Our Service to You

We have extensive experience helping dental professionals better understand the numbers that drive their dental practice and give them the guidance and resources to meet and often exceed their financial goals. This involves spending a day with us to go over each of the following areas:  

 Tax Planning — Waiting until the end of the year to find out what you owe can be devastating from a cash flow perspective. We can plan for and design your tax strategy throughout the year so there are no surprises when the taxes are due.

 Reversing the Tax Spiral — Often clients come to us not understanding how their taxes increased in the current year when their collections were flat. We can help you understand how this happens and design strategies to reduce and possibly eliminate this seeming phenomena so you can keep more of what you earn.

 Cash Flow Planning — Understanding how acquiring a practice or purchasing a new piece of equipment will impact your bottom line and understanding the tax implications are essential to understanding, and planning for, your dental practice. We can help you see and understand the implications of each decision.

 Identifying Dental Practice Inefficiencies — Although we are not dental practice consultants we do understand the numbers that drive the practice. Understanding these numbers allows us to diagnose areas of concern and recommend strategies to increase your bottom line.  

 Pension Planning — Designing and monitoring a tailored fit pension plan to maximize your contributions while controlling the associated costs of maintaining the plan can be a critical component and the foundation of your wealth accumulation. We have extensive experience in identifying and assisting with the implementation of the right plan for your practice whether that plan is a SIMPLE IRA, SEP IRA, 401(K) Plan, Profit Sharing Plan, a Defined Benefit Plan, or a combination of any one of these plans.

 Practice Transition — Likely one of the most defining moments of your dental career is the decision to buy or sell your dental practice, start your own practice and/or partner with another practitioner. We have experience in the steps and resources to make this transition as successful as possible and how to structure the business agreement to bring about the highest probability for success.

 Debt Structuring — What we refer to as the great debt debate. Although there is no right answer for anyone, and the mathematical and emotional answers typically lead to two completely different answers and results, we will work with you to understand the cash flow and tax implications of your current debt and evaluate and help with the restructuring of your current debt if needed. We can accomplish this often times with using your current banking relationships or utilizing our banking relationships with Bank of America, Chase Bank, etc.

 Insurance Planning – Often referred to as Risk Management, involves reviewing your current insurance policies and potential areas of risk exposure and designing a plan tailored to your risk tolerance and desired level of self-insurance. Your meeting with us will include a review of your insurance policies including recommendations.

 Other Services — Including, but not limited to, fee schedule review, personal finances & lifestyle planning, personal and business goal setting, education funding for children, will & trust review, lease agreement(s) review, partnership agreement review, associate contract review, direct and indirect expense review, hygiene department efficiency review, etc.