Matt Porter, MBA, CVA

Matt’s combination of education, credentials and experience sets him apart in the field of dental practice valuations and sales.  Matt’s well-respected reputation has proven to be invaluable for attracting the best buyers and sellers.  He is a frequent regional lecturer and author for the Arizona Dental Society, many local study clubs and has been engaged as a consultant by the Arizona School of Dentistry & Oral Health. Matt is also a highly sought after practice valuation expert with a unique ability to apply accurate analytic methods as well as keep his ‘finger on the pulse’ of what real-time values are for dental practices.  He is the only dental practice broker in Arizona who is credentialed as a certified business appraiser. This past year, Matt was recently recognized by the National Association of Certified Valuators and Analysts (NACVA) as a 40 Under Forty Honoree for excellence in the field of business valuations across all disciplines. (http://annualconsultantsconference.com/40Under402019/index.php)

In transitioning, appraising and brokering the sale of dental practices, Matt brings a balance of real estate, tax, valuation and small business acumen. His ability to properly evaluate and leverage both the quantitative and qualitative facets of a dental practice help to provide maximum value to his clients, whether buying or selling a practice. Matt has successfully transitioned hundreds of dental offices and represented countless dentists who desire to sell their practice, purchase a practice or secure a partnership.  On the topic of practice valuations, Matt has been engaged by dentists to provide expert witness testimony at trial and retained as a consultant by some of Arizona’s top law firms.

For over a decade, Matt has served as both a President and general board positions for multiple Arizona municipalities where he has approved over $300 million in loans for the purpose of financing City-owned projects.  He is also active in the local dental community and serves on the Board of Directors for the Central Arizona Dental Society Foundation and the annual Mission of Mercy event.

Matt’s previous career included managing the daily operations a business unit of 300 employees and contractors with an annual budget of $50 Million.

Matt graduated in the top 10% of his class at Brigham Young University with a Bachelor’s of Science and a minor in business. He later continued his education by receiving a Master’s Degree in Business Administration from Arizona State University, again graduating in the top 10% of his class with an emphasis in small business/entrepreneurship. He stays current on his education by keeping his nose in the latest issue of the Harvard Business Review.

In his spare time, Matt tries to find time for the gym and golfing, in addition to spending time outdoors with his wife of 18 years and his 3 daughters and 1 son. He enjoys volunteering in various charities, including the Boy Scouts of America, Habitat for Humanity, Salvation Army, Feed My Starving Children and his local church. You can also find Matt reading two or three books at a time. His favorite authors include Clayton Christensen, Ken Blanchard and Stephen Covey.

Certification and Licenses:
Arizona Department of Real Estate – licensed since 2007
Approved CE educator of PACE (the Academy of General Dentistry)
Certified Valuation Analyst (CVA)

Professional Memberships and Associations:
National Association of Certified Valuators and Analysts (NACVA)
Affiliate Member – Arizona Dental Association (AZDA)
Board Member – Central Arizona Dental Society Foundation (CADSF)
Board Member – Arizona Public Facilities Municipal Property Corporation, Town of Gilbert

Education:
B.S, Brigham Young University – top 10% of class
M.B.A, Arizona State University – top 10% of class

Tanner Milne, MBA, CCIM, SIOR

Tanner Milne has been involved with commercial real estate development and brokerage since 2003. After having negotiated hundreds of leases on behalf of doctors, dentists, and specialists, dental practice transitions was a natural fit. He has facilitated and negotiated projects and transactions with values in excess of $500 Million, and has carried projects from site acquisition to final close out. This experience provides clients value in understanding the critical path in buying, selling, and leasing commercial real estate. Tanner founded Menlo Group Commercial Real Estate in 2008 with the objective of delivering unparalleled value to clients through service, innovation, and solutions. As a leader in the east valley office, dental and medical office, and office condo markets, Tanner has helped many of the valley’s top doctors and dentists locate space while negotiating favorable deals in their behalf. After earning a bachelor’s degree from Brigham Young University, Tanner went on to receive a Master’s Degree in Business Administration from Arizona State University. It was at ASU where Tanner, Rich, and Matt became close friends and respected business advisors. He enjoys reading business books in his spare time, including some of his favorites: Good to great, Think and Grown Rich, and How to Stop Worrying and Start Living. Tanner is married with four beautiful children. He loves food, Brazil, and the beach.

