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Dental practice ownership offers one of the clearest paths to building significant wealth—if you treat it as an asset to be optimized rather than a business to be managed.

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The decisions that determine practice value happen years before you sell: how you structure associate buy-ins, whether you own or lease your building, how you time equipment purchases, how you navigate the DSO acquisition landscape. Most accountants can track your collections. Few can help you build something worth acquiring.

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We work with practice owners who understand the difference between maximizing income and maximizing wealth. That means coordinating practice growth strategy with personal tax planning, thinking about real estate decisions in the context of overall asset allocation, and structuring associate partnerships that build equity value rather than just reducing your clinical hours.

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Strategic Advisory for Dental Practice Owners

• Practice valuation and Dental Service Organization (DSO) negotiation strategy

• Real estate decisions—own the building, lease, or sell and lease back

• Associate partnership structuring and equity transitions

• Equipment strategy that balances tax benefits with acquisition appeal

• Multi-location expansion planning and capital allocation

• Tax coordination between practice entity and personal wealth

• Exit planning that maximizes after-tax proceeds

 

​The practices we advise have moved beyond the operational questions— collections are healthy, overhead is controlled, systems work. The questions now are strategic: Should I expand to a second location or deepen services at the current site? How do I structure an associate buy-in that protects my equity while creating partnership? Is a DSO offer actually good, or does it just sound good?

 

​If you're ready to work with advisors who understand wealth-building through practice ownership, let's talk.