Financial Planning and Investments

Showing 1-25 of 33
Page: 1 2
Howard Speaks: The DSO Debt Reckoning Dr. Howard Farran examines major dental debt restructurings and what private practice owners can learn about leverage, cash flow, and rollover equity.
Howard Speaks: The DSO Debt Reckoning
by Dr. Howard Farran, DDS, MBA
Dr. Howard Farran examines major dental debt restructurings and what private practice owners can learn about leverage, cash flow, and rollover equity.
September 2026
View Comments (13)
Associate to Partnership Timothy Lott, CPA, CVA, lays out a strategic guide to buying into a practice, covering the financial structure, the operating agreement, and the non-financial fit that determine whether a partnership actually works.
Associate to Partnership
by Timothy Lott, CPA, CVA
Timothy Lott, CPA, CVA, lays out a strategic guide to buying into a practice, covering the financial structure, the operating agreement, and the non-financial fit that determine whether a partnership actually works.
September 2026
Start Discussion
The Financial Side of Dentistry Wesley Read, CPA, CFP, breaks down cost-plus processing, virtual PPO credit cards, and why avoiding patient surcharges protects both profitability and trust.
The Financial Side of Dentistry
by Wesley Read, CPA, CFP
Wesley Read, CPA, CFP, breaks down cost-plus processing, virtual PPO credit cards, and why avoiding patient surcharges protects both profitability and trust.
June 2026
View Comments (13)
Poll: Finance Dentaltown's monthly dental poll reveals how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the profession. Take a look at this month’s topic and results on finance.
Poll: Finance
Dentaltown's monthly dental poll reveals how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the profession. Take a look at this month’s topic and results on finance.
December 2025
Start Discussion
Budget Musts Dr. Kha Nguyen shares smart budgeting tips to launch a profitable, customized dental startup from day one.
Budget Musts
by Dr. Kha Nguyen
Dr. Kha Nguyen shares smart budgeting tips to launch a profitable, customized dental startup from day one.
September 2025
View Comments (1)
Getting AI Right Jonathan Fashbaugh outlines where dental practices go wrong with AI-powered tools and how to integrate automation in a way that strengthens the patient experience rather than undermining it.
Getting AI Right
by Jonathan Fashbaugh
Jonathan Fashbaugh outlines where dental practices go wrong with AI-powered tools and how to integrate automation in a way that strengthens the patient experience rather than undermining it.
April 2026
View Comments (43)
Is Debt Always Bad? Jason Wood explains why strategically used professional debt can accelerate wealth-building for dentists and why ownership remains the fastest path to financial independence.
Is Debt Always Bad?
by Jason Wood, Esq.
Jason Wood explains why strategically used professional debt can accelerate wealth-building for dentists and why ownership remains the fastest path to financial independence.
December 2025
View Comments (9)
Don’t Clock Out Yet Tim Lott explains how consulting agreements can help sellers reduce taxes, maximize deductions and create smarter allocations during a practice transition.
Don’t Clock Out Yet
by Tim Lott
Tim Lott explains how consulting agreements can help sellers reduce taxes, maximize deductions and create smarter allocations during a practice transition.
December 2025
View Comments (5)
What I Wish I Knew My First Year Out of Dental School Dr. Tony Schicktanz provides a practical guide for new graduates on choosing the right associateship, including tips on compensation, mentorship, culture, and evaluating offers.
What I Wish I Knew My First Year Out of Dental School
by Dr. Tony Schicktanz
Dr. Tony Schicktanz provides a practical guide for new graduates on choosing the right associateship, including tips on compensation, mentorship, culture, and evaluating offers.
April 2026
View Comments (10)
A Balanced Plan David Ranney explains the logistics behind cash balance plans, a lesser-known retirement investment vehicle that, when combined with a 401(k) and profit-sharing plan, allows for higher retirement contributions for the practice owner and some key employees.
A Balanced Plan
by David Ranney
David Ranney explains the logistics behind cash balance plans, a lesser-known retirement investment vehicle that, when combined with a 401(k) and profit-sharing plan, allows for higher retirement contributions for the practice owner and some key employees.
October 2024
Start Discussion
Turn Record Production Into Maximum Profit Certified public accountant Angie Svitak explains how dentists can implement a growth strategy that sidesteps inflation but doesn’t rely solely on increasing production.
Turn Record Production Into Maximum Profit
by Angie Svitak
Certified public accountant Angie Svitak explains how dentists can implement a growth strategy that sidesteps inflation but doesn’t rely solely on increasing production.
October 2022
Start Discussion
Marketing for Startup After spending nearly $8,000 on failed marketing, this Townie looks for advice before it’s too late.
Marketing for Startup
After spending nearly $8,000 on failed marketing, this Townie looks for advice before it’s too late.
August 2022
Start Discussion
Take Control of Your Debt and Yourself Debt expenses hemorrhage from so many places on a profit-and-loss statement, which is why it can be difficult to recognize the aggregate impact of debt on your bottom line. Scheduling Institute founder Jay Geier discusses the most common types of debt associated with a dental practice, and the steps dentists need to take to pay them off.
Take Control of Your Debt and Yourself
by Jay Geier
Debt expenses hemorrhage from so many places on a profit-and-loss statement, which is why it can be difficult to recognize the aggregate impact of debt on your bottom line. Scheduling Institute founder Jay Geier discusses the most common types of debt associated with a dental practice, and the steps dentists need to take to pay them off.
