Drilling It Down artwork

Management · Wes Lyon

Drilling It Down

by Wes Lyon

More dentists than ever are seeking out independent, objective, financial advice. In a world recently flooded with private equity money, lower dental insurance reimbursements, and questionable tax advice, it can be tough to see through the fog and answer the most important question, how can a dentist make more money? Join your host Wes Lyon as he helps you see clearly through the fog of dental office financials, allowing you to concentrate on delivering quality dental care. Wes prides himself in offering independent, uncensored, objective advice to help dentists increase practice profitability, make better practice management decisions, and improve their personal financial planning.  Whether you’re a recent graduate, new owner, in the stride of your career, or considering a transition into retirement, the Drilling It Down Podcast will help you make more money, pay less tax, and reach financial independence earlier. About Us McGill and Lyon Dental Advisors is an independently owned one-stop financial services resource for the dental profession, based on their "every step of the way" team approach. Their team offers financial consulting services and continuing education seminars exclusively for dentists nationwide. Throughout the years more than 30,000 doctors nationwide have trusted McGill and Lyon Dental Advisors for objective advice to reach their financial goals. Aside from their consulting, transition, and continuing education services, the group also publishes The McGill & Lyon Dental Advisory, a dental business newsletter that offers valuable insights for all dentists. The McGill & Lyon Dental Advisory provides strategies and advice to help minimize federal and state income taxes, maximize practice profits, reduce overhead expenses, and create and protect your wealth. Membership includes monthly issues, searchable archives, special reports and bulletins, Q&As, financial calculators, forms, guides, letters, and more! Visit mcgilladvisory.com to subscribe! Wes and his guests are experienced dental advisors specializing in tax planning, business planning, financial planning, wealth management, and practice transitions, who take pride in providing independent advice that puts the independent dentists’ best interests first. Host Biography Wes Lyon: Wes helps dentists and specialists across the country achieve financial independence by improving practice profitability, slashing income taxes, managing dental insurance exposure, and making better personal financial decisions. Wes serves as President & CEO of Lyon Publishing Inc., President & CEO of McGill and Lyon Dental Advisors, and Managing Partner of Lyon Wealth Advisors Group, LLC. He is a highly sought after speaker making regular appearances at industry events, study clubs, podcasts, and McGill and Lyon seminars. Wes is also published in other editorials periodically and writes a Financial Management column for the Academy of General Dentistry. Before entering the dental consulting world, Wes worked in institutional investment management. Prior to that, Wes was a financial advisor specializing in helping small business owners with their personal finances. McGill and Lyon Dental Advisors is a consulting firm providing dentists and specialists independent, objective financial advice as it relates to tax planning, business planning, and financial planning. McGill and Lyon Dental Advisors was founded in 1983 by Dr. Charles Blair and John K. McGill. Since then, the company has helped over 1,000 dentists reach their financial goals while paying the least amount of taxes required through their tax, business, and financial planning service.

Chart trend

Position in the Management chart (US), last 90 days.

#64
all-time peak
6
days in the top 100 since Dec 2024

Latest episodes

Showing 20 · updated from the feed

Are You Losing Tens of Thousands to a Poor Conversion Rate?

The difference between a 40% and a 70% new patient conversion rate can quietly cost your practice tens of thousands of dollars a year. Most dental practices track how ma

Sep 4
29 min

Avoid These Top 5 Practice Transition Mistakes

On today's episode, Wes is joined by a special guest, David Mathews, Transitions Advisor at McGill and Lyon Practice Transitions. Wes & David sit down to discuss the top

Aug 21
55 min

IRS Penalty Relief, Buying Patient Charts, and More I August 2026

Wes and Mario are back for another episode recapping this month's newsletter! In August, we highlighted 10 topics dentists and specialists should be aware of to bring in

Aug 14
1 h 17 min

5 Simple Rules That Create Wealthy Dentists

On today's episode, Wes and Tyler sit down to discuss the 5 simple rules that wealthy dentists follow to build their wealth and maintain it. The good news? You don't have

Aug 7
24 min

Is Your Marketing Company Ripping You Off?

