We understand the importance of financial planning to achieve your near-term and long-term financial goals. We help our clients assess their financial needs and guide them through important financial decisions around inception, growth and sale of their clinics.
- What are your family and personal objectives for preserving your assets?
- Should you sell now and reinvest proceeds or sell later? Should you sell if you plan to continue working as an associate?
- Should you sell to a private practice dentist or a dental services organization such as 123Dentist, Dental Corp or Altima Group?
- Where should you invest the sale proceeds and what risk-adjusted returns do you need to receive to meet your financial goals?
- What vehicles are you using for your retirement plan and savings plan?