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Overcoming Financial Headwinds to Thrive as a Private Practice Owner Today

by Wes Read, CPA, CFP® | November 8, 2022

In the first of our “CFO Series”, we interview two of our very own team members: Paul Lipcius and Nick Daugherty. Both are Dental CPAs and financial advisors. Paul is one of PracticeCFO’s lead financial advisors and with the help of Nick, they coach dental practice owners every day how to succeed financially. In this episode, we discuss the headwinds dentists face to be truly profitable, including reimbursement rates, taxes, bad advice, poor debt management, and misunderstandings about dental finances. Paul’s team, known as “Team Zen”, shares what they are seeing on the front lines of dental practice ownership and how to navigate themselves to financial zen. Check out Paul’s team here!

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