Whether you are considering buying a practice, would like help improving your current business operations, or are looking for expertise in valuing your practice to sell and retire, we offer in-depth experience to assist you in successfully reaching your goals.

We have extensive experience in financial and business management of dental practices, medical clinics and veterinary clinics, including:

New business advisory services
  • Practice valuation
  • Business plan development
  • Financing assistance and referral service
  • Business entity selection
  • Organizing the front office
  • Software selection
  • Fee schedule
  • Business tax applications
Practice and clinic financial management and support
  • Financial statement preparation
  • Structuring compensation packages
  • Tax planning and preparation
  • Administering retirement plans
  • Evaluating and implementing internal controls to safeguard assets, improve efficiency of business operations, reduce collection times and improve profitability
Practice transition
  • Practice valuations
  • Practice sale consulting
  • Mergers and acquisitions
  • Financing assistance referral service
Practice management consulting to help you establish a plan for your personal and practice success and support you on the path to achievement
Annual surveys for dental clients
  • Dental industry fees survey
  • Salaries & benefits survey
  • Personal, confidential survey of your own practice income and expense in relation to the marketplace

If you’re ready to begin or improve your practice life or transition to retirement with confidence, call us today at (425) 451-9697 or email one of our principals. See our company team list here.