E78 Partners

APRIL 10, 2023

In today’s rapidly evolving dental industry, practice owners and Dental Service Organizations (DSOs) face numerous challenges in managing patient care, ensuring compliance, and maintaining profitability. In addition, DSOs can efficiently manage and organize the vast amounts of data generated across multiple locations.

Practice Management 52

Practice Management Compliance Problem Solving Securities 52

CFO News Room

DECEMBER 3, 2022

From there, we have several articles on practice management: The three essential skills firm owners need to build the right team, including why it is important to always be on the lookout for potential employees. Next, it is important for firm owners to hone their management skills (or to add effective ‘people managers’ to the team ).

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 27, 2022

John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. So we’ve built in what we want, the communication, and depending on the advisor.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130