Alliance Partners

Pro-Fi 20/20 Dental CPA's
Pro-Fi 20/20 Dental CPA's is a team of professionals who are dedicated to serving dental practice business owners.
One of our primary goals is to help each client make sound business decisions with timely, accurate and usable financial data that positions them to grow their dental practice and help them achieve unparallel financial success and to have timely communication regarding individual tax strategies.

Provider Protection
We assist our clients in getting life, disability and business insurances that help protect families and business owners with the challenges of everyday life. We want all our clients to live their best life with the proper protections in place.

Crown Card Services
Merchant services credit card processing specializing in serving the dental market. Our merchant processing solution empowers dental practice owners with a user-friendly portal that creates an easy-to-use experience from processing the transaction to getting paid.
Engineered Tax Services
Engineered Tax Services is an independent, professionally licensed engineering firm that performs over 10,000 cost segregation, 179D, and R&D Tax Credit studies a year.
We work with businesses and their CPAs that want to proactively manage their taxes.
The Practice Potential
Business coach for dental practices. We help doctors reach their full potential through elite business coaching. Our hands on team training focuses on customer service and sales skills that grow revenue and create exceptional patient experiences.
ADP
We’ll help you find the perfect HR and payroll solution. You need comprehensive payroll and HR solutions that empower your people and unlock your team’s potential.

Bank of America Practice Solutions
Bank of America Practice Loans. Speak with a specialist today to get started. We’ll work with you to develop a financial solution to move your business forward. Custom finance solutions especially designed for your dental practice.
Corient Private Wealth
We often hear from our clients that they went into dentistry to help people rather than seeking to manage a complex business. We get it.
Since 1999, our Corient healthcare team has been focused on helping our dental clients to live well, practice well, transition well, and ultimately retire well, and our team has the privilege of serving more than 1,000 clients located in more than 40 states.
Our healthcare team is based out of Charlotte, NC, and our 30+ healthcare-focused team is comprised of wealth advisors, financial planners, investment analysts, and client service associates.

DDS Match
DDS match provides a better way for dentists to make practice transitions by pairing technology with a human touch to produce a professional and exacting match.

Dental Practice Ninjas
Dental accounts ninja. They specialize in following up on patient billing, past due accounts and collections.
The have developed proprietary software that works with your practice management system.

Empire South Financial
At Empire South we do full financial planning. We specialize in working with successful dental practice owners, helping them find other possible tax deductions and to strategize how the business owner can keep more of their earnings.

Huntington Bank
Sometimes reaching your goals takes more than money. It takes know how.
At Huntington, our approach to banking has allowed us to be part of some remarkable stories.

Kleer
Kleer is an advanced, cloud-based platform that enables dentists to easily design and manage their own Membership Plan and offer it directly to their patients.
Kleer is turn-key and free to implement.

Live Oak Bank
Live Oak Bank is a digitally focused, FDIC-insured bank serving customers across the country.
Live Oak brings efficiency and excellence to the banking process, without branches, by using a focused approach to technology and innovation.

Mandelbaum Barrett Attorneys
Mandelbaum Barrett PC has been committed to providing our clients with the highest level of personal, hands-on attention to their legal needs. We take a proactive approach in representing our clients; from the board room to the court room.
Mandelbaum Barrett PC attorneys are zealous advocates, treating our clients’ concerns as though they were for our own family. We take the time to get to know our clients.

Method Procurement
Method Procurement's cloud-based solution is built for dental professionals, backed by a dedicated client success team who is passionate about helping you succeed.
An easy-to-use interface paired with robust functionality makes ordering dental supplies a breeze.
NexHealth
NexHealth provides practices with the #1 patient experience platform featuring online scheduling, digital forms, reviews, reminders, payments, and more.
Thousands of practices choose NexHealth as it's the only solution that syncs in real-time with dozens of health record systems.

Northeast Sequoia
Northeast Private Client Group is a boutique financial services advisory with a clear message and core values that keep us delivering excellence every day.
We are key business strategists and critical thinkers serving entrepreneurs and professionals to build real wealth, and in most cases, multigenerational wealth.

Oberman Law Firm
Oberman Law Firm represents local, regional and national clients in a wide range of practice areas, including private equity, M&A, healthcare, corporate transactions, intellectual property, regulatory compliance, cross-border transactions, labor & employment, construction law, litigation, corporate restructurings and governmental disputes.

Practice Quotient
Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Our clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible.
We work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space.

