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Dental Practice Advisory Services

Our team of professionals offers a personalized approach and understands the unique aspects of dental accounting and tax compliance.  Our advisory services go far beyond simple tax preparation.  We are proactive and strive to be our client’s most trusted advisor in all aspects of practice management.  Our broad range of advisory services includes:

  • Dental accounting and bookkeeping assistance.
  • Dental practice purchase price analysis and practice transition strategies including the development of dental associate buy in/buy-outs.
  • Dental practice valuations.
  • Assistance with employment agreement negotiations.
  • Dental practice projections and operational assessments and profit planning.
  • Key financial indicator analysis and benchmarking comparisons against comparable firms.
  • Income tax planning and tax minimization strategies.
  • Assessing the return on investment for capital acquisitions.
  • IT consulting.
  • Additional services to individual dentists including tax and financial planning strategies, wealth management, asset protection and retirement planning.