Course Overview
Profitability is key to the success of your practice, especially in
today’s rapidly changing orthodontic environment. This presentation will
define the benchmarks for a thriving practice, as well as the pain
points detrimental to a healthy bottom line. Mr.
Lyon will outline specific metrics to monitor, proven strategies to
control overhead, and share solutions to maximize your practice
profitability. *Financial Interest
Learning Objectives
- Determine problematic areas of profitability
- Recognize key efficiency metrics and understand how they impact profitability
- Identify solutions to increase efficiency and profitability
Presenters
Wesley W. Lyon, II *
CPA, CFP
CPA, CFP
Speaker Biography
Wes serves as President and CEO of McGill and Lyon Dental Advisors, specializing in providing comprehensive tax, business, and financial planning for dentists. Wes is also the Founder and Managing Member of Lyon Wealth Advisors Group, LLC, specializing in Wealth Management for dentists. He is a regular contributor to industry publications and frequent speaker at dental societies, study clubs, and industry events nationwide, as well as McGill and Hill Group seminars.
Wes is also the President, CEO, and Co-Editor of The McGill Advisory, a subscription based publication that provides over 5,000 doctors with articles and resources to lower their taxes, increase profits, protect wealth, and plan for a prosperous retirement.
In his spare time, Wes enjoys traveling with his wife, Becca. He is also a car enthusiast and enjoys working on his e36 BMW M3. On warm weekends you’ll find Wes working on his golf swing or boating on the lake.
Wes is also the President, CEO, and Co-Editor of The McGill Advisory, a subscription based publication that provides over 5,000 doctors with articles and resources to lower their taxes, increase profits, protect wealth, and plan for a prosperous retirement.
In his spare time, Wes enjoys traveling with his wife, Becca. He is also a car enthusiast and enjoys working on his e36 BMW M3. On warm weekends you’ll find Wes working on his golf swing or boating on the lake.
Credits/CE Information
1 CEU Credits
Credits Disclaimer
The Pacific Coast Society of
Orthodontists does not review or approve of, or necessarily agree with, the
topics, speakers and presentations set forth in this program. As such, by
virtue of your attendance at this program, you acknowledge that any and all
actions taken by you based upon such topics, speakers and presentations are
undertaken by you at your own risk, and you further agree to hold the Pacific
Coast Society of Orthodontists harmless from any and all liability in relation
to the same. The Pacific Coast Society of Orthodontists encourages you to make
your own independent judgment as to the topics, speakers and presentations, and
to rely on the advice of professionals as appropriate, in making decisions in
relations thereto.