Our experience and industry connections allow us to offer the following specialized services to the dental professional:

 

Practice Advisory Services

• Practice management consulting services
• Dental office site assessment
• Assistance with partnership issues, principal-associate relations
• Lease negotiations
• Equipment financing options

 

Dental Practice Purchase, Sale or Set Up

• Review of practice valuations
• Assistance with practice purchase or sale
• Assistance with set up of new practice
• Assistance with buying into a practice

 

Financial Advisory Services

• Overall review of financial needs
• Tax planning to minimize income taxes
• Wealth planning and preservation strategies
• Personal financial planning
• Estate planning
• Retirement planning
• Creation and implementation of optimal financing structure
• Securing appropriate and competitive financing

 

Business Financial Planning

• Creation of optimum corporate structure to minimize taxes
• Set up of professional corporation or hygiene/technical services corporation
• Services related to incorporation of your practice
• Estate planning

 

Personal Financial Planning

• Wealth planning
• Accumulation of assets
• Retirement planning