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…
IRS Paper Check Payments: A Likely Shift Ahead
While the IRS currently accepts paper checks for tax payments including quarterly estimated payments and payments submitted with tax returns recent federal initiatives suggest this may soon change. What’s Changing? In March, Executive Order 14247, Modernizing Payments to and From America’s Bank Account, … Read more…
Thinking About Going Electric or Solar? Here’s Why You Shouldn’t Wait
If you’ve been thinking about buying an electric vehicle or installing solar panels on your home, now’s the time to stop thinking and start doing. The One Big Beautiful Bill (OBBB), signed into law on July 4, 2025, has officially … 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…
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…
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…
5 Key Financial KPIs in Healthcare: How to Measure Your Practice’s Success
As a healthcare provider, you know that delivering exceptional care is your top priority. But behind the scenes, managing the financial health of your practice is just as critical to ensure long-term success. One of the most effective ways to … Read more…
Unlock the Power of Financial Statements: A Dentist’s Guide to Driving Growth and Profitability
As a dentist, you’ve worked hard to build a successful practice. Your clinical skills are top-notch, your team is efficient, and your patients trust you with their oral health. But when it comes to growing your practice and ensuring long-term … Read more…
