Take the direct route to
reach your financial goals.

Access tools and resources to guide your journey.

Benchmarking Reports

How Does Your Dental
Practice Compare?

Turn last year’s adversity into opportunity. Find key areas to improve and target for growth in our new Dental Practice Comparison Report.

Download Now
ORTHODONTIC PRACTICE COMPARISON REPORT

An annual compilation of CWA client averages for production and collections and other costs affecting revenue generation.

Download Now
PEDIATRIC PRACTICE
COMPARISON REPORT

Pediatric practice numbers soared last year in key metrics. Download our Pediatric Comparison Report to compare your practice to others nationwide.

Download Now

resources

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.

MORE RESOURCES

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.

Case Study
Know Your Ratio
Self-diagnose your financial health in less than 15 minutes.
Resource
3-to-1 Money Growth Chart
See how compounding interest can help you reach your goals.
Resource
5 Tax Environments
Understand the five environments available to strategically manage your money.
See how CWA is with you EVERY STEP OF THE WAY

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.

VIRTUAL SEMINAR
AVAILABLE ON
DEMAND
Our two day event is now available virtually at any time.
Podcast
Successful Dental Partnerships
Listen to the three-part series on maximizing the benefits for the buyer and seller.
Workbook
Practice Transition
Toolkit
Work through your own situation and learn more about the process with our toolkit. Download it instantly by clicking here.
Contact Us

Address

17 Cowboys Way

Suite 300

Frisco, TX 75034

Phone

t: 972.233.3323

f: 972.663.3799

Hours

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

 

 

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