Helping Dentists Build Wealth at Every Stage of Their Career
Explore four complimentary consultations designed to help you build wealth—whether you’re a student, graduate, associate, owner, or planning for retirement.
We understand the unique financial challenges dentists face. From buying or running a practice to planning your future, our all-in-one service model offers expert accounting, planning, and consulting—through one trusted point of contact
Students and Recent Graduates
Personal Tax Return
We offer new and future dentists—students and recent grads—a complimentary personal tax return to help you start your career on the right financial foot.
Financial Assessment
We help new and future dentists like you build a strong financial foundation by offering expert guidance on managing student debt, minimizing taxes, buying your first practice, and building long-term wealth
Associates and Practice Owners
Practice Valuation & Financial Review
For existing practice owners, we’re excited to offer a complimentary practice assessment and financial review.
Practice Purchase Assessment
If you’re in the process of acquiring a dental practice, our assessment will provide you with the clarity and confidence you need to make the right decision.