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Making the FFS Leap with Dr. Anissa Broussard
Making the FFS Leap with Dr. Anissa Broussard View More Episodes:   Many dentists feel trapped in the PPO system—working long hours, doing more dentistry, and still questioning, “Where’s the money going?” In this episode of The Dental Boardroom Podcast, Wes Read, CPA and CFP, talks with Dr....  Read More
PracticeCFO: Financial Markets Update
PracticeCFO: Financial Markets Update View More Episodes:  Wes Read, CPA and CFP, returns from the CDA Convention in Anaheim and sits down with Practice CFO’s lead CFO advisor, Paul Lipcius, and head of investments, Brandon Hobson, for an in-depth conversation on the current state of the economy...  Read More
The Most Overlooked Tax Mistake in Dentistry: Excess Distributions
The Most Overlooked Tax Mistake in Dentistry View More Episodes:  In this episode, Wes Read CPA, CFP breaks down several key financial concepts that every dental practice owner should understand. He explains the importance of choosing the right entity structure—whether it's an S Corporation,...  Read More
A Second Location: Should You Buy or Start Up One
A Second Location: Should You Buy or Start Up One View More Episodes:  Welcome back to The Dental Boardroom Podcast! Wes Read CPA, CFP dives deep into a critical and often misunderstood topic among dental practice owners: Should you buy or open a second location? Wes breaks down the real...  Read More
EBITDA: Everything You Need to Know About It
EBITDA: Everything You Need to Know About It View More Episodes:    In this episode, Wes Read CPA, CFP and founder of PracticeCFO dives into one of the most important financial terms in dentistry: EBITDA. Whether you're planning to sell your practice or simply want to manage it better,...  Read More
The Economics Between In-Network vs. FFS Fee Models
The Economics Between In-Network vs. FFS Fee Model View More Episodes:  In this insightful episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP and founder of Practice CFO, breaks down the real financial impact of staying in-network with PPOs versus transitioning to a fee-for-service...  Read More
10 Questions to Ask Your CPA Each Year
10 Questions to Ask Your CPA Each Year View More Episodes:  Welcome back to The Dental Boardroom Podcast with Wes Read! In today's episode, we're pivoting from last week's discussion about reviewing your own financial statements to a powerful new focus: the 10 critical questions you should be...  Read More
The PTE Tax Deduction: DON'T MISS OUT! The
The PTE Tax Deduction View More Episodes:  If you're a dental practice owner in a state with state-level income taxes—this episode is for you. Host Wes Read dives deep into the Pass-Through Entity (PTE) Tax Election, a tax-saving strategy that can turn your state tax payments into a federal tax...  Read More
10 Questions to Ask Yourself When Reviewing Your Monthly Financial Statements
10 Questions to Ask Yourself View More Episodes:  Welcome back to The Dental Boardroom Podcast with Wes Read. In this follow-up to our previous episode on structuring your Profit & Loss (P&L) statement, we dive deeper into the how of using your financials strategically. This episode walks...  Read More
Your Practice in Numbers: Mastering the Profit & Loss Statement
Mastering the Profit & Loss Statement View More Episodes:  In this episode with Wes Read CPA, CFP and founder of PracticeCFO, explore a topic that is absolutely foundational to the financial success of your dental practice—your financial statements. Host [Your Name] (or "I") breaks down the...  Read More
The ERC (Employee Retention Credit): Key Updates
The ERC (Employee Retention Credit) View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Read CPA, CFP, founder of a dental CPA and financial planning firm, dives deep into the Employee Retention Credit (ERC)—what it was, how it worked, and the lingering tax implications...  Read More
Top 10 Mistakes When Selling Your Dental Practice
Top 10 Mistakes When Selling Your Dental Practice View More Episodes:  Selling a dental practice is one of the biggest financial decisions in a dentist’s life—and it’s easy to make costly mistakes. In this episode, Brian Hanks sits down with Wes Read, CPA and founder of PracticeCFO, to break...  Read More
Full Arch Dentistry Case Acceptance and Industry Challenges
Full Arch Dentistry View More Episodes:  In this powerful episode of The Dental Boardroom Podcast, host Wes Reed, CPA and CFP, sits down with the dynamic Stacy Farley—former corporate sales leader turned dental practice powerhouse. Stacy shares her remarkable journey from business and sales...  Read More
Credit Score What Dentists Need to Know
Credit Score What Dentists Need to Know View More Episodes:  Your credit score may not seem like a daily concern, but as a dentist, managing debt is an unavoidable reality. Whether it's student loans, a practice acquisition, or buying a home, your credit score can be the deciding factor in...  Read More
Emergency Reserves: Why, How Much, and How to Invest
Emergency Reserves View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Reed, CPA and Certified Financial Planner, dives into the critical importance of having an emergency reserve fund both personally and for your dental practice. Wes breaks down why cash reserves act as...  Read More
Personal Spending habits: Why Dentists Struggle to live Beneath Their Means
Personal Spending habits  View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Read, CPA and Certified Financial Planner, dives into the importance of establishing a spending plan to achieve long-term financial freedom. Wes discusses common financial pitfalls dentists face,...  Read More
The State of Dentistry in 2025: Trends, Challenges, and Opportunities
The State of Dentistry in 2025 View More Episodes:  Join us for an insightful discussion on the current state of dentistry in 2025. In this episode, we explore the latest financial trends, the best locations for dentists, and the biggest challenges facing the industry today. From compensation...  Read More
Why Dentists Should Exercise
Why Dentists Should Exercise View More Episodes:  In this episode of The Dental Boardroom, host Wes dives into a vital yet often overlooked topic: the intersection of health, wellness, and dentistry. Joined by dental coach Steve Sperry and senior CFO advisor Andrew, the discussion highlights...  Read More
Profit Allocation Models for Dental Partnership
Profit Allocation Models for Dental Partnership View More Episodes: In this episode, we delve into one of the most critical aspects of running a successful dental partnership: profit allocation. Drawing parallels between marriage dynamics and business partnerships, we explore three core models...  Read More
Dental Partnership Legal Structure
Dental Partnership Legal Structure View More Episodes:  In this episode, we explore the financial and legal intricacies of dental partnerships. Learn about the pros and cons of various legal structures, including S corporations and partnerships, and why selecting the right setup is crucial for...  Read More
Partnership Valuations
Partnership Valuations View More Episodes: In this episode, we dive deep into the intricacies of valuing dental practices, particularly in the context of partnerships. We break down key valuation concepts for general practitioners (GPs) and how factors like cash flow, overhead, and goodwill...  Read More
Three elements to a successful dental partnership
Three elements to a successful dental partnership View More Episodes:  In this episode, we dive into the essentials of forming a successful dental partnership—a vital strategy in today’s challenging economic landscape for dental practices. Our host draws on over 15 years of experience to...  Read More
The Cons of Dental Partnerships View More Episodes: 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...  Read More
Pros of Dental Partnership
Pros of Dental Partnership View More Episodes:  In this episode of The Dental Boardroom, host Wes Reid introduces a new series on dental partnerships. If you are in a partnership or considering one, this six-part series is tailored for you. Wes breaks down the financial efficiencies,...  Read More
Revolutionizing Dental Staffing with Virtual Medical Assistants: A Conversation with Beth LaChance
The Dental Boardroom Podcast View More Episodes:  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...  Read More
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