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!
The Cons of Dental Partnerships
In this episode of The Dental Boardroom Podcast, host Wes continues his deep dive into dental partnerships, focusing on the potential downsides. Following the previous discussion on the advantages of partnerships, Wes now addresses key challenges such as decision-making conflicts, differing mission statements, profit allocation issues, and the complexities of new patient distribution. Whether you're […]
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The Pros of Dental Partnerships
Episode Summary: In this episode of The Dental Boardroom Podcast, host Wes Read kicks off a six-part series on dental partnerships. Whether you’re in a partnership or considering one, this series is packed with valuable insights. Today’s episode focuses on the pros of dental partnerships, with a deep dive into how financial efficiencies, particularly in […]
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How The Global Workforce Era Is Shaping The Future Of Dental Staffing
In this episode of the Dental Boardroom Podcast, host Drew Phillips welcomes Beth LaChance, CEO of Global Medical Virtual Assistants, to discuss how virtual assistants are transforming dental and medical practices. With a growing need for staffing solutions post-COVID, Beth shares how her company is filling the gap by providing highly qualified virtual professionals. Learn […]
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How Long Will It Take to Sell My Dental Practice? Part 2—with Matt Odgers
What are the most common delays that prolong a practice sale? In general, the people who hold up deals are banks and landlords. But there are steps both buyers and sellers can take to prevent these delays and shorten the timeline for a dental practice sale! On this episode of the Dental Board Room Podcast, […]
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How Long Will It Take to Sell My Dental Practice? Part 1—with Matt Odgers
Once a dentist makes the decision to sell their practice, they want it done yesterday.  So, how long does a practice sale usually take? What can you do to accelerate that timeline? On this episode of the Dental Board Room Podcast, Dental Attorney Matt Odgers joins host Wes Read to walk you through a typical […]
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When Is the Best Time to Sell My Dental Practice?—with Matt Odgers
When is the best time to sell your dental practice? What factors should you consider to get the best price for your practice and have the best quality of life in retirement? On this episode of the Dental Board Room Podcast, recurring guest Matt Odgers joins host Wes Read to explain why you want to […]
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R&D Tax Credits For Dentists: Do They Qualify? —featuring Andre Shevchuck
Is a salesperson trying to talk you into claiming an R&D tax credit for your dental office?  It can be tempting to trust a pitch like this and leverage research and development to reduce your tax liability. But how do you satisfy IRS criteria for the R&D tax credit? What documentation do you need? And […]
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Trends in the DSO & Private Practice Sale Markets—featuring David Cohen
In the aftermath of COVID, there was a massive boom in dental practice transactions.  The market finally corrected itself in 2023. And while doctor-to-doctor private sales remained consistent, DSO sales slowed dramatically. So, what caused these market trends? What does the market look like so far in 2024? And how will understanding trends help you […]
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How to Overcome Dental Staffing Challenges—with Dr. Michael Neal
Is good help hard to find when it comes to staffing your dental practice? According to the ADA Health Policy Institute, staffing shortages, recruitment and retention are among dentists’ top concerns moving into 2024.  But what if you could easily find A players to fill your open positions? A players who will stick with your […]
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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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