FINANCIAL GUIDANCE

In the Chair with Industry Leaders: Expert Insights for Aspiring Dental Practice Owners
Welcome to the first episode of In the Chair with Industry Leaders, where Matt Howard and Thad Miller bring together top professionals from the dental industry to share valuable insights and advice for those looking to buy or start their own dental practice. In this...
6 Tips to Help Prepare for 2025 Tax Season
The end of 2024 is quickly approaching, and business owners are once again scrambling to put their companies in the best tax position and minimize tax surprises. The question we hear most often from our dental clients in the fourth quarter is, “How can I reduce my taxes and have enough cash to pay my taxes?” Here are some proactive tips to prepare for the 2025 tax season.

Business Owner’s Estate Planning Guide by Mercer Advisors
Business owners face unique financial planning considerations due to the complexities of their assets and the interplay between business and personal interests. Succession planning, estate taxes, and the smooth transition of ownership from generation to generation are...

The Rise of DSOs in Dentistry: The Pros and Cons of Joining a Dental Service Organization
Dentistry faces forces and trends as the profession continues an evolution that started well before the pandemic. Traditionally, when a dentist decided to retire after 30-40 years, the model didn’t vary much: a younger dentist would purchase an established practice....

Why now is the time to buy your dream dental practice (and how to make sure it succeeds)
Buyers are buying, and there is a demand for quality dental practices in the marketplace. If you are thinking about buying, read the article below from Provide, Inc., because now may be the time to buy your dream dental practice! Written By Provide This article...

Advanced Retirement and Tax Strategies when Selling a Dental Practice
What is a Cash Balance Plan and how can it Help Minimize my Tax Bill? Cash balance plans are typically used during a dentist’s peak earning years over the second half of their careers. They are as much of a tax mitigation strategy as they are a retirement planning...

Key Factors to Consider when Buying or Selling a Dental Practice
Whether you are an associate dentist looking to purchase your first practice, an existing practice owner purchasing additional practices, or a later career dentist who is selling to the next generation; knowing the following factors when buying or selling a practice...

Advice from a Dental CPA & Business Valuator before Listing a Practice for Sale
If you are thinking about listing your dental practice for sale, one of the first things you need to do is retain a qualified dental CPA, if you don’t already have one working for you. We talked to Matt Howard of Blue & Co. about his advice for sellers.

Turn Up the Heat: Accounts Receivable for Selling Dentists
Turn Up the Heat!
AR Advice for Selling Dentists

THERE’S A NEW PLAYER in the dental-lending space-Lendeavor
THERE’S A NEW PLAYER in the dental-lending space-Lendeavor