We are here to help you:
Get Compensated for Your Hard Work
Confidently Exit Your Practice
Pursue Your Dreams
Financial Planning for Dental Practice Owners
Guidance on preparing for retirement and leaving your practice.
An Alternative to Just Calling It Quits
You’re dreaming of the day you walk away from your dental practice. The burnout is real: You have two full-time jobs as a dentist and practice owner, and you’re exhausted. You shouldn’t have to fantasize about just leaving it all behind. You’ve worked hard to build your practice, and you should be generously rewarded.
Get a Clear Path Forward
Imagine a succession plan that helps you successfully exit your dental practice. Our financial planning firm works with “entreprofessionals” like you to confidently leave your practice and start a new life chapter.
Our goal is to help you:
Clarify the Future You Want
Choose the Right Exit Plan
Reduce Your Tax Burden
As Business Owners Ourselves, We Know How Hard-Pressed You Are for Time
We have worked with dozens of entreprofessionals to feel less squeezed for time by helping them develop a succession plan.
Our team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide comprehensive advice.
With a Certified Public Accountant (CPA) on staff, we offer ongoing tax planning to help you pay less in taxes and put more money toward your goals.
Trade in Burnout for Confidence
There comes a time in many entreprofessionals’ lives that they’re running on fumes. They’ve got too much on their plate, and they’ve reached a point in their life where they have new dreams they want to fulfill. But how do they plan for those dreams when they’re focused on just completing what’s in front of them? That’s where we can help.
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We are a fee-only independent Registered Investment Advisor based in Wayne, NJ, helping dental practice owners develop succession plans to fund their next life stage. We help you:
• Clarify your dreams for the life that comes after you exit your practice
• Understand how much you need from your practice to achieve your goals
• Evaluate exit planning options for your practice including DSOs, third-party dental practices, or internal succession
• Select the appropriate accounts to maximize your savings
• Determine how you will sell your practice and for how much
• Reduce taxes and increase the amount you walk away with
How to Work with Us
1. Schedule an initial consultation to get to know each other.
2. Meet to discuss your financial situation and see if there is a mutual fit.
3. Sign the agreement to start planning for your new post-practice life.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people just like you. We may be a good fit if you:
Are a dentist and practice owner facing work responsibility overload
Seek a well-thought-out plan to retire from your practice
Want a long-term, ongoing relationship with a financial advisor
Have investable assets of more than $1 million
Take the First Step—Schedule a Call
Are you ready to stop managing two full-time jobs as a dentist and practice owner and feeling worn out by the effort? Take the first step to retiring from your practice and starting your next life chapter by scheduling an introductory call.