Our Knowledge, Your Audience

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Dentists often feel stuck in the middle of their advisors, left to quarterback all of the important decisions. Our interactive workshops and presentations guide dental professionals in the smart, effective management of their personal and business financial matters, helping bring the two into alignment in order to reach their financial goals. Through our most popular courses, learn the factors, attitudes and disciplines that produce positive financial outcomes.

Popular Lectures

FINANCIAL DECISIONS THE DENTIST MUST GET RIGHT:
Real World Answers to Dentistry’s Tough Financial Questions

From dental school graduation through preparing your estate for your heirs, this presentation provides strategies for maximizing practice and personal financial decisions because they are absolutely connected, and they impact each other. In this content-rich, interactive course, learn proven formulas behind building wealth, tax strategies to improve cash flow, plus the short- and long-term benefits of various investment environments. Determine how your practice compares to similar practices, and evaluate how you’re tracking on the path to financial freedom.

UNDERSTANDING THE VALUE OF YOUR PRACTICE IN A SELLER’S MARKET

If you’ve contemplated either the purchase or sale to a private owner or DSO/Private Equity Group, there are considerations you need to analyze to ensure you come out on top. 2019 is a seller’s market, which means sellers have a variety of options—and understanding the math is essential prior to transitioning the business. In what can be an emotional process, this session will cover proven strategies for business owners to position themselves financially to sell a portion or all of the practice when the time is right.

OWNING YOUR PRACTICE:
The Key to Your Financial Future

Dentistry is changing rapidly!  This high-energy lecture will leave all audience members fired up and crystal clear on why ownership is the way to go. We will weigh the risks, consider debt, and evaluate options associated with opening a practice, entering a partnership, buying an existing practice, or working as a partner in a corporate dentistry environment. This lecture illuminates the path which a new dentist should take which leads to long-term personal and financial success.

Darrell Cain
CWA Founding Partner
Judson Crawford
CWA Partner
Charles Loretto
CWA Partner
Hunter Satterfield
CWA Partner
Dan Wicker
CWA Managing Partner
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Address

6900 Dallas Pkwy.

Ste. 500

Plano, TX 75024

Phone

t: 972.233.3323

f: 972.663.3799

Hours

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