Services
3 Steps to Dental Practice Ownership

Free Initial Consultation
Let me help you objectively assess the opportunity
When you need to confirm that the dental practice you’re considering buying is the right practice, you should be sure that your due diligence CPA meets your requirements.
The CPA you choose is paramount to your financial future.
My Free 30-Minute No-Obligation Due Diligence Consultation is your risk-free opportunity to ask me any questions you like. I can provide the answers and guidance you need to move you closer to dental practice ownership.
You can use this time to review the practice you’re considering, or—if you’ve already decided—to talk about my help with your financial due diligence.
Financial Due Diligence
I Evaluate the Financial Health of Your Target Dental Practice
Every aspect of the practice’s financial picture is reviewed for accuracy. I have examined thousands of financial documents for dentists and dental practices.
I provide A comprehensive review of all reports
I can give you an accurate assessment of a practice’s profitability as well as alert you to the warning signs of a troubled practice.
You thoroughly understand what you are purchasing
There is tremendous peace of mind that comes with understanding the financial health of your practice.


Dental Practice Ownership—Post Closing Guidance
Taking the reins of a dental practice that you own
I provide a post-closing checklist to help you once the practice is yours. Going forward you will also need the services of other professionals, and I am happy to provide a list of personalized recommendations.
Spend 30 Minutes with a due diligence CPA
Schedule your FREE Consultation Today
I’m happy to review the financial health and viability of your potential dental practice purchase.