Podcast Series

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Interviews with

New Owners

New Owner Interviews

Wes Read CPA, CFP®

From Good to Great. An Ortho Practice Acquisition with Dr. Chad Foster

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From Good to Great. An Ortho Practice Acquisition with Dr. Chad Foster

Dr. Chad Foster shares about his experience purchasing an orthodontic practice in Phoenix AZ. As a client of PracticeCFO during […]
Wes Read CPA, CFP®

Grit, Leadership, Culture, and Acquisitions with Dr. Landon Libby and His Wife Nichole

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Grit, Leadership, Culture, and Acquisitions with Dr. Landon Libby and His Wife Nichole

In this week’s episode of the Associates on Fire podcast, we talk with Dr. Landon Libby and his wife and […]
Wes Read CPA, CFP®

Innovation, Build Out, Virtual Consults and More with Dr. Weston Spencer DDS

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Innovation, Build Out, Virtual Consults and More with Dr. Weston Spencer DDS

In this week’s episode of the Associates on Fire podcast, we have a long-time friend and client, Dr. Weston Spencer, […]
Drew Phillips, CPA, and CFO Advisor

A Blueprint for Finding and Growing your First Dental Practice by over 50% in Year One

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A Blueprint for Finding and Growing your First Dental Practice by over 50% in Year One

In this week’s episode of our Associates on Fire podcast, we have Dr. David and Kristin Kelly on the show […]
Wes Read CPA, CFP®

Financial Independence in 10 Years - The Journey of Dr. Jared Lee

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Financial Independence in 10 Years – The Journey of Dr. Jared Lee

In this week’s episode of the Associates on Fire podcast, we have Dr. Jared Lee and his wife Kristin on […]
Wes Read CPA, CFP®

Dropping In-Network Delta PPO and Family Partnerships with Dr. Robert Jungman

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Dropping In-Network Delta PPO and Family Partnerships with Dr. Robert Jungman

In this week’s episode of the Associates on Fire podcast, Dr. Robert Jungman walks us through the experience of buying […]

Seasoned Owners

Seasoned Owner Interviews

Wes Read CPA, CFP®

A Buyers Story Every Dentist Should Listen to with Dr. Tim Garofolo

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A Buyers Story Every Dentist Should Listen to with Dr. Tim Garofolo

In this episode of the Associates on Fire program we have Dr. Tim Garofolo as our guest. To say Tim’s […]
Wes Read CPA, CFP®

Must-Avoid Mistakes as a Practice Owner with Dr. Kevin Kenny

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Must-Avoid Mistakes as a Practice Owner with Dr. Kevin Kenny

In this episode of the Associates on Fire program, Dr. Kevin Kenny shares the mistakes that opened his eyes to […]
Wes Read CPA, CFP®

Building a Killer Cosmetic Dental Practice with Dr. Todd Snyder

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Building a Killer Cosmetic Dental Practice with Dr. Todd Snyder

Are you interested in building a cosmetic dental practice? If so, tune in to this episode. Dr. Todd Snyder started […]
Drew Phillips, CPA, and CFO Advisor

The Stories of Thriving Practice Owners: La Costa Dental Excellence

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Drew Phillips, CPA, and CFO Advisor

The Stories of Thriving Practice Owners: La Costa Dental Excellence

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The Stories of Thriving Practice Owners: La Costa Dental Excellence

We’re excited to introduce the first episode of our new series “The Stories of Thriving Practice Owners”. In this new […]
Drew Phillips, CPA, and CFO Advisor

The Stories of Thriving Practice Owners: Dr. Beth Bowen

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The Stories of Thriving Practice Owners: Dr. Beth Bowen

We have Dr. Beth Bowen on this week’s episode of the Associates on Fire Podcast. Beth has the unique experience […]
Wes Read CPA, CFP®

Juggling Motherhood and Dentistry: Dr. Grace Yum

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Juggling Motherhood and Dentistry: Dr. Grace Yum

Being a great mom can be challenging. Being a great mom while practicing dentistry can be downright overwhelming. How can […]
Wes Read CPA, CFP®

Growing a True Multi-Specialty Practice with Dr. Nick Marongiu

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Growing a True Multi-Specialty Practice with Dr. Nick Marongiu

In today’s show, we interview Dr. Nick Marongiu. Nick owns and operates a very large, single location multi-specialty practice in […]
Wes Read CPA, CFP®

Thriving within a PPO Practice!

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Thriving within a PPO Practice!