On today's episode, Wes is joined by Ryan Strachan of DDS MediaPro, a marketing agency that specializes in helping dentists grow their practice online. Together, they dis

Jul 22
43 min

July 2026 - Special 40th Anniversary Episode! 40 Financial Lessons Learned Over 40 Years

Wes and Mario celebrate the 40th anniversary of The McGill & Lyon Dental Advisory with this special episode of Drilling It Down! To celebrate the anniversary, this episod

Jul 10
1 h 26 min

Boost Productivity by Increasing the Effectiveness of Your Morning Huddle

The morning huddle may seem like a formality, but it can be one of your best tools to improve productivity in your dental office. Are you using it to its full advantage t

May 22
20 min

12 Friction Points Killing Conversions in Your Dental Practice

Every dentist wants to convert as much business as possible. But are you and your staff taking all the right steps to ensure that becomes reality? On today's episode, Wes

May 21
40 min

Why Smart Dentists Employ Their Spouse

Most dentists are overpaying in taxes… and don’t even know it. One of the simplest (and completely legal) ways to reduce your tax bill? Paying your spouse through your d

Apr 10
15 min

Can I Actually Write Off a Car? - What the IRS Allows in 2026

Can you actually write off a car on your taxes? And if so, how do you do it legally? In this video, Wes and Mario break down how car tax write-offs really work, who qual

Mar 11
13 min

One, Big, Beautiful Bill Update: How Will It Affect You?

Today's episode of Drilling It Down highlights Trump's One, Big, Beautiful, Bill and some of the impacts it will make to the tax law. Wes and Mario highlight the changes

Jul 15 2025
32 min

The One, Big, Beautiful Bill

Drilling It Down is back in our brand new studio! Thank you for bearing with us as we work through all our technology upgrades! Today, Wes and Mario sit down to talk abo

May 21 2025
49 min

Avoid Inflated Sale Leaseback Arrangements in Commercial Real Estate

On this episode of Drilling It Down, Wes and Tyler return to explore the intricacies of sale-leaseback arrangements, focusing on the dangers of inflated leases. Drawing p

Feb 4 2025
22 min

Avoiding Partnership Pitfalls

On this special episode of Drilling It Down, hosts Wes Lyon and Roger Hill dive into the complexities of partnership transitions within the dental industry. They begin by

Jan 28 2025
46 min

A Deep Dive Into Private Equity - Part 2

In part 2 of our private equity discussion, Wes and Mario explore the complex relationship between private equity and dentistry, highlighting its implications for dental

Jan 14 2025
41 min

A Deep Dive Into Private Equity - Part 1

On this episode of Drilling It Down, Wes and Mario dissect the intricate world of private equity, particularly its repercussions for the dental sector. The discussion is

Jan 7 2025
33 min

File Your Credit Card Settlement Claim

On this special episode of Drilling It Down, hosts Wes Lyon and Tyler Ott tackle a critical issue for business owners concerning a substantial $5.54 billion credit card s

Dec 17 2024
10 min

No More Impending Tax War?

In this special episode of Drilling It Down, Wes and Tyler delve into the intricate world of taxation in the wake of recent election outcomes. Initially set to deliver a

Nov 11 2024
23 min

Insurance Claims Following Hurricanes Helene & Milton

On this episode of Drilling It Down, Liam and Wes tackle the crucial topic of business owner policies in light of recent hurricanes, emphasizing preparedness for natural

Oct 29 2024
36 min

IUL: Investment or Insurance?

On this episode of Drilling It Down, Liam and Wes explore Indexed Universal Life (IUL) insurance, dissecting its complexities and common misconceptions. They clarify how

Oct 16 2024
32 min

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#184 NEW Management US

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