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The Bluewater Dental Difference

For a combined 20 years, the Bluewater Dental Advisors team has developed a time-tested process for helping our clients protect, grow, and sell their practices.

Know Where You Are Today

We understand you’re busy. Action can begin when you feel most organized. We value complete financial organization and understanding the four domains of your balance sheet.

Our clients see the most success when they use comprehensive, macro-economic planning principles. We will help you coordinate your relationships, understand them, and protect the lifestyle you've worked hard to build.

Control Your Plan

We help you take control of your financial achievements through knowledge, guidance, and advice. You’ll be empowered to make the best educated decisions for you and your practice.

Our 5-Step Process

Planning is not linear—it's a circular experience. We want to leave it open to review each of these steps with our clients on an ongoing basis. We aren't looking to be transactional; relationships with our clients that grow over time are of the highest value for BWDA.

Drafting a financial mission statement

Articulate what the financial future looks like for you, your business, and your family.

Building your business owner blueprint

Create financial organization for your practice and define its value so you can have a better plan for your future.

Leading with a cash flow plan

Cash is how a business pays its bills and reinvests for growth. A better understanding of how to optimize the flow of money into and out of your practice will empower you to make confident decisions