Tune in to our podcast series: The Dental Board Room
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Pull up a chair in The Dental Board Room

PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Our podcast series, The Dental Board Room, is designed to keep you in the know with expert-driven interviews on the latest industry news. 

Tune in to our episodes below!
Practice Sales: The Role of the CPA
You cannot sell a dental practice without clean books. And you definitely shouldn’t buy a practice without having an accountant evaluate its potential profitability. But a good dental CPA has value beyond assisting with the basics of bookkeeping and price assessment. So, what is the full value proposition of an experienced CPA in the context […]
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Practice Sales: The Role of the Attorney
Every dental practice sale involves several legal documents. And that’s why an attorney is a crucial part of the transition team for both buyers and sellers. But what, exactly, does a dental attorney do in the practice sale process? What should you look for in an attorney to help you buy or sell a dental […]
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Practice Sales: The Role of Escrow
What role does escrow play in a dental practice transition? How does it benefit buyers and sellers alike?  Should you use an escrow for your practice sale? Matt Odgers is a Dental Attorney with Odgers Law Group and VP of Business Development and Legal Operations with Practice Orbit. Matt has more than a decade of […]
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Inflation, Interest Rates & Investing into 2024
Inflation is down and the stock market is rallying in response. But the Fed is exercising caution before it lowers interest rates. What does that mean for you and me? What should we be investing in right now? Paul Lipcious, CPA, serves as Partner and Senior CFO Advisor and Brandon Hobson, CFA, CPA, is Chief […]
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Insurance Audits, Board Investigations and Criminal Matters
What are the most common legal issues a dental practice might face?  How can dentists protect themselves from insurance audits? Board investigations? Or criminal charges? Justin Withrow is Partner at Flannery Georgalis, LLC, where he specializes in representing dentists in regulatory investigations, insurance audits, professional licensing matters and complex business litigation. Matt Odgers serves as […]
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Hygiene Superstar: Quadrupling the Production of Your Hygienist
If you see your hygienist as someone who simply cleans teeth, you’re missing an opportunity. Steve Sperry characterizes hygienists as treatment coordinators who are licensed to clean teeth. And he suggests compensating them for motivating patients to improve their overall health. But what does that look like? How might you incentivize your hygienists to educate […]
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The Serial Dental Entrepreneur with Dr. Mark Costes
There's nothing overly complex about the business of owning a dental practice. And while anybody who’s graduated from dental school can understand the operational side of running a practice, you still need to take the time to learn how it all works. Dr. Mark Costes is Founder and CEO of The Dental Success Institute, a […]
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An Operations-First Approach to Marketing Your Dental Practice
What is the best approach to reaching capacity at your dental practice? We tend to equate ad spend with results, but the worst thing you can do is spend a lot of money on marketing when your systems are not set up to handle the leads that are coming in. So, how do you find […]
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Protect Yourself & Your Practice with a Dental Attorney
You don’t know what you don’t know. And if you sign legal documents for a dental practice sale without the help of an experienced lawyer, you may be acting against your own best interests. So, what is a dental attorney looking for in the fine print that you might miss? Cecilia Chen is an attorney […]
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What our clients say
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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