Financial clarity for specialty dental practices.
You didn't spend a decade training to become a specialist just to hand your books to a generalist. We focus on orthodontic and oral surgery practices, so the person advising you already knows how a specialty practice runs.
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Most CPAs treat a specialty dental practice like any other small business.
But you're not managing a single-chair general practice. You're running a capital-intensive operation with associate buy-ins, multi-location P&Ls, six-figure equipment cycles, and payroll that looks more like a mid-size company than a mom-and-pop shop.
The wrong fit shows up in specific places. An entity structure set up for a different kind of practice, a buy-in negotiated without real numbers behind it, or a growth plan built on guesswork instead of your actual cash flow.
What we do
Practice Tax & Structure Review
A one-time look at how the practice is set up. We review your entity structure, current-year tax projection, and payroll setup, and come back with a short written list of what we'd change and why. That might cover retirement plan design, an accountable plan, entity elections, or equipment depreciation, sized to your practice.
For practices that want a second opinion before committing to ongoing advisory.
Monthly Advisory for Specialty Practices
Monthly financials built for how a specialty practice actually runs, quarterly tax planning check-ins, and cash flow forecasting around the things that move your numbers: equipment purchases, associate hires, a second location. We're also the point person when your lender, financial advisor, or practice broker needs numbers fast.
For practices ready to plan around their numbers instead of reacting to them.
Practice Transition Advisory
Buying in, buying out, or selling. Transitions are where specialty practices most often get burned by advisors who don't understand practice valuations. We help you see the real numbers behind a buy-in, a partner buyout, or a sale, before you sign anything.
For any practice owner or associate facing a transition decision.
Why specialty dental
We work with orthodontists and oral surgeons because the financial patterns there (equipment financing, associate economics, multi-location overhead) are specific enough that generalist advice usually falls short. Chances are we've seen your situation before.
Is this for you?
This is a fit if:
- You run an orthodontic or oral surgery practice
- You're evaluating a buy-in, buyout, or expansion
- You want a plan built around your own numbers
Not a fit if:
- Price is the main deciding factor
- You just want a return filed once a year, no ongoing relationship
Ready to talk about your practice?
Send us a short note and we'll set up a time to talk.