The Dental Boardroom

01:03:25

166: Dropping PPOs: The PPO Squeeze

The Dental Boardroom ·

2026/09/21

Participants:Wes Read, host, PracticeCFOMegan Shelton, a practice management consultant specializing in dentistry who previously owned and sold her own dental practiceMichael Anderson, a dental marketing consultant with 13 years in the industryDuration: 60 minutesReimbursement is flat while overhead climbs, and most owners have at least daydreamed about dropping Delta. This session breaks the decision into three levers, price, friction, and yield, and argues that the fee schedule is rarely the real

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01:00:27

165: Private Practice Isn't Dead

The Dental Boardroom ·

2026/08/18

Participants:Wes Read, host, Practice CFO and Practice OrbitJared Bergquist, a licensed business and commercial real estate broker in Nevada who runs his own brokerage selling dental practices and handling dental real estate across Nevada, Utah, and ArizonaDuration: 57 minutesA broker and a CPA walk through what the practice acquisition market looks like right now: where DSO activity stands, what private buyers are competing for, and why the "perfect" practice is the wrong target. They cover

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01:16:39

164: Investing in the AI IPO Boom: SpaceX, OpenAI,...

The Dental Boardroom ·

2026/08/11

Participants:Wes Read, host, PracticeCFOPaul Lipcius, CFO advisor at PracticeCFO, a CPA and Series 65 investment advisor focused on higher net worth clients and capital marketsHoward Farran, host of Dentaltown, who interviews Wes and Paul in this crossover episodeDuration: 71 minutesWith SpaceX, OpenAI, and Anthropic all heading toward historic public offerings, dentists want to know whether to chase the hype. Wes and Paul explain why euphoric IPO pricing rarely rewards latecomers, how to capture

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25:54

163: The Q2 2026 Dental Economy: The Fiscal Squeeze...

The Dental Boardroom ·

2026/08/04

A Dental Boardroom data deep-dive, PracticeCFOA breakdown of the Q2 2026 State of the U.S. Dental Economy Report from the ADA Health Policy Institute, translating national data into what it means for an independent practice. The core tension: dentists feel confident and are busier than ever, yet revenue is flat and margins are squeezed from every side. This episode decodes why, and what owners can do about it.Key topicsThe confidence versus consumer disconnectThe fiscal squeeze on practice

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01:02:26

162: Quarterly Investment Update — AI & the Federal...

The Dental Boardroom ·

2026/07/17

The PracticeCFO investment committee sits down for its quarterly market update, digging into how AI is reshaping valuations and where the Federal Reserve stands today. The core message for practice owners: AI is genuinely transformative, but most of the hype is already priced in — so valuation discipline and diversification still decide long-term returns.Hosts & guests: Wes Read (host, PracticeCFO), Brandon Hobson (Chief Investment Officer, PracticeCFO), and Paul Lipschitz (PracticeCFO

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54:04

161: The Trusted Transition: Dental Practice Brokers...

The Dental Boardroom ·

2026/06/03

In this episode of The Dental Boardroom Podcast, Wes takes a break from his discussion of The Five Types of Wealth to tackle an important topic for dental practice owners: buying and selling dental practices.Drawing from years of experience as a dental CPA and financial advisor involved in hundreds of practice transitions, Wes explores why dental practice sales remain an inefficient marketplace, the critical role brokers play in successful transitions, and the challenges buyers and sellers face

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40:16

160: The Life Razor - Cut Through What Doesn’t Matter

The Dental Boardroom ·

2026/06/02

Wes Read continues his series on The Five Types of Wealth by Sahil Bloom, diving deep into Chapter 4: The Life Razor. Building on the five categories of wealth Time, Social, Mental, Physical, and Financial Wes explores how a single, carefully crafted sentence can become the most powerful decision-making tool in your life and practice. From the cockpit of Apollo 13 to Netflix’s boardrooms, to a late afternoon assembling a hydraulic bed with his son, this episode delivers a framework that is equal

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46:29

159: ES: AI & The Dental Practice

The Dental Boardroom ·

2026/05/27

159: Executive Sessions: AI & The Dental PracticeWhat does AI actually mean for your dental practice right now? In this executive session, host Wes sits down with Michael Anderson from Wonderist Agency, one of the nation's largest dental marketing firms, and Dr. Megan Shelton of Shelton Solutions to cut through the hype and talk about what's really changing.They cover the dramatic shift in patient search behavior (ChatGPT now accounts for 20% of all searches and is growing), why the fundamentals

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45:02

158: The Richest Dentist You Know Isn't the Wealthiest

The Dental Boardroom ·

2026/05/07

In this episode, Wes Read continues his deep-dive review of The Five Types of Wealth by Sahil Bloom, a book that profoundly influenced his thinking as a financial planner who has spent his career helping dentists build meaningful lives through their practices.Wes covers the book’s preface and Chapter 2, unpacking the research on money and happiness, the philosophy behind redefining wealth, and Sahil Bloom’s powerful framework: the five types of wealth that truly define a fulfilled life.What You’ll

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47:38

157: 30 Dinners Left - Why Money Isn't Wealth

The Dental Boardroom ·

2026/05/04

Most dentists are hitting their financial goals and still feel like something is missing. In this episode, Wes Read (CPA, CFP, and founder of Practice CFO) steps back from the balance sheet to ask a bigger question: what does wealth actually mean? Kicking off a new multi-episode series, Wes introduces the book The 5 Types of Wealth by Sahil Bloom, a framework that redefines wealth across five dimensions and challenges high-earning, time-poor practice owners to intentionally design the lives they

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43:59

156: Build the Practice or Build the Life? The...

