PracticeCFO Investments

Derek Myron, the firm's founder and CEO, leads investment sourcing and deal structuring. The firm has not publicly disclosed an independent investment committee or additional internal portfolio managers, suggesting Myron retains central decision-making authority over the direct syndications offered to clients.

PracticeCFO acts as a sponsor-led syndicator for the private investments it presents to clients. The firm works with external real estate operators and private credit originators to structure individual deals, then raises equity through its network of dental and medical professionals. The sourcing model relies on the firm's ability to aggregate accredited-investor capital into specific LLC-level subscriptions rather than deploying into third-party blind-pool funds.

PracticeCFO is structured as a registered investment advisor that has evolved into a hybrid asset-gathering and private-deal syndication platform. It does not function as a single-family office, nor does it manage a single discrete family fortune. Instead, it provides wealth-management services — including entity formation, tax planning, and retirement consulting — to a specific vertical of high-earning practice owners, then offers those clients access to proprietary alternative investments.

The firm focuses on direct commercial real estate syndications and private credit notes. Publicly disclosed examples include a self-storage property acquisition and short-duration credit instruments structured for accredited investors. In April 2024, the firm expanded its alternative offerings by launching a dedicated real estate fund vehicle. It does not appear to actively syndicate venture capital, growth equity, or hedge fund commitments.

PracticeCFO structures most of its private-market exposure as sponsor-initiated syndications, effectively co-investing its client base alongside external operators on a deal-by-deal basis. The firm forms individual LLCs for each investment, allowing clients to participate directly in specific assets rather than through commingled fund vehicles. This model gives the firm discretion over which operators and deals it brings to its network.

The firm has not publicly described a formal legal separation between its RIA advisory business and its private-investment syndication activity. All services — retirement planning, tax structuring, and deal access — appear to operate under a unified brand and client relationship, making the cross-referral between planning clients and investment subscribers a central feature of the PracticeCFO model.

Real estate syndications have concentrated on properties in the western and southwestern United States, consistent with the firm's own San Diego base. Private credit opportunities do not appear to carry the same geographic constraint. The firm's advisor network serves practice owners in multiple states, but the investment side has not reported significant activity outside the domestic US market.