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

August 16, 2022

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.


  • 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. 


  • 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. 


McGill and Lyon Dental Advisors Website

McGill and Lyon Dental Advisors LinkedIn

Subscribe to our Podcast

How Can We Help You Grow?