Drilling It Down with Wes Lyon, CPA, CFP®
If you’re a dentist looking to make smarter financial decisions, optimize your practice, and prepare for a secure future, you’re in the right place.
Drilling It Down is a podcast hosted by Wes Lyon, CPA, CFP®, President and CEO at McGill & Lyon Dental Advisors. With each episode, Wes unpacks the financial, legal, and business challenges dentists face, from slashing tax bills and navigating practice transitions to boosting profitability and avoiding costly mistakes.
You’ll get practical strategies – not fluff – based on real conversations with real clients. Whether you’re thinking about retirement, considering a DSO sale, or just want to take home more money each year, Wes brings you the insights that matter.
What You’ll Gain by Listening:
- Tax strategies specific to dental practices
- Transition insights for those selling, buying, or partnering
- Profitability tips that go beyond generic advice
- Real examples pulled directly from McGill & Lyon’s client work
- Step-by-step breakdowns of The McGill & Lyon Dental Advisory newsletter topics
Featured Episodes
One, Big, Beautiful Bill Update: How Will It Affect You?
July 15, 2025: Wes dives into the impact of proposed legislation that could reshape planning strategies for dentists. Are you ready?
Avoid Inflated Sale Leaseback Arrangements in Commercial Real Estate
February 4, 2025: How one bad leaseback deal can drain years of profit – and how to avoid it.
Avoiding Partnership Pitfalls
January 28, 2025: The red flags you need to spot before entering a dental partnership. Real talk from real client experiences.
A Deep Dive Into Private Equity – Part 1
January 7, 2025: Wes breaks down the private equity wave and what it really means for practice owners. Sell smart, or not at all.
About the Host: Wes Lyon, CPA, CFP®
As President & CEO of McGill & Lyon, Wes advises dentists across the country on how to reduce taxes, streamline operations, and transition practices profitably. With deep expertise in dental-specific financial planning, Wes helps practice owners align their business with their life goals, so they can enjoy more freedom, faster.
Get Access to Every Episode
Want full access to the latest Drilling It Down podcasts and additional insightful articles?
- Get your 14-day free trial of The McGill & Lyon Dental Advisory
- Access exclusive monthly webcasts
- Stay ahead with real-time financial guidance
No pressure. No upsell. Just real advice you can use.