Episode 40 – Orthodontic Practice Economics with Wes Lyon, CPA, CFP

Subscribe to our Podcast

On today’s episode of The Golden Age of Orthodontics, we are joined by Wes Lyon, President and CEO of the newly rebranded McGill and Lyon Dental Advisors. They provide specialized tax business and financial planning exclusively to Orthodontists and dental specialists. Wes is a CPA and certified financial planner, tune in as he offers objective advice to improve practice profitability and help practitioners achieve financial independence.

IN THIS EPISODE:

  • Wes discusses OSO and DSO. 
  • The importance of practice plans, goals, and exit strategies for the future. 
  • To sell or not to sell: Wes’s services for practice owners. 
  • How the OSO’s affect the independent orthodontic practices. 
  • Marketing directly to the consumer and improving digital footprint. 

KEY TAKEAWAYS: 

  • Instead of selling your practice, call someone who may help you market rather than giving up the most valuable asset you have in fear. 
  • Market directly to your consumers. 
  • Expand your digital footprint as a practice. 

RESOURCE LINKS

McGill and Lyon Dental Advisors Website

McGill and Lyon Dental Advisors LinkedIn

About The Golden Age of Orthodontics Podcast and People + Practice

The Golden Age of Orthodontics is an award-winning industry podcast produced by People + Practice, a leading orthodontic marketing agency specializing in practice growth, digital marketing, branding, and AI search visibility for orthodontists.

Hosted by People + Practice co-founders Dr. Leon Klempner and Amy Epstein, MBA, the podcast combines decades of firsthand orthodontic practice experience with strategic marketing expertise to help orthodontists navigate an evolving industry.

Dr. Klempner, a retired orthodontist with 38 years of clinical experience, brings a unique understanding of the challenges facing private practices. Epstein, an accomplished marketing strategist with more than 20 years of experience, specializes in helping orthodontic practices attract patients, strengthen their brands, and achieve sustainable growth.

Together, they lead People + Practice, an orthodontic marketing agency that combines deep industry knowledge with data-driven digital marketing, growth consulting, and innovative AI optimization strategies. Their thought leadership extends beyond the podcast into the agency’s work helping orthodontists build stronger, more competitive practices.

Through conversations with leading orthodontists, industry executives, and technology innovators, The Golden Age of Orthodontics reflects the same expertise and forward-thinking approach that makes People + Practice a trusted marketing partner for orthodontic practices seeking measurable growth.

Learn more about People + Practice’s orthodontic marketing services and how our team helps practices turn marketing into new patients.