There are many complicated financial matters for dental professionals, no matter what stage you are at in your practice. From being a dental associate, owning your own practice, and planning for succession and retirement, there are many financial considerations for your business and for you and your family that are not taught in school. Our team can help with all aspects of your financial life, both professionally and personally, to maximize your cash flow and wealth.

Some of the biggest questions we hear when talking with Dentist clients are:


  • What is the value of my practice?

  • How much do I need to retire?

  • How do I incorporate my professional corporation into my personal financial plan?

  • Who am I going to sell my practice to?

  • How do I maximize the value of my corporation when it comes time to sell?

  • What am I going to do once I retire?  

Comprehensive Wealth Management


As a busy professional, you wear many hats. Being a business owner, you are responsible for the financial affairs of your practice and having to manage a team of employees while on top of your responsibilities as a Dentist. Our team's job is to be your professional thinking partner to help develop a financial plan incorporating all aspects of your financial life into a comprehensive plan.

A wealth plan includes not only retirement planning and investment strategies but tax planning by coordinating with your accounting advisors, risk management strategies for both you and your practice, estate planning for you and your family and transition planning when it comes time to retire, including discussions of practice valuation and selling a practice.

Finally, a financial plan is not a one-time assessment of your financial situation but an evolving plan which is continually monitored and reviewed to adapt to changes that happen in your personal and professional life.

                                Dental Professional Lending


Our team works closely with a team of commercial bankers who can help with cash flow management to make your practice more efficient and help with specialized financing to help with:

Starting a New Practice
Buying Into a Practice as an Associate
Expansion of a Current Practice
Acquisitions of Practice
Equipment Purchases