Financial Planning Resources

Our reports, videos, podcasts and case studies all offer more insight into our financial philosophies. These resources are available to help you navigate your financial journey. Interested in getting monthly updates on new resources? Subscribe to our e-newsletter, Digital News Monthly, or bookmark our blog site.

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Digital News Monthly

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How to Transition Into or Out of a Dental Practice

Listen to Our Free Podcast

Available now on SoundCloud, Google Play and Apple Podcast.

All three episodes cover key concepts of the CWA Practice Transition philosophy. Follow along with our complimentary Practice Transition Toolkit. Download the free toolkit below and get the tools needed to assess your situation before a transition.

Follow along and assess your own situation with our Practice Transition Seminar Toolkit, available at


Take a look at a few of our most popular videos.
Subscribe to our YouTube channel to get notifications when new videos are available.

Principles of Wealth Accumulation
Managing Your Cash Flow Crisis
Getting Out of Dental School Debt

Additional Reading

Read some of our popular case studies and blogs for more financial insight.

Case Study: Money Optimization
3-to-1 Money Growth Chart
Case Study: Partnership

Benchmarking tools

How Does Your Dental Practice Compare?

An annual compilation of general dentistry and specialty practice averages to help set benchmarks for revenue and overhead costs.

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An annual compilation of CWA client averages for production and collections and other costs effecting revenue generation.

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Get a free copy of our first edition of our report, which is a compilation of information from a survey of CWA pediatric clients.

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