The Dental Boardroom

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: Turning Chaos into Financial Freedom , Wes explains why every dentist—regardless of age—should have a personal financial plan. He discusses the importance of building a roadmap f...

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 sometimes become the source of financial harm. He emphasizes the importance of "professional skepticism" , a principle he adopted early in his career at Ernst...

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 explore economic confidence among dentists, patient spending patterns, workforce trends, and the paradox of continued investments despite growing uncertainty. Whether you’re a de...

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 accounts, and accounting software like QuickBooks. Wes and Myles explore the common yet often overlooked issue of reconciling collections data with actual deposits. They dive dee...

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 and legislative changes to the explosive innovation in AI, the team explores why this year has been anything but predictable. They discuss the surprising resilience of ma...

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 hundreds of provisions designed to extend prior tax cuts, adjust deductions, and shape the future of business and personal tax planning. Wes distills the dense legislation into clea...

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 “dental TikTok” became a thing. They explore how generative AI and automation are fundamentally transforming the marketing landscape for dentists—from content creation and SEO t...

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 early-stage team member to driving growth and solving some of the biggest challenges in dental technology—especially data integration. They explore why true AI transformation starts w...

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 explore how artificial intelligence is transforming dental practices across the country. Mike shares his deep experience with dental tech giants like Solutionreach, Denta...

In this eye-opening episode, host Wes Read, CPA, CFP welcomes Vivek Kinra , founder and CEO of Verific, for an in-depth conversation about artificial intelligence in dentistry . The discussion starts off unscripted and fresh, as Vivek shares his unique journey from software engineering to creating multiple dental technology companies—PPO Profits and now Verific. He details how Verific uses genuine...

In this episode of the Dental Board Room Podcast , Wes Read CPA, CFP, continues AI in Dentistry series with a very special guest, Dr. Wardah Inam, founder and CEO of Overjet AI. With a background from MIT and Harvard, Dr. Wardah Inam is at the forefront of AI innovation in dental care. Overjet is the first FDA-cleared dental AI platform for both caries detection and bone level measurements. It’s u...

In this thought-provoking episode of The Dental Boardroom , host Wes Read CPA and CFP continues his AI in Dentistry series by diving deep into one of the most transformative technologies shaping dental practices today—AI agents. Wes welcomes Mitch Hersche, founder of FOJI , a leading innovator in operational AI tools designed for dental offices. Together, they explore the what , why , and how of A...

Welcome to another episode in our special AI in Dentistry series! As AI technologies rapidly evolve, so does their impact on dental practices — clinically, administratively, and technologically. Today, we’re doing something a little different — and very exciting. In this episode, host Wes Read, CPA, CFP shares a live demonstration of how AI can simplify and clarify complex industry insights, using...

In this episode of The Dental Boardroom Podcast , Wes Read, CPA, CFP, kicks off an exciting new series titled "AI in Dentistry." As artificial intelligence reshapes industries worldwide, Wes explores how dental practices can harness its power to improve efficiency, profitability, and patient care—without losing the human touch that defines quality service. Wes shares a foundational overview of wha...

In this episode of The Dental Boardroom , host Wes Read CPA and CFP welcomes special guest Kiera Dent , founder of The Dental A-Team , for a rich, unscripted conversation about what it takes to run a thriving dental practice in 2025. Kiera opens up about her unique journey—from high school dental assistant (yes, because of the scrubs!) to building multi-location dental practices, and eventually fo...

From associate to multi-million dollar practice owner and now dental consultant, Dr. Megan Shelton joins Wes Read, CPA, CFP®, and Paul on this powerful episode of the Dental Boardroom Podcast to share the mindset, strategy, and systems that fueled her remarkable journey. Dr. Shelton opens up about purchasing a struggling $450K practice—while carrying $450K in debt—and how she transformed it into a...

In this episode of the Dental Boardroom Podcast, Wes Read, CPA and CFP, breaks down the key elements of the newly passed House tax bill—H.R.1, also called the “One Big, Beautiful Bill Act.” While it still faces an uncertain path in the Senate, this bill aims to permanently extend many provisions of the 2017 Trump Tax Cuts and Jobs Act. Wes walks dentists through what matters most, including the pr...

In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, sits down with Dr. Bob Marcus to unpack one of the most critical and misunderstood challenges in dentistry: case acceptance . Dr. Marcus—seasoned clinician, educator, and practice management consultant—shares what separates practices that thrive from those that just get by. From mindset to method, he reveals how confidence, commu...

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. Anissa Broussard about her powerful shift from PPO dependence to a thriving fee-for-service practice. Dr. Broussard shares how she reframed her mindset, leveraged social media...

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 and investing landscape in May 2025. Together, they dive into the market’s reaction to global tariffs, recent signals from the Federal Reserve, macroeconomic tren...

If you're a dental practice owner—or planning to become one—this episode could save you thousands. Wes Read, CPA and CFP, breaks down the financial fundamentals every dentist needs to master, especially when it comes to getting money out of your business without triggering IRS penalties. Wes unpacks the critical role of choosing the right business structure—S Corporation, LLC, or sole proprietorsh...

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 economics, hidden challenges, and common myths behind scaling your dental business by adding a second office. Drawing from years of client experiences and financial data, he e...

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, understanding EBITDA is essential. Wes explains what it is, how to interpret it from your P&L, and why every dental professional—owner or associate—should know the business sid...

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 (FFS) model. Using a crown-focused case study, Wes illustrates how fewer procedures can yield significantly higher profits under FFS — even with some patient attrition. If you're...

Welcome back to The Dental Boardroom Podcast with Wes Read CPA, CFP! 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 asking your CPA every year — not just at tax time. Why is this so important? Most CPAs are historians by training — they look backward. But if you learn to e...