The Final Chapter: Exit Strategies for Practice Owners – Part 3: Maximizing Value and Minimizing Taxes – The CPA’s Role in a Successful Exit
Selling your practice is a major milestone—one that deserves careful planning, not a rushed decision. Whether you’re retiring, shifting gears, or simply stepping back from ownership, how you exit can have a lasting impact on your financial future. A well-crafted … Read more…
Maintaining Business Debt – Key Strategies for Dental Practices
Debt is often viewed with apprehension by dental practice owners. However, when it is managed strategically and responsibly, it can serve as a valuable instrument for growth and long-term success. Rather than being a burden, debt used wisely can empower … Read more…
The Final Chapter: Exit Strategies for Practice Owners – Part 2: Exploring Your Exit Options – From Private Sale to Private Equity
There’s No One-Size-Fits-All Exit Strategy Every practice owner’s journey is different, and so is the path to stepping away. Whether you’re looking to retire, pivot, or just slow down, here are some of the most common ways to exit your … Read more…
The Final Chapter: Exit Strategies for Practice Owners – Part 1: Preparing for the Transition – When and Why to Start Planning Your Practice Exit
When it comes time to leave your practice, it’s not just about closing a chapter, rather it’s about setting the stage for what’s next. Maybe you’re dreaming of retirement, feeling stretched too thin, or just reading the signs in the … Read more…
Financial & Economic Insights for Healthcare Practice Owners
Happening July 17, 2025 – Join us in the Rogue Valley for hors d’oeuvres, drinks, and an interactive panel discussion with local economic & financial experts. RSVP Here: Save My Seat Whether you’re new or experienced in running a private … Read more…
The Power of Consistency: Why Boring Tasks Matter for Dental Practices
As CPAs specializing in the dental industry, we often hear dentists say, “I just want to focus on my patients.” This sentiment is understandable—your passion lies in delivering exceptional care, not in sifting through financial statements or navigating tax regulations. … Read more…
Webinar: Retirement Plans and your Dental Practice – Weighing the Options
A retirement plan for your dental practice is essential to the long-term retirement goals for both you and your employees. Those practices that have a plan in place and contribute on a consistent basis have the best opportunity for retirement … Read more…
A CPA’s Guide for Dentists: Asset Purchase vs. Goodwill Assignment
When purchasing a dental practice, one of the critical decisions you’ll face is whether to structure the deal as an asset purchase or a goodwill assignment. Each approach has its own financial and tax implications and understanding these can help … Read more…
A CPA’s Guide for Associate Dentists Considering Their First Practice Purchase
Purchasing your first dental practice is a monumental step in your career. Here are five essential tips and five common pitfalls to help you navigate this journey successfully. 5 Tips for Purchasing Your First Dental Practice 5 Pitfalls to Avoid … Read more…
FinCEN Removes Beneficial Ownership Reporting Requirements for U.S. Companies
The Financial Crimes Enforcement Network (FinCEN) has issued an interim final rule that eliminates the requirement for U.S. companies and individuals to report beneficial ownership information (BOI) under the Corporate Transparency Act. Existing foreign companies, however, must still report their … Read more…
