What began as a homegrown solution evolved into Plan Forward, launched in 2018, which now helps practices create white-labeled membership plans that increase patient visits, treatment acceptance, and practice revenue. Through her data-driven approach and dedication to practice profitability, Lohman has transformed how dental offices approach uninsured patients, creating win-win solutions that benefit both practices and patients seeking affordable care options.

Feeling frustrated by uninsured patients who delay treatment or hesitate to get necessary x-rays? Many dental practices struggle with inconsistent revenue and patients who resist recommended care due to cost concerns, while others resort to random discounting that erodes profitability. What if there was a strategy that could increase visits, boost treatment acceptance, and create predictable recurring revenue without sacrificing your practice philosophy?

According to Megan Lohman, Founder and Co-CEO of Plan Forward, dental membership plans represent a transformative opportunity when implemented properly. Data from their integrated software shows that membership plan patients generate 2-3X more revenue than typical uninsured patients, with nearly double the production per visit and 1.5-2X more frequent visits. The key difference? Patients who join membership plans no longer hesitate to get recommended x-rays and diagnostics that are bundled into their plan, leading to better diagnoses, increased treatment acceptance, and improved oral health outcomes. Lohman emphasizes that practices should stop giving random discounts and instead offer reduced fees only in exchange for the commitment and loyalty that comes with membership enrollment.

In this episode of The Marketing32 Show, host Brett Allen interviews Megan Lohman about the strategic implementation of dental membership plans. They explore how Plan Forward helps practices develop white-labeled plans that reinforce the practice’s brand identity, the importance of proper accounting procedures for membership revenue, and practical ways to promote plans through existing communication channels. Lohman shares insights on determining optimal pricing structures based on specific practice goals and emphasizes that membership plans serve as an attractive alternative to traditional dental insurance for the growing number of patients without employer-sponsored benefits.