See how we can serve your veterinary practice.
See how we can serve your dental practice.
Maximize every dollar and rest easy knowing the business of your practice is in good hands.
The stakes are high when starting a new practice.
Let us guide you in the legal and financial parts of your business.
So you can rest easing knowing you are starting right.
We also have two Certified Financial Planners® on staff. To guide and help you make smart money decisions about your practice.
Going through an acquisition deal probably isn’t your idea of fun.
That’s why we take care of all the necessary due-diligence for you.
Let us negotiate the terms, look at the books, and even help with closing.
No two practices are alike. We make sure you acquire the right one for YOU.
Like every practice is different, so is every practice owner.
Let us help you plan your long term growth strategy.
You’ll get a custom-tailored growth strategy.
Maximize every dollar in your practice to grow your net worth.
Let us handle taxes and minimize your expenses.
“Pull back the curtain” on revenue and profit opportunities.
We also have a full suite of tools at your disposal.
Instead of hunting through the paperwork, everything you need is at your fingertips. Can I get an “amen?”
Facilitate the sale so the transition is easier.
Negotiate the terms and valuation so you get what you’re entitled to after years of hard work.
Get an “inside” track on what the other side is thinking and doing because of our large network.
We’re a d*mn good CPA firm. But what really gets us out of bed in the morning, is guiding practice owners to achieve the results they want.
When big corporations use long legal documents to confuse and cheat practice owners, our legal team (who we have hand-selected) will examine those documents line by line to ensure you’re getting the best deal. The work we do together will serve you years down the road.
When we join your team, we give you access to best in class software.
It’s blazingly fast. And so easy you’ll find excuses to use it.
Plus, as a 100% internet-based business, we practice what we preach. That means we can serve you from anywhere. So you never have to wait or worry.
Practice ownership is easier with a business-savvy, fully-remote, bow-tie wearing CPA in your “pocket” 😉
Armed with the tools and guidance, you’ll be light years ahead of other practice owners.
Choice of Entity, Ownership Structuring and Incorporation/Formation Services
Dental Partnership and Limited Liability Company Agreements
Dental Practice Management Agreements
Associate and Non-doctor Buy-ins
Tax Preparation and Minimization
Sales and Acquisitions
Leases and Space Sharing Arrangements
Practice Succession Planning
Practice Management Consulting