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.

What to Do With Your Building When You Retire: 3 Options for Dentist Building Owners

You spent decades building your practice. You own the building. Now retirement is on the horizon. What do you do with the real estate? In Episode 151 of The Dental Boardroom, Wes Read walks through three options — each with very different tax, income, and lifestyle implications. Here is what you need to know before […]

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How Cost Segregation Actually Works: A Real Numbers Example for Dentists

The best way to understand cost segregation is to run the numbers. In Episode 151 of The Dental Boardroom, Wes Read walks through a real-world example using a dentist collecting $1.2 million per year. Here is how the money flows. The Dental S-Corp Side Start with the dental practice, which operates as an S-Corporation: ● […]

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5 Steps to Implement Cost Segregation Correctly (For Dentists Who Own Their Building)

Cost segregation is one of the most powerful tax strategies available to dentist building owners. But the strategy only works if you set it up in the right order, with the right professionals, and with airtight documentation. Here are the five implementation steps Wes Read walks through on The Dental Boardroom EP. 151. Step 1: […]

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Dental Marketing ROI Explained: How to Track, Scale, and Grow Your Practice Profitably

Dental practices today operate in an increasingly competitive environment where simply running ads or promotions is not enough. Many dentists invest in marketing but struggle to clearly understand what they are getting in return. The key question is not: “Are we getting patients?” The real question is: “Are we getting profitable growth?” That’s where understanding […]

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Why Dental Marketing Fails: Turning Leads into Paying Patients Successfully

Dental marketing has become more competitive than ever. Practices invest in ads, promotions, and campaigns expecting a steady flow of new patients. And often, those efforts do work; the phone rings, inquiries come in, and interest is generated. But here’s the challenge many dentists face: Leads don’t turn into patients. This gap between attracting attention […]

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How to Create High-Converting Dental Offers That Actually Bring in Patients

In today’s competitive dental market, simply offering a “new patient special” is no longer enough. Many practices run promotions that fail to generate real results, not because marketing doesn’t work, but because the offer itself lacks clarity, value, or strategy. A strong dental offer can be one of the most powerful tools to attract new […]

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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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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.

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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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