Prosperident
Prosperident has been solving embezzlement cases for over 30 years and has the largest and most skilled team of fraud examiners of any dental forensic investigation firm.
Provide
We provide a streamlined, fully digital finance experience and personalized services that make opening, running and expanding your dental practice easier. We want to give you back time and energy to focus on what matters most: your patients. Fulfilling your ownership dreams is our mission.

TD Bank
Now could be the perfect time to move your business forward. Small business lending opportunities – anytime, anywhere.

Torch Dental Procurement
Torch is the simple way to take control of your dental practice’s operations and ordering, so you can focus on your patients.
The traditional way of purchasing supplies is holding your practice back.

Patient Prism
AI-driven call tracking and analysis platform to increase new patient revenue in medical practices nationwide.
Patient Prism's software increases revenue by 30% or more immediately. Knowing what's happening on the phones when front desk teams answer is key to scheduling more patients.
Tusk Partners
TUSK Practice Sales is the premier healthcare merger and acquisition advisory firm in the United States. Since its founding in 2016, TUSK has closed over $1B in healthcare transactions by providing best-in-class client services and flawless execution for clients nationwide. TUSK advises large and group healthcare practice owners seeking to maximize the value of their practice with a partnership to a strategic or financial partner.

Art of Dental Marketing
Art of Dental Marketing designs custom digital marketing solutions to grow your dental practice. We specialize in ultra-fast websites for dentists, local SEO that increases calls, engagement, and traffic, engaging pay-per-click Google AdWords campaigns, and powerful story-based video marketing. We build custom marketing strategies to increase your new patient acquisition, expand your bottom line, and build your brand with story-based messaging that sets you apart from your competitors.
Alliance Partners

Pro-Fi 20/20 Dental CPA's
Pro-Fi 20/20 Dental CPA's is a team of professionals who are dedicated to serving dental practice business owners.
One of our primary goals is to help each client make sound business decisions with timely, accurate and usable financial data that positions them to grow their dental practice and help them achieve unparallel financial success and to have timely communication regarding individual tax strategies.

Provider Protection
We assist our clients in getting life, disability and business insurances that help protect families and business owners with the challenges of everyday life. We want all our clients to live their best life with the proper protections in place.

Crown Card Services
Merchant services credit card processing specializing in serving the dental market. Our merchant processing solution empowers dental practice owners with a user-friendly portal that creates an easy-to-use experience from processing the transaction to getting paid.
Engineered Tax Services
Engineered Tax Services is an independent, professionally licensed engineering firm that performs over 10,000 cost segregation, 179D, and R&D Tax Credit studies a year.
We work with businesses and their CPAs that want to proactively manage their taxes.
The Practice Potential
Business coach for dental practices. We help doctors reach their full potential through elite business coaching. Our hands on team training focuses on customer service and sales skills that grow revenue and create exceptional patient experiences.
ADP
We’ll help you find the perfect HR and payroll solution. You need comprehensive payroll and HR solutions that empower your people and unlock your team’s potential.

Bank of America
Bank of America Practice Loans. Speak with a specialist today to get started. We’ll work with you to develop a financial solution to move your business forward. Custom finance solutions especially designed for your dental practice.
Corient Private Wealth
We often hear from our clients that they went into dentistry to help people rather than seeking to manage a complex business. We get it. Since 1999, our Corient healthcare team has been focused on helping our dental clients to live well, practice well, transition well, and ultimately retire well, and our team has the privilege of serving more than 1,000 clients located in more than 40 states.
Our healthcare team is based out of Charlotte, NC, and our 30+ healthcare-focused team is comprised of wealth advisors, financial planners, investment analysts, and client service associates.

DDS Match
DDS match provides a better way for dentists to make practice transitions by pairing technology with a human touch to produce a professional and exacting match.

Dental Practice Ninjas
Dental accounts ninja. They specialize in following up on patient billing, past due accounts and collections.
The have developed proprietary software that works with your practice management system.

Empire South Financial
At Empire South we do full financial planning. We specialize in working with successful dental practice owners, helping them find other possible tax deductions and to strategize how the business owner can keep more of their earnings.

Huntington Bank
Sometimes reaching your goals takes more than money. It takes know how.
At Huntington, our approach to banking has allowed us to be part of some remarkable stories.

Kleer
Kleer is an advanced, cloud-based platform that enables dentists to easily design and manage their own Membership Plan and offer it directly to their patients.
Kleer is turn-key and free to implement.

Live Oak Bank
Live Oak Bank is a digitally focused, FDIC-insured bank serving customers across the country.
Live Oak brings efficiency and excellence to the banking process, without branches, by using a focused approach to technology and innovation.