Rich Andrus, MBA, CCIM

Rich Andrus specializes in the sales and leasing of office and investment properties throughout the state of Arizona, with an emphasis in medical and dental tenant/buyer and landlord/seller representation. Rich’s innate ability to establish relationships with landlords and tenants alike allow him to make an immediate impact in any situation. Prior to joining Menlo Group CRE, Rich worked for Cardinal Health, a Fortune 500 medical supply corporation. While there, he held various roles ranging from Physician office Sales Representative in the Phoenix Valley, National Account Manager, West Coast Surgical Supplies Region Manager, and West Coast Nursing Products and Services Region Manager. Within his roles at Cardinal Health, Rich managed multiple product business lines with a total sales territory valued in excess of $80 million annually in medical spend. Rich has personally participated in the negotiation of hundreds of contracts valued well over $100 million. Rich’s accolades at Cardinal Health include West Coast Sales Representative of the Year and the Region Manager of the Year. His previous sales and negotiation experience brings a fresh and creative approach to your negotiation table! Rich graduated from Utah State University with a dual Bachelor’s degree in Finance and Marketing and a dual minor in Economics and Spanish. Additionally, he graduated from the W.P. Carey School of Business at Arizona State University with a Masters in Business Administration. When not in the office, Rich enjoys spending time with his wife and their four very active children. He enjoys baseball, fishing, golfing, hiking, and swimming. He also enjoys the time he gets to spend working with the youth in his church group, and the Boy Scouts of America.

Karli Pierson

Karli Pierson joined Menlo Dental Transitions in 2019 as a Transaction Manager following her move to Arizona from the Sacramento region of California, where she grew up. As a Transaction Manager, Karli’s main responsibilities include facilitating each transaction from beginning to end to ensure a successful closing for each client and great experience for all parties involved in our transitions. Over the past few years, Karli’s role has evolved and while she still maintains her Transaction Manager responsibilities, she now also serves as an Operations Director for Menlo Dental Transitions. As our Operations Director, her main responsibilities include implementing and evolving our processes, developing policies, developing and executing new business ideas, and seeking new ways to improve the client experience.

Karli graduated from William Jessup University and obtained a Bachelor’s Degree in Business Administration with an emphasis in Marketing and is currently working towards her Masters in Business Administration (MBA). In addition to having several years of experience in the dental transitions industry, Karli has extensive prior experience in operating a small business and understands business transitions on both a professional and personal level. When not at the Menlo office or studying for school, Karli enjoys hiking or mountain biking, working out, reading, and spending time with her two dogs.

Mark Soelberg, CVA

Mark Soelberg joined Menlo Dental Transitions in early 2020 to fill the role of Menlo’s Dental Transitions Analyst. Combining his passions for the dental field and finance, Mark brings a unique set of knowledge and skills to the team. Following his graduation in Finance from the BYU Marriott School of Business, he gained a range of valuation experience through positions with both private equity and venture capital groups. This previous experience, coupled with his acute attention to detail, has allowed Mark to excel as he’s entered the dental transitions space.

Mark’s initial exposure to the dental field came while working at Dental Intelligence, Inc. While there, he personally assisted over 250 practices, enabling those teams to effectively utilize software to improve operating performance, leverage the power of analytics, and ensure enhanced patient care. Mark’s passion for dentistry grew after witnessing firsthand the impact that dental team members can have as they strive to improve their patients’ lives. He is eager to bring that love for dentistry to the transitions space in order to help doctors navigate through the most substantial event of their professional careers.

Being an Arizona native, Mark loves to explore the Phoenix valley and beyond. His personal interests include learning (about anything and everything), reading and/or listening to books, music, basketball, golf, and AZ sports teams. He is humbly, yet unabashedly, the favorite of his parents’ 13 kids, and a happy husband to his wife of four years. He and his wife enjoy a variety of activities together, including hiking, yoga, and eating popcorn.

Certifications:
Certified Valuation Analyst (CVA)

Professional Memberships and Associations:
National Association of Certified Valuators and Analysts (NACVA)

Marc Schubert

A long-term Arizonian, Marc Schubert graduated from the University of Arizona, with a Bachelor of Science in Business, specializing in Business Sales and Operations which led to his extensive experience championing business development strategies and initiatives within the business-to-business (B2B) spaces and healthcare industry to build new markets, generate revenue, and expand client bases.

