Prior to joining PracticeCFO, John served as the Vice President – Commercial Division at Davlyn Investments where he was responsible for acquisition underwriting, due diligence, dispositions, leasing and commercial asset management. Over the course of 12 years at Davlyn, John coordinated the acquisition and disposition of nearly $250 million of commercial property.
John’s career began as a Commercial Investment Broker for Colliers International where he specialized in office and industrial property sales throughout Southern California. During his ten-year tenure with Colliers, John was directly responsible for the sale of over three million square feet of commercial space with an aggregate value in excess of $450 million.
John graduated from Brigham Young University with a Bachelor of Science degree in Business Administration with an emphasis in Finance. He lives in San Diego with his wife and four boys.
Feel free to give John a shout and welcome him. And of course, don’t hesitate to reach out if you’re considering selling your practice in the next few years! John.email@example.com.
Greg Maravilla CPA is a CFO Advisor for PracticeCFO, acting as a direct point of contact for our valued clients. He coordinates the assets of our firm to help deliver actionable financial advice and information to clients.
Greg spent over 20 years in corporate accounting and finance for both publicly traded and privately held companies. Most recently he served as Chief Financial Officer (CFO) of a national lending company for 5 years. During his career, he has raised over $475MM in debt and equity capital, reported to Boards of Directors, ran full-cycle accounting departments, managed audits, led software conversions and upgrades, and constructed multi-year capital and operating budgets.
Harbor Dental Society: The Business of Dentistry – 2/8/17
ADEC, Portland, OR, 7/13-14, 2017
California Dental Association (CDA): 5/18-19/2018 (Anaheim)
Bachelors of Accountancy: Brigham Young University
Masters of Accountancy: Brigham Young University CEO/CFO Advisor
Wesley Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in practice owners. Wesley has been working with practice owners since 2007.
Earlier in his career, Wesley had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country.After his time with Ernst and Young, Wesley joined the wealth management division of Moss Adams Wealth Advisors LLC. Wesley worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets.
Prior to his professional experience, Wesley received a bachelor and master degrees, both in accounting from Brigham Young University; programs that are recognized in the top accounting schools in the nation.
Coachella Valley Dental Society – 12/09/2014
Patterson Training Center – San Diego: 02/12/15
Western University – 3/19/2015
Loma Linda University – 04/20/2015
Harbor View Dental Society – 06/24/2015
Mission Viejo Study Club – 08/20/2015
San Diego Dental Society – The New Dentist Group: 08/27/2015
CEREC30 – 09/18/2015
Denistry Success Series – Las Vegas: 10/23/2015
Pennsylvania Academy of General Dentistry – Cancun Mexico 1/28/16-1/30/2016
Orange Country Dental society – Irvine 2/2/2016
Harbor View Dental Society – 2/17/2016
NCOFSC Dental Fest – San Diego – 3/10/16
California Dental Association (Wells Fargo Corporate Forum) – Anaheim 5/12/2016
San Diego VA Clinic Dental Seminar – 5/26/2016
San Diego Advanced Study Club – 9/13/2016
Orange County Dental Society – Newport Beach 10/4/2016
SDC Dental Society: The New Dentist – 11/10/17
Patterson EDU: Building a Successful Dental Practice. With Michael Gerber – 11/17/2016
Harbor Dental Society: The Business of Dentistry – 2/8/17
Western University – 3/16/2017
SFV Dental Society: The Business of Dentistry – Woodland Hills 3/23/2017
Dental Mastermind: Business of Dentistry – Burkhart 4/8/2017
Bachelors of Accounting: The University of Connecticut
Paul Lipcius CPA is a CFO Advisor for PracticeCFO, acting as a direct point of contact for our valued clients. He coordinates the assets of our firm to help deliver actionable financial advice and information to clients.
Earlier in his career, Paul worked with Pricewaterhouse Coopers, the largest accounting firm in the country, performing audits of financial statements and internal controls for large public clients in a variety of industries. Additionally, Paul worked with RSM McGladrey in their transaction advisory services division where he completed buy-side advisory services for private equity clients including due diligence on acquisition targets. This background has given him the ability to analyze and understand the financial health of a business and provide CFO-based guidance to help clients strengthen their financial position.
Paul is a diehard LA Rams fan and spends his spare time rock climbing, surfing, and playing with his dog, Scout.
Bachelors of Accounting: Appalachian State University
Bachelors of Finance and Banking: Appalachian State University
Drew Phillips CPA is a CFO Advisor for PracticeCFO, acting as a direct point of contact for our valued clients. He coordinates the assets of our firm to help deliver actionable financial advice and information to clients.
Earlier in his career, Drew worked with Dixon Hughes Goodman, a top national public accounting firm, where he assisted private equity clients assess the financial health and viability of potential acquisition targets. During his time in transaction advisory he completed buy-side advisory services across a variety of middle-market industries. This background has given him the unique ability to analyze and understand the financial health of a business and provide CFO-based guidance to help clients strengthen their financial position.