Latest news & blog posts

PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Below are our recent posts designed to keep you in-the-know.

The Hidden Risks of Meme Coins: Why Dentists Should Steer Clear

In today’s digital world, the lure of easy money has led many investors—including dentists—toward highly speculative assets like meme coins. These cryptocurrencies, often inspired by internet jokes and viral trends, can experience dramatic price spikes. But before you dive in, it’s crucial to understand the significant risks involved. At PracticeCFO, our mission is to help […]

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Understanding the New 401(k) Automatic Enrollment Rules for Dental Practice Owners

Retirement planning just got a major overhaul, and dental practice owners need to take note. With the passage of the SECURE 2.0 Act, new regulations will soon require automatic enrollment in 401(k) and 403(b) plans for many businesses, including dental practices. Understanding these new rules, the penalties for non-compliance, and the available exemptions is crucial […]

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Leveraging Multisided Platforms for Buying and Selling Dental Practices

In the unique world of dental practice ownership, buying or selling a dental practice can be a significant milestone in a dentist's career. Whether you are a seasoned practitioner looking to expand your practice or a dentist contemplating retirement, the process of buying or selling a dental practice can be complex and daunting. However, with […]

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PracticeCFO Feature! Full Arch Advantage Podcast

We're excited to share that our senior CFO advisor Drew Phillips was recently on the Full Arch Advantage Podcast! Tune in below as he chats with host Gary on what he’s learned helping full-arch practices grow, the difference between a sales model and a recurring revenue model in dental, and why you need to know […]

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Team Thrive Takes on Boston!

What a blast we had at the Yankee Dental Conference! Your friends at Team Thrive packed up and brought PracticeCFO over to the east coast, where we got to share with the community just how exactly we help dentists thrive financially. In addition to exhibiting, Wes also presented two great courses on dental financial education. The first was The Dental Practice Purchase: […]

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Starting 2024 Strong with a Dental CFO

Welcome to 2024! In the world of dental finance, this time of year is an important mile marker. And as a dentist, now more than ever is it a good time to step back and make sure that your CPA is taking proactive measures to start you off strong. How is this done? By staying ahead of the curve […]

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What To Know About The Clean Vehicle Credit

Big changes have been made to the electric vehicle tax credit - now simply known as the "Clean Vehicle Credit." Read on for a 1) brief review of the credit in 2023, 2) the various criteria needed to be eligible for it, and 3) new updates that can be implemented for 2024. 2023 Rundown: Effective January 01, 2023, the credit was subject […]

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An Embezzlement Protection Guide for Dentists

Dental embezzlement within private practice dental offices is staggeringly high. But a basic understanding of the embezzler profile, symptoms, causes, methods, and safeguards can significantly lower the likelihood of it happening in your office. This guide can help you better protect your practice against this problem. Please note, while this guide is meant to be informative, […]

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Beware of Dental Impersonation Scams: A Dentist's Tale of Deceit

In today's interconnected world, scams and online frauds have become increasingly sophisticated and prevalent. The dental industry is no exception to this deceit. We share the story of a dentist we personally know here at PracticeCFO, who ended up being the target of this very crime. Read on to hear their experience and learn valuable insights on […]

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What our clients say

My husband and I recently purchased our second practice with PracticeCFO’s help. When we bought our first, we did not do enough ‘due diligence’ and ended up quite surprised after the transition.

For the second office we worked with Greg Maravilla at PracticeCFO. He helped us evaluate multiple practices and did the final thorough evaluation of the practice we ended up buying. Deb Eatros conducted a thorough review of the charts. She gave us a full breakdown of what we were getting into and helped us work around some issues.

We are very thankful to the team at practice CFO for their knowledge and expertise. I highly recommend them for anyone who is looking for help purchasing a practice!

Scarlet S

La Palma, CA

There are too many good things to say about Wes and his team at PracticeCFO. As a new dentist entering into the real world of running a practice, they have gone above and beyond to help guide me and teach me. They made my buy-in smooth, and continue to help keep us running efficiently. The personal financial planning runs hand-in-hand, and they help make everything flow easily from my practice to my personal life and future.

Chris M

San Diego, CA

Best Dental Accounting Team in the West! Always responsive and on top of everything. My practice has really grown since I decided to use them about 5 years ago. The metrics and planning meetings are always thought provoking and inspirational as a business owner. Would not use anyone else!

Josh S

Los Angeles, CA

As a dentist and business owner, I know what I’m good at and passionate about, and I know what I’m not so passionate about. I want to focus on doing dentistry and to do that I know I need a team of people around me to make sure all is good. PracticeCFO is as good as it gets.

John J

San Diego, CA

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Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of PracticeCFO Investments’s products and services. PracticeCFO Investments does not compensate clients for reviews or testimonials, and PracticeCFO Investments does not provide anything of value in exchange for these reviews. PracticeCFO Investments has determined that there are no material conflicts of interest between the firm and the participant, and PracticeCFO Investments has not influenced the statement made by the client(s) appearing on this website.

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Investment advisory services are offered through PracticeCFO Investments, an SEC-registered investment advisor.

This site is published for residents of the United States only. Investment advisor representatives of PracticeCFO Investments may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. To access our Client Relationship Summary, please go here. To access our ADV, please go here.

Links to third-party websites are provided for convenience only. PracticeCFO Investments does not endorse nor support the content of third-party links. PracticeCFO Investments is not responsible for the content of a third-party website. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by PracticeCFO Investments.

Our blogs and podcasts are intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in our blog posts or podcasts constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. PracticeCFO Investments is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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