Dental Practice Accounting, Tax, Transition, Valuation and Profitability Solutions

Along with practicing dentistry comes the challenges of running the business. When you dedicate time to running your practice, that takes away from the time you can spend with patients. Working with an advisor to help you achieve the goals you have for the practice is a way to move the needle more quickly.

For dentists seeking guidance in areas such as strategic planning, growth opportunities, business transformations, or selling, merging or transitioning their practices.

Learn more about business advisory and consulting services.

Are you getting every bit of profitability out of your practice that you can, especially with insurance headwinds? This solution is designed to help you uncover opportunities to boost profitability, build capacity to treat more patients and achieve the goals you have for your practice.

For dental practices and groups seeking technology support to help streamline and enhance their business operations while securing valuable patient data from bad actors and cyber threats.

Learn more about dental managed IT services and cybersecurity services.

Dental practice ownership is an exciting time for every dentist. And it’s a lot of work! You’ll need a team of advisors to make sure everything is in place so you can focus on patient care. Whether you’ve started a practice before, or this is your first, a dental practice advisor can make sure you’re set up for success and open on time.

Every dental practices will need to be transferred to another owner at some point in time. No two dentists will exit in the same way. This starts with determining what succession can look like and presenting you with options to consider. You reap the biggest benefits when succession planning is completed well in advance of a change.

Learn more about dental practice transitions.

Dentists need to know what their practice is worth for a variety of reasons. The need for a business valuation could be sparked by a merger or acquisition, in the case of shareholder disputes, a divorce or even for the purpose of making gifts as part of the estate planning process.

Learn more about dental practice valuations.

For dentist practices or groups seeking to make managing their business easier via outsourcing back-office accounting functions like:

• Payroll
• Accounts payable and accounts receivable
• Analyzing areas for automation
• Implementing cloud-based solutions
• Training staff on new software and procedures

Learn more about how dentists use outsourced accounting.

We help dentists like you develop and implement customized strategies for achieving long-term goals, strengthening your financial security and maintaining your quality of life.

Learn more about personal financial planning.

Tax minimization strategies and tactics at the enterprise level with a focus on capturing relevant federal and state incentives, credits and deductions for dental practices and groups.

Learn more about tax and compliance for businesses.

Paying taxes is a part of life. With holistic tax minimization and optimization strategies, dentists and their families can meet the state and federal requirements while paying only what they owe. We also help with tax strategies related to estate planning, succession planning and exiting the business.

Learn more about individual tax planning and compliance.