The Dental Boardroom ·

2026/05/01

One of the most persistent tensions in dental practice ownership is deceptively simple: should you reinvest surplus cash back into the practice, or distribute it to yourself? In this executive roundtable, Wes, Michael, and Megan break down the capital allocation framework every dentist-owner needs, from defining “enough” personally and professionally, to tracking ROI on every dollar invested in people, equipment, and marketing.Key Topics Capital allocation is the most important strategic decision

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25:32

155: 2026 Q1 Financial Market Update

The Dental Boardroom ·

2026/04/28

In this episode, host Wes Read uses an AI-generated summary of the American Dental Association Health Policy Institute's Q1 2026 State of the US Dental Economy report to unpack what's really happening inside your local dental clinic and why it's a surprisingly accurate lens for the entire American economy.Your local dentist is fighting an invisible war: global supply chain disruptions, international tariffs, a crippling labor shortage, and flatlined insurance reimbursements all while keeping smiles

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01:04:22

154: The Hidden Ceiling: How Doctors Cap Their Own...

The Dental Boardroom ·

2026/04/23

Most dentists are brilliant clinicians, but somewhere between $1M and $3M in collections, growth stalls. Not because of skill, not because of ambition, but because every decision still runs through the doctor. In this Executive Session, Wes sits down with practice management consultant Megan Shelton (Shelton Solutions) and marketing strategist Michael Anderson (Wondrous) to break down what it actually takes to build a leadership team that lets you scale, whether you’re going from one practice to

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50:08

153: Cost Segregation Tax Strategy for Dentists - Part 5

The Dental Boardroom ·

2026/04/21

The final episode of the cost segregation series. Wes covers the grouping election, the one tax election that determines whether building losses can offset practice income or get suspended indefinitely. Includes the self-rental asymmetry, how to execute the election, five pros, six cons, and when to make it.Key Topics Covered1. The Self-Rental AsymmetryRental income from a building you operate in a non-passive (taxable)Rental losses from that same building are passive (trapped)Result: a $300,000

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45:50

152: Cost Segregation Tax Strategy for Dentists - Part 4

The Dental Boardroom ·

2026/04/16

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, delves into the advanced mechanics of cost segregation and how dentists can use it strategically to optimize long-term tax outcomes. He explains the key differences between bonus depreciation and Section 179, explores how state tax rules can impact overall savings, and shares what to look for when selecting a qualified cost segregation firm.Wes also highlights how cost segregation can play a

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31:05

151: Cost Segregation Tax Strategy for Dentists - Part 3

The Dental Boardroom ·

2026/04/14

In Part 3 of the Cost Segregation series, Wes Read shifts from theory to execution. He walks through the five concrete implementation steps every dentist must follow to set up the strategy correctly, runs a detailed numerical example showing exactly how the money flows between the dental S-Corp and the real estate LLC, covers how to determine the right rent amount without triggering IRS scrutiny, and closes with three options dentists should consider when it comes time to retire and decide what to

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29:37

150: Cost Segregation Tax Strategy for Dentists - Part 2

The Dental Boardroom ·

2026/04/09

In Part 2 of this series, Wes Read builds on the cost segregation foundation from Part 1 to cover the critical structural decisions every building-owning dentist must get right. He opens with a firm warning against holding your building inside your S-Corporation, walks through the correct two-entity structure, and then dives into passive activity rules — including the often-asked question about qualifying a spouse as a real estate professional.Key Topics Covered1. Critical Warning: Never Hold Your

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44:06

149: Cost Segregation Tax Strategy for Dentists -Part 1

The Dental Boardroom ·

2026/04/07

In this episode, Wes Read walks dentists through one of the most powerful and underutilized tax strategies available to building-owning dental professionals: cost segregation. With a focus on education and practical application, Wes explains how the two-entity structure (dental S-Corp + real estate LLC), combined with a formal cost segregation study, can generate massive upfront tax deductions that accelerate wealth building. He covers the fundamentals of depreciation, the mechanics of cost

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56:52

148: Why Your Marketing Campaigns are Falling Flat

The Dental Boardroom ·

2026/04/01

In this executive session of The Dental Boardroom Podcast, Wes Read is joined by Michael Anderson (Wondrous) and Megan Shelton (Shelton Solutions) to break down one of the most misunderstood drivers of practice growth: marketing offers.The conversation goes far beyond “$99 new patient specials” and explores what truly makes an offer effective in today’s competitive dental landscape. From identifying when practices should (and shouldn’t) use offers, to understanding how operations and patient

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53:55

147: 2026 Q1 Financial Market Update: Iran and Your...

The Dental Boardroom ·

2026/03/27

In this Episode of Dental Board Room Podcast, host Wes Read sits down with Brandon and Paul to break down the biggest forces currently shaping the market, from geopolitical tensions with Iran to Federal Reserve policy and overall stock market resilience.The discussion explores how global conflict, particularly disruptions in energy supply, can ripple through inflation, interest rates, and portfolio performance. The team shares their base-case expectations, potential risks, and how they are actively

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