May 2022
Start Discussion
Earned Placement: A Better Bet These dentists didn’t gamble with their scrap—instead, they hit the jackpot
Earned Placement: A Better Bet
These dentists didn’t gamble with their scrap—instead, they hit the jackpot
April 2022
Start Discussion
Townie Poll: Finance Dentaltown's monthly dental poll reveals how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the profession. Take a look at this month’s topic and results on finance.
Townie Poll: Finance
Dentaltown's monthly dental poll reveals how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the profession. Take a look at this month’s topic and results on finance.
November 2021
View Comments (11)
What Game Are You Playing? Independent practice owners usually fall into one of a few different categories, and how they define their role informs which steps they should be taking to help improve the success of their business. In Part 1 of a two-part series, Scheduling Institute founder Jay Geier starts the conversation about how dentists in each category can best position themselves for when it’s time to sell their practice.
What Game Are You Playing?
by Jay Geier
Independent practice owners usually fall into one of a few different categories, and how they define their role informs which steps they should be taking to help improve the success of their business. In Part 1 of a two-part series, Scheduling Institute founder Jay Geier starts the conversation about how dentists in each category can best position themselves for when it’s time to sell their practice.
November 2021
View Comments (3)
Storage Facilities CPA Hunter Satterfield says during periods of inflation or high interest rates, where dentists should keep their money depends on where their priorities lie. When short-term and long-term cash is safely stashed away, where should near-term cash—the only money that should be affected by current volatility—be invested?
Storage Facilities
by Hunter Satterfield, CPA
CPA Hunter Satterfield says during periods of inflation or high interest rates, where dentists should keep their money depends on where their priorities lie. When short-term and long-term cash is safely stashed away, where should near-term cash—the only money that should be affected by current volatility—be invested?
July 2022
View Comments (2)
Howard Speaks: How Will Inflation Affect Dentistry? Dentaltown founder Dr. Howard Farran, who grew up during high inflation in the 1970s and early ’80s, discusses what he learned back then and how he has applied those principles to how he lives now.
Howard Speaks: How Will Inflation Affect Dentistry?
by Dr. Howard Farran
Dentaltown founder Dr. Howard Farran, who grew up during high inflation in the 1970s and early ’80s, discusses what he learned back then and how he has applied those principles to how he lives now.
September 2022
View Comments (112)
Poll: Finance Dentaltown's monthly dental poll reveals how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the profession. Take a look at this month’s topic and results on finance.
Poll: Finance
Dentaltown's monthly dental poll reveals how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the profession. Take a look at this month’s topic and results on finance.
November 2023
View Comments (3)
Is It Worth Creating an In-House Plan When Dropping Insurance? One doc sitting on the FFS fence has questions about membership plans. Townies chime in with examples of their plans and experiences.
Is It Worth Creating an In-House Plan When Dropping Insurance?
One doc sitting on the FFS fence has questions about membership plans. Townies chime in with examples of their plans and experiences.
June 2024
View Comments (27)
Howard Speaks: The Not-So-Beautiful Bill How the BBB act uglies up dental dreams
Howard Speaks: The Not-So-Beautiful Bill
How the BBB act uglies up dental dreams
August 2025
View Comments (126)
Professional Courtesy: I’m a Dentist—Now What? Dentaltown editorial director Dr. Thomas Giacobbi uses his nearly three decades of experience to shed light on some of the questions that new dentists might have upon graduating.
Professional Courtesy: I’m a Dentist—Now What?
by Dr. Thomas Giacobbi
Dentaltown editorial director Dr. Thomas Giacobbi uses his nearly three decades of experience to shed light on some of the questions that new dentists might have upon graduating.
New Grad Edition 2021
Start Discussion
How’s Your (Financial) Health? In this midyear financial health checkup, Scheduling Institute founder Jay Geier discusses the three most important areas of a dental practice that owners need invest in for positive returns.
How’s Your (Financial) Health?
by Jay Geier
In this midyear financial health checkup, Scheduling Institute founder Jay Geier discusses the three most important areas of a dental practice that owners need invest in for positive returns.
June 2021
Start Discussion
Play Your Cards Right Dr. Jason Annan has been leveraging dental office overhead costs to earn hundreds of thousands of credit card rewards points, then converting the points into truly valuable assets. This Townie shares some of his top tips and advice so readers can parlay their own bills into bonus miles and other benefits.
Play Your Cards Right
by Dr. Jason Annan
Dr. Jason Annan has been leveraging dental office overhead costs to earn hundreds of thousands of credit card rewards points, then converting the points into truly valuable assets. This Townie shares some of his top tips and advice so readers can parlay their own bills into bonus miles and other benefits.
September 2021
View Comments (2)
4 Common Financial Mistakes Made By Dentists CPA and investment advisor Tim Greaves explains four financial changes that dentists should consider making to maximize their practice, even after the pandemic.
4 Common Financial Mistakes Made By Dentists
by Tim Greaves, CPA
CPA and investment advisor Tim Greaves explains four financial changes that dentists should consider making to maximize their practice, even after the pandemic.
July 2021
View Comments (2)
Showing 1-25 of 33
Page: 1 2
Dentaltown Magazine
September 2026
Dentaltown Magazine September 2026 Read Current Issue Read Archived Issues
Sponsors
Townie Perks
Townie® Poll
How many labs do you use on a regular basis?