Take the direct route to
reach your financial goals.

Access tools and resources to guide your journey.


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 and bookmark our blog site.

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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Digital News Monthly

Subscribe to our e-newsletter to get financial information delivered right to your inbox.

Additional Reading

Read some of our educational materials and blogs for more financial insight.


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

Managing Your Cash Flow Crisis
Getting Out of Dental School Debt

Practice Transitions

If you're considering a practice transition, our resources can help guide both the buyer and seller through the partnership process, from the associate phase through dental practice ownership.

Contact Us

6900 Dallas Pkwy.

Ste. 500

Plano, TX 75024


t: 972.233.3323

f: 972.663.3799


Monday through Friday, 8:30 a.m. – 5 p.m.



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