The Associates On Fire Podcast has always favored a Fee-For-Service practice model. However, we admit we’ve seen practices succeed within […]
Drew Phillips, CPA, and CFO Advisor

Inspiring Smiles and Changes

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Inspiring Smiles and Changes

We are beyond thrilled to have Dr. Elona Gaball share her journey as both a dental practice owner and founder of Inspire Changes, a non-profit […]

PracticeCFO Advisors

PracticeCFO Advisor Interviews

Wes Read CPA, CFP®

Associates on Fire: Opening Podcast

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Associates on Fire: Opening Podcast

Time to ignite dental associates! In this opening podcast, we lay out what the Associates on Fire program is all […]
Wes Read CPA, CFP®

Everything You Need to Know When Purchasing a Dental Practice

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Everything You Need to Know When Purchasing a Dental Practice

In this week’s episode of the Associates on Fire podcast, our founder and CEO, Wes Read, goes over everything you […]
Wes Read CPA, CFP®

Student Loan Update: IDR/PSLF Waivers and Student Loan Servicer Changes

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Student Loan Update: IDR/PSLF Waivers and Student Loan Servicer Changes

Stay current with critical changes to the student loan rules in this episode. In it, we discuss how the government […]
Wes Read CPA, CFP®

Overcoming Financial Headwinds to Thrive as a Private Practice Owner Today

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Overcoming Financial Headwinds to Thrive as a Private Practice Owner Today

The first of our “CFO Series”, we interview two of our team members, Paul Lipcius and Nick Daugherty. Both are […]
Wes Read CPA, CFP®

DSOs, DPOs, and Other Dental Financial Talk with Drew Phillips CPA

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DSOs, DPOs, and Other Dental Financial Talk with Drew Phillips CPA

Welcome to the second episode of our CFO Series! In it, we interview our very own Drew Phillips of Team […]
Drew Phillips, CPA, and CFO Advisor

PracticeCFO’s Diversified Approach to Investing

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PracticeCFO’s Diversified Approach to Investing

What’s the smartest way to invest your money to win in the long term? Dental practices benefit from being in […]
Wes Read CPA, CFP®

Inflation, Interest Rates & Investing into 2024

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Inflation, Interest Rates & Investing into 2024

Inflation is down and the stock market is rallying in response. But the Fed is exercising caution before it lowers […]

Industry Experts

Industry Expert Interviews

Drew Phillips, CPA, and CFO Advisor

Investing In The Modern World: Ep. 2

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Investing In The Modern World: Ep. 2

With another quarter in the books, it’s time for another episode with PracticeCFO’s investment director, Brandon Hobson. In our quarterly […]
Wes Read CPA, CFP®

Hygiene Superstar: Quadrupling the Production of Your Hygienist

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Hygiene Superstar: Quadrupling the Production of Your Hygienist

If you see your hygienist as someone who simply cleans teeth, you’re missing an opportunity. Steve Sperry characterizes hygienists as […]
Wes Read CPA, CFP®

The Serial Dental Entrepreneur with Dr. Mark Costes

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The Serial Dental Entrepreneur with Dr. Mark Costes

There’s nothing overly complex about the business of owning a dental practice. And while anybody who’s graduated from dental school […]
Wes Read CPA, CFP®

Five Dumb Things That Smart Dentists Do

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Five Dumb Things That Smart Dentists Do

You’ve got to be pretty smart to be a dentist. You went to college, excelled in a difficult major like […]
Wes Read CPA, CFP®

The Factors of Success in a Dental Partnership

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The Factors of Success in a Dental Partnership

What makes for a happy “business marriage” between two or three dentists? Why do dental partnerships fail frequently? Will a dental […]
Wes Read CPA, CFP®

Estate Planning 101 for Dentists

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Estate Planning 101 for Dentists

Dentists can better prepare for their future by establishing a well-drafted estate plan. All too often, however, they delay doing […]
Drew Phillips, CPA, and CFO Advisor

The Dental Marketing Wonder

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The Dental Marketing Wonder

On this episode of The Dental Boardroom Podcast, we welcome Michael Anderson – co-founder of The Wonderist Agency. Wonderist is one […]
Wes Read CPA, CFP®

Live at MDIBS CEO Roundtable 2023! Patient Membership Plans 101 w/ Kleer

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Live at MDIBS CEO Roundtable 2023! Patient Membership Plans 101 w/ Kleer

In this episode, we’re live on the conference floor of the Mommy Dentists In Business CEO Roundtable in Laguna Beach, […]
Greg Maravilla

Diving Into Delta Dental Insurance

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Diving Into Delta Dental Insurance

We welcome back Joanne Tanner to The Dental Board Room, this time taking a deep dive into the world of […]
Wes Read CPA, CFP®

Why Are You In Life?

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Why Are You In Life?

The Dental Board Room welcomes Chuck Blakeman, a life and business advisor to dentists. Chuck is a best-selling author, entrepreneur, TED […]
Wes Read CPA, CFP®

Landmines To Avoid When Purchasing a Dental Practice (And More!)

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Landmines To Avoid When Purchasing a Dental Practice (And More!)

