Who We Serve

We serve dental and physician practice owners, providing strategic tax reduction and exit planning guidance.

Pre-Transition Planning:

• Our advanced tax planning consultants reduce federal and state taxes which improved profitability while enhancing value.

Exit and Tax Maximization Success Strategies:

• Our legal, accounting, and actuarial team specializes in providing tax-efficient exit strategies allowing owners to pay less taxes and retain more wealth.

Wealth Stewardship and Preservation “Open Architecture”:

• Nothing is more important to us than our clients’ financial security and peace of mind

• Retirement income and wealth preservation

• Tax and estate planning

• Open investment architecture and non-biased advice

Fact: taxes are the biggest impediment to maintaining personal financial security and intergenerational family wealth.

Fact: Most dentists and physicians sell their practices without considering any tax planning. In effect, they decide to just pay the taxes.

Why? Fear and the lack of expert guidance. There are not enough hours in the day. We observe that most dentists and physicians for whatever reasons, decide to simply pay “the huge taxes” rather than plan ahead.

Our Observation: Paying unnecessary taxes does not have to be a part of your sale and transition plan. Our expert team is focused on identifying safe and proven strategies that will stand the test of time. We actively work with all members of your advisory team.