Transitions & Wealth Management for Dentists

Buying? 

 We  advise dental associates buying practices, to instill confidence as you put on the business owner hat. We’ll hold your hand and teach you the business side of dentistry. 

Growing or Expanding?  

We advise entrepreneurial dentists growing or expanding their practice footprint. We will guide you to the right goals, KPI’s and provide accountability to keep the ball rolling. 

Exiting?  

We will help you achieve maximum value, assure that your estate and retirement plan meets your goals, guide you through the exit, and help manage your wealth with less risk and greater returns through a shared family office using:  

privately curated real estate,  

private credit, 

private equity and  

proprietary public securities strategies.