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Rob Montgomery

In this episode of The Dental Amigos, Rob and Paul give listeners a bird’s-eye view of the buy-in/partnership process from conducting due diligence to negotiating a letter of intent to closing the transaction and beyond.

They also explain why it’s so important to engage professional advisors such as a CPA and attorney to assist with the deal and when to get them involved. Finally, Rob summarizes the purposes of several key contracts that are generally required to consummate the buy-in/partnership.

Listeners who want to reach Paul can do so at and those who want to reach Rob can do so at