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.
Purchasing a dental practice is a complicated process full of potential landmines. In this episode, we interview Joanne Tanner, a 30-year veteran of practice management consulting and dental buyer support services. Joanne and Wes discuss what “due diligence” actually mean when purchasing a dental practice. What reports should be reviewed. What are the indicators of […]
We welcome back Bob Spiel, coach and practice management consultant. Bob brings his background as an MBA and operations director at fortune 500 companies to help dental practice owner learn how to be exceptional leaders. In his book, “Flip Your Focus: Igniting People, Profits, and Performance through Upside down Leadership,” Bob opens up insights into behaviors […]
We welcome back Bob Spiel: coach and practice management consultant. Bob brings his background as an MBA and operations director at fortune 500 companies to help dental practice owner learn how to be exceptional leaders. In his book, “Flip Your Focus: Igniting People, Profits, and Performance through Upside down Leadership” Bob opens up insights into […]
Join us for yet another podcast on changing landscape of student loans. In this podcast, we interview Dan Rooker, CFP®, CSLP®. Dan specializes in student loan planning for dentists. He works for Student Loan Planner as a leading consultant. Listen in as we talk about the rapidly changing landscape of dental loans this year and […]
In today’s show, we interview Dr. Nick Marongiu. Nick owns and operates a very large, single location multi-specialty practice in La Jolla California called Scripps Center for Dental Care. We learn about Nick’s journey from Loma Linda where he graduated in 2010 to stepping into a strong practice in 2013 as a partner and then […]
Stay current with critical changes to the student loan rules in this episode. In it, we discuss how the government is addressing miscounts of payments made toward student loan forgiveness and also ways they’re trying to give you more months counted toward your forgiveness under the IDR and PSFL programs. We also discuss the massive […]
One increasing trend in both private and group practices is centralized, or outsourced, billing. In this episode, we talk with Alex Gallup, Phil Bridges, and Krysten Garduno with Cosentus Business Services. Cosentus provides full outsourced billing services for dental practices. In this episode, we explain what is dental “Revenue Cycle Management” and the inefficiencies found […]
Being a great mom can be challenging. Being a great mom while practicing dentistry can be downright overwhelming. How can a dentist who is also a mother manage success in both? In this podcast we interview Dr. Grace Yum, founder of the Mommy Dentist in Business (MDIB) community, a rapidly growing group of moms in […]
We have Dr. Beth Bowen on this week's episode of The Dental Board Room Podcast! Beth has the unique experience of starting a dental practice from scratch, something we don't see as much of anymore. Beth gives us her first-hand account of what it took to build her dream practice one brick at a time.
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.
13400 Sabre Springs Parkway, Suite #255, San Diego, CA 92128
The company
Solutions
Newsletter
Subscribe to our newsletter to receive news, updates, and valuable tips.
dfcghdfgdfg
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.