Podcast/Blog Posts

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When The Seller Puts Too Many Demands On The Buyer
Dr. Gary DDS describes a situation where a seller, transitioning from owner to employee, sabotaged the sale by making excessive demands regarding work hours and insisting on expensive, specialized equipment - such as a specific operatory light - that the buyer was unwilling to purchase. Dr. Gary...  Read More
S6 E10 - Has Banking's view of Dentistry changed? With Rob Wild, TD Bank
Co-Travel Podcast Intro Click the link below to listen to the episode. https://www.buzzsprout.com/1447378/episodes/17892286  Read More
Turning Chaos into Financial Freedom - Part 4 View More Episodes:  Welcome back to another episode of the Dental Boardroom Podcast, where we help dental practice owners break down the world of finance and build a path to financial independence. We’re now entering Phase 3 of our series...  Read More
Build Your Practice Growth Dream Team
Build Your Practice Growth Dream Team  Having a rockstar dream team surrounding you when you build your first (or 50th) practice is crucial. We're not talking about your internal team, but your external one such as CPA's, Lawyers, etc. In this episode we'll dive into who you should have on your...  Read More
Whose Money is it Anyway? AR Management Post Close Transitions (#1 Reason for Lawsuits)
The #1 Reason for Post Sale Lawsuits!  Accounts Receivable in a Transition - Whose Money is it Anyway?    For dentists purchasing a new practice, the transition period is often filled with anxiety regarding clinical continuity and staff retention. However, a recent episode of the  podcast...  Read More
Our Ongoing Staffing Conundrums
Optimizing the staffing model for any practice always seems to be a work-in-progress.   Dentistry is certainly not getting any easier, and top line pressures only exacerbate the need to identify pockets of opportunity in practice overhead. You can only wring out so many efficiencies in supply...  Read More
Dental Attorney Does The Unthinkable And Saves The Day
How a Dental Attorney Can Protect - and Even Save -Your Dental Practice Running a successful dental practice today requires far more than clinical excellence. Between contracts, compliance, partnerships, and practice transitions, dentists face complex business challenges that can dramatically...  Read More
Turning Chaos into Financial Freedom - Part 3 View More Episodes:  Welcome back to The Dental Board Room Podcast! In this episode, we continue our multi-part series on financial planning for dental practice owners. Phase 1 covered building the right financial team. Now in Phase 2, we shift the...  Read More
Turning Chaos into Financial Freedom - Part 2 View More Episodes:  Welcome back to The Dental Boardroom Podcast! In this episode, we continue our deep-dive series on financial planning for dental practice owners — turning financial chaos into true financial freedom. Today, host Wes Read, CPA...  Read More
Turning Chaos into Financial Freedom - Part 1 View More Episodes:  In this kickoff episode of a brand-new series, host Wes Read shares the foundation of financial planning tailored specifically for dental practice owners. Drawing from his widely presented talk, Dental Financial Planning:...  Read More
S6 E07 - SEO is DEAD! It's all about the Story with Marc Wagner of Dentist on Demand
Co-Travel Podcast Intro You can find the Co-Travel Podcast and all the episodes on your preferred podcast platform, or by clicking the link below.   Read More
Is Your Team Stealing From You? View More Episodes:  In this episode, Wes Read dives deep into a topic that keeps many dental practice owners awake at night: embezzlement. Drawing from real-life cases and his years of experience working with dentists, Wes explores how trusted team members can...  Read More
2025 Q2: State of the Dental Industry (ADA Report) View More Episodes:  In this quarter’s deep dive, Wes Read unpacks the latest insights from the ADA Health Policy Institute’s Q2 2025 report—a comprehensive look at the state of the U.S. dental economy. Using AI to summarize key findings, we...  Read More
Embezzlement Prevention Through Dentrec Technology View More Episodes:  In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, is joined by Myles Davis, founder of Dentrec—a platform designed to bring clarity and consistency between dental practice management systems, bank...  Read More
Key Events Shaping Your Portfolio in 2025 View More Episodes:  In this quarterly market update, Wes Read is joined by Chief Investment Officer Brandon Hobson and investment committee member Paul Lipcius to unpack the swirling forces shaping the markets in mid-2025. From geopolitical tensions...  Read More
Super Bowl Showdown: Seattle vs. New England – Where to Open Your Practice in 2026?
Super Bowl Showdown: Seattle vs. New England – Where to Open Your Practice in 2026? Listen to the podcast here: Podcast Transcript: Podcast Script Welcome to The Perfect Place to Put a Practice! I’m your host, Mike Green, from Doctor Demographics. Today, we're throwing it back to one of the...  Read More
New Tax Rules Just Passed — Dentists Need to know View More Episodes:  In this important episode, Wes Read walks dental and healthcare practice owners through the major tax provisions of the sweeping “One Big Beautiful Bill,” passed just before July 4th. This landmark legislation includes...  Read More
How AI Is Redefining Dental Marketing with Adrian View More Episodes:  In this episode of The Dental Boardroom, host Drew Phillips sits down with Adrian Lefler, Co-Founder and CEO of My Social Practice. Adrian has been helping dental practices master digital marketing since 2009—long before...  Read More
How NexHealth Is Automating the Patient Experience View More Episodes:  In this insightful episode, Drew Phillips continues the special series on AI in Dentistry with a deep dive into how Next Health is helping practices modernize patient experiences. Kyle Johnson shares his journey from...  Read More
How Pearl AI Is Enhancing Diagnosis and Case View More Episodes:  In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP, and owner of Practice CFO, sits down with Mike Buckner from Pearl AI—one of the frontrunners in AI-powered clinical analysis for dentistry. Together, they...  Read More
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