Event Recap: Top 10 Ways to Recession-Proof Your Practice
The evening of May 7th, we had the pleasure of hosting our Client Appreciation Evening at Harder Day Café in Lake Oswego alongside our partners at Columbia Bank Healthcare. It was a great opportunity to spend time with our healthcare … Read more…
The Dental Practice Life Cycle: Navigating the Purchase and Early Growth Years
Purchasing or starting a dental practice is one of the most rewarding steps in a dentist’s career and one of the most demanding. Almost overnight, clinical responsibilities are joined by the realities of ownership: managing cash flow, overseeing staff, making … Read more…
The Next Step in Protecting Your Wealth
As a doctor, you’ve worked tirelessly to build a thriving practice and with it, meaningful wealth. But creating wealth is only the beginning. The true measure of success is ensuring that it endures, safeguarding your family’s future for generations while … Read more…
2026 Dental Industry Outlook: How Practices Can Thrive Amid Change
As we enter 2026, the dental industry faces a critical turning point. Economic uncertainty, evolving patient expectations, workforce challenges, and rising operational costs are reshaping the business landscape for dental practice owners. Success this year will require more than optimism, … Read more…
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…
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…
Understanding the One Big Beautiful Bill Act: What It Means for You
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, introducing a wide range of tax changes that will affect individuals, families, and businesses for years to come. At Jones & Roth, we are committed … 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…
Staffing Trends to Be Aware of for 2025
Practice owners know that retention challenges, salary inflation, and rising employee expectations have been increasingly difficult to manage. According to the 2024 DentalPost Dental Salary Survey, salaries rose by 11% for hygienists and office staff. However, nearly 45% of those … Read more…
Understanding Qualified Disaster Relief Payments
Business owners and employees alike have endured possibly the most stressful year of their careers thus far. With the end of 2020 fast approaching, we are focused on identifying tax strategies for our business owners to take advantage of. A tax … Read more…
