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Your complete dental financial team

Simplify your financial freedom. Work with an integrated team of best-in-class advisors, led by your own personal CFO, who get to know you and your dental practice like it was their own.

PracticeCFO enables dentists to thrive financially.

Grow and retain more of your dental practice profits to accelerate your financial independence.

Ready to grow your financial success? Scale for success! We can help you work smarter, organize your business and personal finances, and build the life you want.
Your personal team 
You get your own CFO Advisor and supporting team to oversee the financial planning, tax, and accounting of your financial ecosystem. It will include a lead CFO Advisor, tax planner, accountant, and investment specialist.
Industry experts 
Why work with generalists when you can tap the experience of dental specialists? PracticeCFO is a financial management firm uniquely qualified to help dental practice owners maximize their profitability and overall financial success.
360 degrees of service 
When you own a dental practice, the best financial plans are holistic. PracticeCFO integrates your business and personal finances into a single, harmonized strategy designed to achieve your targeted financial outcomes.
Financial peace of mind 
You want to ensure the longevity of your dental practice and the financial security of your family. PracticeCFO offers practical, purposeful, and profitable financial management, guiding you to financial independence.

The complete PracticeCFO plan for success

You have the knowledge and training to provide the best care to your patients, but are you equally capable of managing the financial aspects of your dental practice? PracticeCFO can fill the financial management gap and support your pursuit of life goals through the proper administration of your practice and personal financial life.

Investments for your future

The revenue your dental practice generates shouldn’t be your only source of income. Put your money to work for you. PracticeCFO can develop an investment plan as part of a comprehensive financial blueprint. We’ll map out a holistic investing strategy to help you become financially independent earlier in life.

Complete CFO services

A dental practice is a business with unique financial challenges that call for skilled expertise. Yet as a dentist, nearly all of your training was focused on dental treatments. PracticeCFO can take much of the financial decision-making burden off your plate, giving you more time to see patients and enjoy your life.

Help with business transitions

You’ve worked hard to build your dental practice and want to ensure its longevity as well as provide stability for your employees and patients. Transferring ownership, whether to a family member or buyer, is complicated. PracticeCFO can craft a succession plan that ensures a smooth transition and satisfies all stakeholders.

Additionally, PracticeCFO can guide you through the acquisition process of buying a dental practice. We’ve helped hundreds of dentists do just that. We also have an excellent financial training program for dental associates aspiring to be practice owners at
What our clients say
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