FAQ

Absolutely. In fact, it is never too early to start planning for your future. All roads lead to one day exiting your practice and we should start planning for that day now!

Exiting your business is inevitable, so it’s never too early to start planning. In fact, planning earlier is better, as you can make all your decisions within the framework of your long-term goals.

We understand that it takes a village to run a business, so we’ll work closely with your entire team to ensure we have a clear and complete picture of your practice. Advice is best given where collaboration occurs.

Every business is different, but at minimum, we typically need 3 years of business and personal tax returns, any current balance sheets, P&Ls, and legal documents.

We use the Living Balance Sheet™ to assist in the organization of your financial world. As you go through life, different products or services have been put into place, and it’s important to understand how they work together. We take the guesswork out of it by helping you attain perfect financial organization.

We certainly do, and we find it’s a crucial part of business planning. When the household is in order, things usually go more smoothly at work.

We have combined 20 years of experience in this field and in working with dental clients, as well as having a Certified Exit Planner (CExP™) on our team.

We expect this full planning process to take up to 6 months, but it may take longer depending on circumstances.

Yes, we are.

We prioritize creating an ongoing relationship with our clients so that we can help you with all of your needs over time. 

Yes. While we work primarily with dentists, we also work with many people in the medical field and in the blue-collar sector.

Get in touch with us! We’d love to tell you more or set up an introductory consultation.