Mandelbaum Barrett Attorneys
Mandelbaum Barrett PC has been committed to providing our clients with the highest level of personal, hands-on attention to their legal needs. We take a proactive approach in representing our clients; from the board room to the court room.
Mandelbaum Barrett PC attorneys are zealous advocates, treating our clients’ concerns as though they were for our own family. We take the time to get to know our clients.

Method Procurement
Method Procurement's cloud-based solution is built for dental professionals, backed by a dedicated client success team who is passionate about helping you succeed.
An easy-to-use interface paired with robust functionality makes ordering dental supplies a breeze.
NexHealth
NexHealth provides practices with the #1 patient experience platform featuring online scheduling, digital forms, reviews, reminders, payments, and more.
Thousands of practices choose NexHealth as it's the only solution that syncs in real-time with dozens of health record systems.

Northeast Sequoia
Northeast Private Client Group is a boutique financial services advisory with a clear message and core values that keep us delivering excellence every day.
We are key business strategists and critical thinkers serving entrepreneurs and professionals to build real wealth, and in most cases, multigenerational wealth.

Oberman Law Firm
Oberman Law Firm represents local, regional and national clients in a wide range of practice areas, including private equity, M&A, healthcare, corporate transactions, intellectual property, regulatory compliance, cross-border transactions, labor & employment, construction law, litigation, corporate restructurings and governmental disputes.

Practice Quotient
Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Our clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible.
We work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space.

Prosperident
Prosperident has been solving embezzlement cases for over 30 years and has the largest and most skilled team of fraud examiners of any dental forensic investigation firm.
Provide
We provide a streamlined, fully digital finance experience and personalized services that make opening, running and expanding your dental practice easier. We want to give you back time and energy to focus on what matters most: your patients. Fulfilling your ownership dreams is our mission.

TD Bank
Now could be the perfect time to move your business forward. Small business lending opportunities – anytime, anywhere.

Torch Dental Procurement
Torch is the simple way to take control of your dental practice’s operations and ordering, so you can focus on your patients.
The traditional way of purchasing supplies is holding your practice back.

Patient Prism
AI-driven call tracking and analysis platform to increase new patient revenue in medical practices nationwide.
Patient Prism's software increases revenue by 30% or more immediately. Knowing what's happening on the phones when front desk teams answer is key to scheduling more patients.
TUSK Partners
TUSK Practice Sales is the premier healthcare merger and acquisition advisory firm in the United States. Since its founding in 2016, TUSK has closed over $1B in healthcare transactions by providing best-in-class client services and flawless execution for clients nationwide. TUSK advises large and group healthcare practice owners seeking to maximize the value of their practice with a partnership to a strategic or financial partner.

Art of Dental Marketing
Art of Dental Marketing designs custom digital marketing solutions to grow your dental practice. We specialize in ultra-fast websites for dentists, local SEO that increases calls, engagement, and traffic, engaging pay-per-click Google AdWords campaigns, and powerful story-based video marketing. We build custom marketing strategies to increase your new patient acquisition, expand your bottom line, and build your brand with story-based messaging that sets you apart from your competitors.
Alliance Partners

Pro-Fi 20/20 Dental CPA's
Pro-Fi 20/20 Dental CPA's is a team of professionals who are dedicated to serving dental practice business owners.
One of our primary goals is to help each client make sound business decisions with timely, accurate and usable financial data that positions them to grow their dental practice and help them achieve unparallel financial success and to have timely communication regarding individual tax strategies.

Provider Planning
We assist our clients in getting life, disability and business insurances that help protect families and business owners with the challenges of everyday life. We want all our clients to live their best life with the proper protections in place.

Crown Card Services
Merchant services credit card processing specializing in serving the dental market. Our merchant processing solution empowers dental practice owners with a user-friendly portal that creates an easy-to-use experience from processing the transaction to getting paid.
Engineered Tax Services
Engineered Tax Services is an independent, professionally licensed engineering firm that performs over 10,000 cost segregation, 179D, and R&D Tax Credit studies a year.
We work with businesses and their CPAs that want to proactively manage their taxes.
The Practice Potential
Business coach for dental practices. We help doctors reach their full potential through elite business coaching. Our hands on team training focuses on customer service and sales skills that grow revenue and create exceptional patient experiences.
ADP
We’ll help you find the perfect HR and payroll solution. You need comprehensive payroll and HR solutions that empower your people and unlock your team’s potential.

