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.

Bad Botox, Bad Business: What Every Dentist Must Know Before Buying a Practice

Buying a dental practice is one of the biggest decisions in a dentist’s career. Beyond the excitement of ownership, it’s also a transaction filled with risks that can quietly drain profitability if the details aren’t examined closely. What looks promising on paper doesn’t always translate into long-term success once you step into the operator’s chair. […]

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7 Partnership Mistakes That Cost Dentists Time and Money

A dental partnership usually starts the same way: hopeful, handshakes all around, maybe even a celebratory dinner where everyone swears, “This is going to be great.” I’ve seen it, I’ve lived close to it, and I’ve heard the war stories. Two doctors are sitting in a coffee shop with their laptops, excited to finally have […]

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Buy Time, Not Stress: A Dentist’s Guide to Smarter Spending

Dentists know stress. Between back-to-back patients, managing staff, keeping up with regulations, and handling the financial side of a practice, it can feel like there aren’t enough hours in the day. The reality is simple: money can’t create more hours, but it can buy back your time—and with it, peace of mind, health, and joy. […]

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Why Buying Experiences Brings More Joy Than Things for Dentists

Walk into a showroom, and that new-car smell is intoxicating. Slide into the driver’s seat of the latest model, and you feel a rush of excitement. But fast-forward six months, and the thrill has faded. Now it’s just another car to wash, insure, and maintain. Now think about the last family trip you took, or […]

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5 Happy Spending Principles Every Dentist Should Practice

As a dental practice owner, you work hard for your income. Long days, packed schedules, staff management, compliance headaches—it all adds up. But here’s a question that rarely gets asked: Is your spending making you happier, or just busier? Research shows the connection between money and happiness is less straightforward than it seems. Yes, income […]

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Turning Chaos into Financial Freedom: An Introduction to My New Podcast Series

After more than 100 episodes of the Dental Boardroom Podcast, I’ve learned something important: dentists are hungry for clarity. Clarity in their practices. Clarity in their finances. And ultimately, clarity in how to build a life that isn’t ruled by money, but instead guided by purpose. That’s why I’m launching a new series—Dental Financial Planning: […]

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One Big Beautiful Bill — Tax Summary for Dental Practice OwnersWhat just passed

...and what it means for you personally and for your practice. ***Note for Clients: Our team at PracticeCFO is already integrating these new tax law changes into your customized planning strategy — so you can capture every available deduction and stay ahead in 2025 and beyond.*** INDIVIDUAL TAX CHANGES (For You Personally) The new EV […]

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The Rise of AI in Dentistry: Why Now Is the Time to Adopt Intelligent Tools in Your Practice

The world of dentistry is undergoing a quiet revolution—one not driven by drills or scalers, but by algorithms and intelligent software. Artificial Intelligence (AI), long talked about in tech circles, is now making meaningful inroads into dental practices. And it’s not just theoretical. Tools like Overjet AI are being used right now to help dentists […]

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AI in Dentistry

What Is AI—and Why Does It Matter in Dentistry? This article expands on themes introduced in the Author’s Podcast Show called “The Dental Board Room,” and is releasing an eight-part series titled “AI in Dentistry.” At its core, AI refers to machines and software that can simulate human intelligence—learning from data, making predictions, and improving […]

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The Second Location Trap: What Dentists Should Know Before Expanding

For many dentists, owning and operating a thriving single-location practice is a major professional milestone. After years of hard work building a loyal patient base, a great team, and a profitable operation, it’s natural to think, “Why not do this again?” The idea of expanding to a second location is tempting—and on paper, it often […]

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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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