Dental Professionals

Independent dentists face similar challenges as other entrepreneurs as well as their own unique set. Successful practice owners need far more than just dental skills; they need business and finance skills, and a financial planner who can assist. We can help you plan out the many stages of your business, manage the high costs of equipment and technology, project cash flow and provide retirement benefits for you and your staff as well as the right health insurance plan. We also can help you to develop an exit and succession plan for selling your business for when you are ready to retire.

We help you take control of your practice and reap the rewards. Our expertise empowers you to make better decisions for your practice, maximize wealth, minimize risks and taxes, coordinate costs and achieve your goals.

Committed to helping dental professionals, we conducted a survey of independent Ohio dentists and published our findings in an e-book. In the e-book you’ll find the results of our survey including what veteran dentists wish they’d done differently, as well as financial management tips for building, growing and exiting your practice.


Download our E-Book

Creating Financial Independence and Retirement for Dentists