Drilling It Down

Drilling It Down

More dentists than ever are seeking out independent, objective, financial advice. In a world recently flooded with private equity money, lower dental insurance reimbursements, and questionable tax advice, it can be tough to see through the fog and answer the most important question, how can a dentis...

The Truth About Young Practice Buyers & DSOs
Drilling It Down
The Truth About Young Practice Buyers & DSOs

Recent Episodes

37
Oct. 23, 2026

The Truth About Young Practice Buyers & DSOs

Are young dentists really facing a tougher time buying practices, and are DSOs making a comeback? The headlines may not tell the full story. In this episode, Wes and Tyler break down misleading claims surrounding SBA financing, practice acquisitions, and DSO restructuring. They explain what’s really happening in the dental marketplace, why some industry reports can be misleading, and what dentists should know before making major financial decisions. Whether you’re considering buying a practice,
36
Sept. 4, 2026

Are You Losing Tens of Thousands to a Poor Conversion Rate?

The difference between a 40% and a 70% new patient conversion rate can quietly cost your practice tens of thousands of dollars a year. Most dental practices track how many new patient calls come in, but very few track what happens next. That's where the money leaks out. In this episode, Wes and Tyler break down the conversion rate benchmarks separating top-performing practices from average ones, the most common places practices lose potential patients, and the specific process changes that lift
35
Aug. 21, 2026

Avoid These Top 5 Practice Transition Mistakes

On today's episode, Wes is joined by a special guest, David Mathews, Transitions Advisor at McGill and Lyon Practice Transitions. Wes & David sit down to discuss the top 5 mistakes they see doctors make when planning or executing their practice transition. Unfortunately, they've seen way too many doctors make these mistakes, which can be costly AND extend a doctor's time in practice. Plan ahead to ensure you don't make these mistakes, resulting in a smooth and efficient transition! _____________
34
Aug. 14, 2026

IRS Penalty Relief, Buying Patient Charts, and More I August 2026

Wes and Mario are back for another episode recapping this month's newsletter! In August, we highlighted 10 topics dentists and specialists should be aware of to bring in more revenue, avoid costly mistakes, and cut down on costs. Wes and Mario highlight a great way to replace patients lost by dropping PPOs through purchasing patient charts from a retiring doctor. They also cover how to save on supply costs by using a buying group, saving on flights, promoting longevity benefits to improve treatm
33
Aug. 7, 2026

5 Simple Rules That Create Wealthy Dentists

On today's episode, Wes and Tyler sit down to discuss the 5 simple rules that wealthy dentists follow to build their wealth and maintain it. The good news? You don't have to be uber talented or intelligent to understand and follow these rules; they're really quite simple! The tricky part is sticking to them. But make these a priority, and you'll be on your way to financial freedom in no time! This podcast is just a preview of what our McGill & Lyon Dental Advisory members have access to every m
32
July 22, 2026

Is Your Marketing Company Ripping You Off?

On today's episode, Wes is joined by Ryan Strachan of DDS MediaPro, a marketing agency that specializes in helping dentists grow their practice online. Together, they discuss what effective dental marketing should look like and how practices can make smarter decisions when investing in their growth. Ryan and Wes dive into how marketing companies should track new patient acquisition, why monthly reporting and optimization are critical, and the risks of being locked into long-term marketing contr