Bank of America
Bank of America Practice Loans. Speak with a specialist today to get started. We’ll work with you to develop a financial solution to move your business forward. Custom finance solutions especially designed for your dental practice.
Corient Private Wealth
We often hear from our clients that they went into dentistry to help people rather than seeking to manage a complex business. We get it. Since 1999, our Corient healthcare team has been focused on helping our dental clients to live well, practice well, transition well, and ultimately retire well, and our team has the privilege of serving more than 1,000 clients located in more than 40 states.
Our healthcare team is based out of Charlotte, NC, and our 30+ healthcare-focused team is comprised of wealth advisors, financial planners, investment analysts, and client service associates.

DDS Match
DDS match provides a better way for dentists to make practice transitions by pairing technology with a human touch to produce a professional and exacting match.

Dental Practice Ninjas
Dental accounts ninja. They specialize in following up on patient billing, past due accounts and collections.
The have developed proprietary software that works with your practice management system.

Empire South Financial
At Empire South we do full financial planning. We specialize in working with successful dental practice owners, helping them find other possible tax deductions and to strategize how the business owner can keep more of their earnings.

Huntington Bank
Sometimes reaching your goals takes more than money. It takes know how.
At Huntington, our approach to banking has allowed us to be part of some remarkable stories.

Kleer
Kleer is an advanced, cloud-based platform that enables dentists to easily design and manage their own Membership Plan and offer it directly to their patients.
Kleer is turn-key and free to implement.

Live Oak Bank
Live Oak Bank is a digitally focused, FDIC-insured bank serving customers across the country.
Live Oak brings efficiency and excellence to the banking process, without branches, by using a focused approach to technology and innovation.

Mandelbaum Barrett
Mandelbaum Barrett PC has been committed to providing our clients with the highest level of personal, hands-on attention to their legal needs. We take a proactive approach in representing our clients; from the board room to the court room.
Mandelbaum Barrett PC attorneys are zealous advocates, treating our clients’ concerns as though they were for our own family. We take the time to get to know our clients.

Method Procurement
Method Procurement's cloud-based solution is built for dental professionals, backed by a dedicated client success team who is passionate about helping you succeed.
An easy-to-use interface paired with robust functionality makes ordering dental supplies a breeze.
NexHealth
NexHealth provides practices with the #1 patient experience platform featuring online scheduling, digital forms, reviews, reminders, payments, and more.
Thousands of practices choose NexHealth as it's the only solution that syncs in real-time with dozens of health record systems.

Northeast Sequoia
Northeast Private Client Group is a boutique financial services advisory with a clear message and core values that keep us delivering excellence every day.
We are key business strategists and critical thinkers serving entrepreneurs and professionals to build real wealth, and in most cases, multigenerational wealth.

Oberman Law Firm
Oberman Law Firm represents local, regional and national clients in a wide range of practice areas, including private equity, M&A, healthcare, corporate transactions, intellectual property, regulatory compliance, cross-border transactions, labor & employment, construction law, litigation, corporate restructurings and governmental disputes.

Practice Quotient
Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Our clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible.
We work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space.

Prosperident
Prosperident has been solving embezzlement cases for over 30 years and has the largest and most skilled team of fraud examiners of any dental forensic investigation firm.
Provide
We provide a streamlined, fully digital finance experience and personalized services that make opening, running and expanding your dental practice easier. We want to give you back time and energy to focus on what matters most: your patients. Fulfilling your ownership dreams is our mission.

TD Bank
Now could be the perfect time to move your business forward. Small business lending opportunities – anytime, anywhere.

Torch Procurement
Torch is the simple way to take control of your dental practice’s operations and ordering, so you can focus on your patients.
The traditional way of purchasing supplies is holding your practice back.

Patient Prism
AI-driven call tracking and analysis platform to increase new patient revenue in medical practices nationwide.
Patient Prism's software increases revenue by 30% or more immediately. Knowing what's happening on the phones when front desk teams answer is key to scheduling more patients.
TUSK Partners
TUSK Practice Sales is the premier healthcare merger and acquisition advisory firm in the United States. Since its founding in 2016, TUSK has closed over $1B in healthcare transactions by providing best-in-class client services and flawless execution for clients nationwide. TUSK advises large and group healthcare practice owners seeking to maximize the value of their practice with a partnership to a strategic or financial partner.

Art of Dental Marketing
Art of Dental Marketing designs custom digital marketing solutions to grow your dental practice. We specialize in ultra-fast websites for dentists, local SEO that increases calls, engagement, and traffic, engaging pay-per-click Google AdWords campaigns, and powerful story-based video marketing. We build custom marketing strategies to increase your new patient acquisition, expand your bottom line, and build your brand with story-based messaging that sets you apart from your competitors.