Investing doesn’t start with the market. It starts with the practice, the paycheck and the plan behind both. CWA is heading to Nashville to bring that perspective to the Mommy Dentists in Business CEO Roundtable, Jan. 21-22, 2027, where this year’s theme is MDIB & Investing. Our CPAs and advisors work exclusively with dental professionals, […]
Back in Boston and back on the Yankee stage, Charles Loretto, partner at CWA, will present Building Strong Dental Partnerships: Strategies for Fair and Lasting Transitions on Saturday, Jan. 30, from 10 a.m. to noon ET on the exhibit hall floor. A partnership is more than a transaction. For buyers and sellers alike, Charles will […]
Thinking about bringing on a partner, or becoming one? Charles Loretto, partner at CWA, will present Building Strong Dental Partnerships: Strategies for Fair and Lasting Transitions at the Chicago Midwinter Meeting on Friday, Feb. 26, from 10 to 11:15 a.m. CT in the West Theater (SLT201). The terms you agree to on day one shape […]
Orthodontists plan treatment years in advance, and their finances deserve the same long view. CWA is joining the Florida Association of Orthodontists at its 87th Annual Session, Feb. 25-27, 2027, at The Hilton Orlando, to talk about the financial decisions that shape a practice and the life it supports. The annual session brings FAO member […]
CWA is headed to Orlando for Spear Summit 2027, and we’ll be on the agenda. Spear’s annual flagship conference brings general dentists, specialists, practice owners and team leaders together April 7-10 for three days of clinical and leadership education, with 14 CE credits available. Clinical skill builds a great practice, and financial clarity helps it […]
Lead. Sustain. Scale. Every growth plan needs a financial plan underneath it, and that’s the conversation CWA is bringing to Austin. We’ll join the Mommy Dentists in Business CEO Roundtable on April 29-30, 2027, where practice owners will spend two days on what it takes to build a practice that lasts. Cash flow, debt, taxes, […]
Christy Ratcliff, partner at CWA, is taking the stage in Park City. She’ll speak at the 2027 Mommy Dentists in Business Social Summit, Oct. 15-16 at the Grand Hyatt Deer Valley, MDIB’s flagship annual gathering for education, connection and community. Christy will bring the financial side of practice ownership and family life into focus for […]