Purchasing a dental practice is a complicated process full of potential landmines. In this episode, we interview Joanne Tanner, a 30-year […]
Wes Read CPA, CFP®

Upside Leadership as a Dental Practice Owner: Part 2

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Upside Down Leadership as a Dental Practice Owner: Part 2

We welcome back Bob Spiel, coach and practice management consultant. Bob brings his background as an MBA and operations director […]
Wes Read CPA, CFP®

Upside Leadership as a Dental Practice Owner: Part 1

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Upside Down Leadership as a Dental Practice Owner: Part 1

We welcome back Bob Spiel, coach and practice management consultant. Bob brings his background as an MBA and operations director […]
Wes Read CPA, CFP®

Student Loans: The Latest Updates

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Student Loans: The Latest Updates

Join us for yet another podcast on changing landscape of student loans. In this podcast, we interview Dan Rooker, CFP, […]
Drew Phillips, CPA, and CFO Advisor

Guest on Studio 8E8's Podcast

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Wes Read CPA, CFP®

Outsourced Insurance Verification and Billing: Everything You Need to Know!

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Outsourced Insurance Verification and Billing: Everything You Need to Know!

One increasing trend in both private and group practices is centralized, or outsourced, billing. In this episode, we talk with […]
Wes Read CPA, CFP®

Single Doctor "Nuts-and-Bolt" Dental Practice Owner sells for $1,850,000. How'd he do it?

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Single Doctor “Nuts-and-Bolt” Dental Practice Owner sells for $1,850,000. How’d he do it?

In this episode of our Associates on Fire podcast we talk with Bob Marcus, former practice owner that ran a […]
Drew Phillips, CPA, and CFO Advisor

The Dental Insurance and Billing Guru - Dr. Travis Campbell

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The Dental Insurance and Billing Guru – Dr. Travis Campbell

This guest has a reputation in insurance and billing that precedes him; you may know him as the dental insurance […]
Drew Phillips, CPA, and CFO Advisor

Investing In The Modern World

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Investing In The Modern World

In this week’s episode of the Associates on Fire Podcast, we have Brandon Hobson, the Investment Director of PracticeCFO, on […]
Wes Read CPA, CFP®

Understanding Employer Law in a Dental Practice

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Understanding Employer Law in a Dental Practice

As current or future business owner, it’s critical you understand the laws around employment. If not, you run the significant […]
Wes Read CPA, CFP®

The Power of Virtual Consults: How to Bring Cosmetic Dentistry Into Your Practice Like Never Before

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The Power of Virtual Consults: How to Bring Cosmetic Dentistry Into Your Practice Like Never Before

In this episode we interview Dr. Brian Harris, founder of Virtual Smile, a software platform and doctor-education group that enables […]
Drew Phillips, CPA, and CFO Advisor

Drew Phillips, CPA, and CFO Advisor

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Unlocking the Secrets of Dental Insurance and Billing – Part 1 of 2

In this episode of the Associates on Fire podcast, we have the wizard of dental insurance and everything that is […]
Drew Phillips, CPA, and CFO Advisor

The Secret to Converting Over 85% of Full Arch Dental Implant Cases

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The Secret to Converting Over 85% of Full Arch Dental Implant Cases

In this weeks episode of the Associates on Fire podcast we have two very special guests on the show, Dr. […]
Drew Phillips, CPA, and CFO Advisor

Building or Remodeling the Dental Practice of your Dreams Starts with this Episode!

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Building or Remodeling the Dental Practice of your Dreams Starts with this Episode!

In this week’s episode of the Associates on Fire Podcast, we have the author of DentalEase and CEO and founder […]
Drew Phillips, CPA, and CFO Advisor

Learning the Legal Side of Dentistry

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Learning the Legal Side of Dentistry

In this week’s episode of the Associates on Fire Podcast, we have dental attorney and CEO of Acquire Dental Law, […]
Drew Phillips, CPA, and CFO Advisor

Learning the Real Estate Side of Dentistry

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Learning the Real Estate Side of Dentistry

In this week’s episode of the Associates on Fire Podcast, we have a special guest, Colin Carr. Colin is the […]
Wes Read CPA, CFP®

Tackling Your Dental Student Loans with Travis Hornsby

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Tackling Your Dental Student Loans with Travis Hornsby

In this week’s episode of the Associates on Fire podcast, we have Travis Hornsby on the show. Travis Hornsby is […]
Wes Read CPA, CFP®

Life and Disability Insurance Every Dentists Should Have

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Life and Disability Insurance Every Dentist Should Have

In this week’s episode of the Associates on Fire podcast, we have Brian Leet. Brian is a non-captive insurance broker […]
Wes Read CPA, CFP®

Embezzlement Identification and Control Guide for your Dental Practice

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Embezzlement Identification and Control Guide for your Dental Practice

In this week’s episode of the Associates on Fire podcast, we have CEO and founder of Prosperident, David Harris. Prosperident […]
Wes Read CPA, CFP®

Navigating the PPO Landscape with Nick Partridge

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Navigating the PPO Landscape with Nick Partridge

In this week’s episode of the Associates on Fire podcast, we talk with Nick Partridge, founder of Five Lakes Dental […]
Wes Read CPA, CFP®

Building a Holistic Dental Marketing Plan for your Practice

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Building a Holistic Dental Marketing Plan for your Practice

In this weeks episode we have the owner of Dental Game Plan, Josh Summers. Dental Game Plan is a holistic […]

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