Our Services

Business Financial Consulting

We educate you on the importance of key financial metrics for your dental practice.  As a business owner, you should have annual income goals and know how to set those goals. We will teach you two margin equations to evaluate your practice and the numbers to focus on each month when looking at your profit and loss statement. We help you strategize the priority order in which you should take action for future growth opportunities.

Personal Financial Consulting

Do you want to understand how as a business owner, your income can play such an important role on your personal financial situation and happiness? We spend a full day with you learning about what your personal goals and priorities are. Our team helps you create a workable plan with actionable steps to help you get where you want to go.  We work with you after the meeting to ensure you are making progress toward your goals.

Cash Flow Planning

We are a Profit First certified firm, and we can train you how to successfully move money in your dental practice and in your personal life. There are core bank accounts that we recommend all doctors to have in their dental practices. These accounts help you see the movement of money in your business.  We also have strategies for your personal finances. 

Debt Reduction

After a thorough review of your entire financial picture, our team looks for opportunities to consolidate loans, swap assets to pay off debts and help improve your cash flow. We also try to determine if there is available cash flow to make additional payments on your debt balances to pay them off sooner. While each situation is unique, our proven process can help any doctor create a plan to get out of debt, with a special focus on paying off your home or dental building.

Bank Loan Assistance

Passive Income Planning

One of our goals is to help doctors understand the long-term impact that passive income provides you over your lifetime. This strategy can be particularly helpful if you have concerns about building enough wealth for your retirement. You may sell your dental practice one day, but do not sell your dental building. Your dental building can be the extra monthly income you need to feel prepared for your eventual retirement.

Real Estate Planning

Most doctors have a desire to own the real estate where their dental practice is located.  In many cases, when a doctor first buys a practice, they do not have the opportunity to buy the real estate. As your practice grows and you determine you either need to move your first location or open a second location and you are buying the land to build or buying an existing building, we can assist with your large purchase.

Risk Management

Are you personally and professionally prepared to handle an emergency? Do you have the proper insurance coverages to protect you?  Can you financially handle a natural disaster, such as a hurricane and have your business closed for 30 – 60 days or longer?  What happens if you are injured on a family vacation? Do you have the right disability insurance so your family doesn’t suffer financially because you can’t work? We have experienced team members who can help you review your various insurance coverages.