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.

How to Build a Resilient Portfolio During Market Volatility: Strategies That Work

Market volatility is an inevitable part of investing. In 2026, with global conflicts, rising interest rates, and economic uncertainty, investors are once again facing unpredictable market conditions. However, volatility is not something to fear; it’s something to prepare for. A well-structured investment portfolio is designed not just to grow in good times, but to remain […]

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Federal Reserve Policy, Inflation, and Interest Rates: What Investors Should Expect in 2026

In 2026, one of the biggest forces shaping the financial markets isn’t just global conflict, it’s the decisions made by the Federal Reserve. While geopolitical tensions like the Iran conflict influence oil prices and inflation, it is ultimately the Fed’s response that determines how markets react. For investors and business owners, understanding how interest rates, […]

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How the Iran Conflict and Rising Oil Prices Are Shaping the Stock Market in 2026

Global events have always played a major role in shaping financial markets, but in 2026, the ongoing Iran conflict has become one of the most influential factors driving uncertainty. From oil price fluctuations to supply chain disruptions, investors are closely watching how this situation unfolds. For professionals and business owners, especially in the dental industry, […]

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The Future of DSOs: Are Dental Service Organizations Built to Last?

Dental Service Organizations (DSOs) have rapidly expanded across the dental industry over the past decade. Backed by private equity, fueled by consolidation strategies, and promoted as a modern solution for dentists, DSOs have become a significant force shaping the way dental practices operate today. However, a crucial question remains: Are DSOs truly built for long-term […]

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Private Practice vs DSO: Which Path Builds More Wealth for Dentists?

Choosing between private practice and a Dental Service Organization (DSO) is one of the most important financial decisions a dentist will make. While both paths offer opportunities, they lead to very different outcomes, especially when it comes to long-term wealth. Many dentists are drawn to DSOs for stability and simplicity. Others pursue private ownership for […]

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Who Owns Dentistry Today? Key Insights from the 2024 Dental Industry Report

The dental industry is undergoing a major shift, and one of the most important questions for dentists today is: who owns dentistry? With the growing presence of Dental Service Organizations (DSOs), changing career preferences, and increasing financial pressures on new graduates, the structure of dental ownership is evolving faster than ever. Using insights from the […]

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How Successful Dentists Are Still Growing and Building Wealth in 2025

After looking at the challenges facing dentistry, declining income, rising costs, and stagnant revenue, it’s easy to feel discouraged. But here’s the reality: Many dentists are still growing, increasing profits, and building significant wealth. So what are they doing differently? The answer lies in how they approach their practice—not just as clinicians, but as business […]

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Why Dental Practice Profits Are Declining (And What’s Causing It)

Many dentists today feel a growing disconnect between effort and reward. Practices are busy, schedules are full, and patient demand still exists, yet profitability isn’t improving the way it used to. So what’s really going on? The truth is, declining dental profits are not caused by a single issue. Instead, they are the result of […]

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Is Dentistry Struggling in 2025? Key Industry Trends Explained

Dentistry has long been seen as a stable and rewarding profession, one that offers financial security, professional independence, and long-term growth. However, recent industry data tells a different story. In 2025, many dentists are working harder than ever, yet taking home less income than they did a decade ago. So, is dentistry actually struggling? The […]

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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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