Cultivating Business Growth

Are you building a law firm that will truly support your retirement goals? In this episode of Cultivating Business Growth, Katina Peters welcomes Darren Wurz—financial planner, CEPA®, CFP®, MSFP, author of The Lawyer Millionaire, and host of The Lawyer Millionaire podcast—to talk about how to align law firm growth with personal financial independence. Darren specializes in helping attorneys and small law firm owners increase profitability, create businesses that can run without them, and design a retirement plan that goes beyond simply saving for the future. Together, Katina and Darren cover: * Why retirement planning is also business planning * The connection between law firm profitability and financial security * Three smart growth strategies for small law firms: niche positioning, recurring revenue, and owner independence * Key steps in law firm succession planning and preparing for an exit * How to calculate your “freedom number” so you know exactly when you can be work optional Whether you’re years away from stepping back or preparing for transition now, you’ll walk away with actionable strategies to protect your profits, grow intentionally, and secure your future.

In this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we’re addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity and confidence. Key Topics: * What led to the rebrand and why it matters * How the advisory landscape is shifting for small businesses * Launching the Willow Cultivator: a financial health check for business owners * Staying grounded in core values while growing as a team and brand Links mentioned: * Willow Cultivator Assessment: willowcfo.com/cultivator * Learn more about fractional CFO services: willowcfo.com [https://willowcfo.com]

Dealing with dental insurance can feel like a never-ending maze—especially when you're unsure whether you're getting the reimbursement you deserve. In this episode, we’re joined by Adriana Steinberg of Apex Reimbursement Specialists to talk about how dental practice owners can take control of their insurance strategy and boost profitability through effective PPO fee negotiation, credentialing, and billing improvements. Topics covered in this episode: * The current insurance landscape and its impact on dental revenue * How PPO fee negotiation works (and why it matters) * Credentialing strategies that avoid lost income * Outsourced vs. in-house dental billing * How to benchmark and track your reimbursement trends Connect with Adriana: https://www.apexreimbursementspecialists.com [https://www.apexreimbursementspecialists.com] Visit us at willowcfo.com [https://www.willowcfo.com] for more resources and to subscribe to our newsletter.

Hitting a financial plateau can feel like one of the most frustrating points in your business journey—you're working hard, but growth has stalled. In this episode of the Cultivating Business Growth Podcast, we’re diving into why it happens, how to recognize it early, and what you can do to break through. Megan Spicer is joined by Katina Peters, CPA and Virtual CFO, to walk through: * Key indicators that your business may be plateauing * Common causes like market saturation, outdated offerings, and leadership burnout * How to diagnose root issues using financial data and feedback * Strategic steps to get back on track, including innovation, team engagement, and optimized marketing * Tools and resources like forecasting models, EOS, and SWOT analysis that support long-term growth This episode is packed with both practical insights and encouragement to help you move forward with purpose. If you’re feeling stuck, know you’re not alone—and that this is a phase you can work through with the right strategies and support. 🎧 Listen now to get inspired, take action, and regain momentum in your business growth journey. 🔗 Book a Free Discovery Call: https://willowcfo.com/contact

Fraud can happen to any dental practice—and often does. In this episode of Cultivating Business Growth, we’re joined by Susan Gunn, Certified Fraud Examiner, and a nationally recognized expert in financial systems and ethics for healthcare practices. Susan shares jaw-dropping real-world stories—including a $1.1 million embezzlement case—and provides actionable steps dentists can take to protect their practices from financial mismanagement and theft. From spotting red flags to implementing simple systems, this episode is packed with value for any dental professional looking to strengthen their operations. This is a must-listen for dental practice owners, office managers, and financial professionals who want to build a more secure and trustworthy business. 🎧 Listen now or visit willowcfo.com/podcast [https://pjscpas.com/podcast] for more episodes and resources.