For the past 11 years, Marc has been involved in the dental business industry here in Arizona and he prides himself on the relationships he has developed with many local dentists. He built a multi-million dollar territory for Henry Schein Inc., a Fortune 500 company and global distributor of dental supplies, equipment, and business services. Marc truly enjoys helping his clients achieve their practice goals and has played a large part of the success of many dentists here in Arizona.

In addition to his dental experience, Marc’s background in finance and marketing make him the perfect fit to the Menlo Dental Transition team.

While not in the office, visiting a doctor, or showing a practice, Marc enjoys playing golf and spending time with his family, usually at one of his two daughter’s soccer games.

Maggie Kuta

Maggie Kuta joined the Menlo team following her 2018 graduation from Brigham Young University, where she earned a bachelor’s degree in communications with an emphasis in public relations and a minor in business management. At Menlo, Maggie fills her day with a variety of marketing projects to raise awareness of Menlo’s services, recruit new employees, generate leads and sell current listings. Her skillset includes writing, content creation and social media management.

A South Dakota native, Maggie had to adjust to city life and the warmer climate, but she has fallen in love with the people and sunsets of the Valley. She and her husband enjoy watching movies, playing board games and spending time with family.

David Haynes, MBA

David Haynes, MBA, grew up in Georgia before moving to Idaho for college. He received a Bachelor of Science in Accounting while staying busy in the community. He bought, ran and sold a small business and gained an appreciation for the tenacity of small business owners in the process. David then earned an MBA with an emphasis in Finance from Colorado State University, graduating in the top of his class.

David jumped into banking while completing his MBA and quickly found himself drawn to dental lending as an avenue that utilized both his business experience and background in accounting. His career has been built on relationships of mutual respect and a high level of trust. In 2020, David was recognized as the nation’s highest producing dental lender at First Citizens Bank. His success is partially attributed to his time as a bank analyst, where he was heavily involved in the analysis and underwriting of loans. He worked extensively with mutual clients of Menlo Dental Transitions as a banker and was drawn to the brokerage’s high transition success rate and attention to detail with each practice it serves.

David has presented at various associations, professional groups and community events. He especially enjoys instructing small business owners on principles of finance, investing and lending. David is a Beta Gamma Sigma inductee for his scholastic achievement and has spoken at Beta Gamma Sigma and Mesa Public Library events on how to access credit for small business owners. He is also a former online instructor for BYU-Idaho teaching B475: Financing New Ventures.

David lives in northeast Mesa, Arizona with his family and spends his free time dirt biking, golfing or escaping the heat in San Diego to improve his sailing skills.

John Shirts, CVA, CPA, CFA

John Shirts, CVA, CPA, CFA, joined Menlo Dental Transitions in March 2022 as Vice President of Appraisals and Data Analytics. Prior to joining Menlo, John enjoyed a 21-year career as a strategic analyst at a Fortune 500 company. He brings extensive valuation and business experience to the dentistry industry.

He has a reputation among his colleagues as having exceptionally strong quantitative skills. He can see the big picture and understand the business angles while having the detailed orientation to paint that picture in numbers. He has leveraged these skills to build complex manufacturing cost models as well as for large-scale capital investment decisions.

John graduated from Brigham Young University with Bachelor’s and Master’s Degrees in Accountancy in 2001. He also brings the rigorous thinking and advanced investment modeling techniques acquired from a Master’s Degree in Operations Research from Columbia University (2011). In addition, he is a CFA charterholder, a CPA, and a CVA.

John is a long-time Arizona resident, albeit a native of Utah. He is a lifelong learner. He has a passion for learning languages. He speaks French fluently and has been studying German for several years. In his “free” time, he enjoys spending time with his wife Mindy and their four kids, traveling, running, and eating chocolate.

Certification and Licenses:
Certified Valuation Analyst (CVA), 2022
Chartered Financial Analyst Charterholder (CFA), 2017
Certified Public Accountant (CPA), 2003

Professional Memberships and Associations:
National Association of Certified Valuators and Analysts (NACVA)