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!

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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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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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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