We have a dedicated group of advisors that specializes in understanding the needs and financial decisions facing dental and medical practitioners, whether they operate proprietary clinics, or are partners in a larger group. The practice management, cash flow, retirement funding, and balance sheet management conversations are robust and of critical importance. We have honed our skills to be able to lead these professionals in their most sensitive financial discovery and exploration conversations.
- Succession & transition planning
- Workplace retirement solutions
- Cash flow management
- Liquidity management
- Tax planning & reduction strategies