Medical & Dental

Who We Serve

We have long-term relationships with physicians and physician groups, as well as dentists and dental group clients, ranging in size from sole-practitioners to national firms.

Financial Prescriptions for Medical and Dental Practitioners

For most doctors, dentists, and specialists, their decision to study and practice medicine is driven by a desire to help others. Eventually, they move on from being an associate at another practice to building their own. What they soon discover is that their medical educations didn’t prepare them for life as a business owner.

The business of medicine has changed dramatically since the mid-80s, and continues to evolve today. The reasons vary, from insurance mandates, to healthcare reform, to the fact that Baby Boomers continue to look for new ways to stay active and healthy as they age. As patients seek more attention and quicker results, medical practitioners face their own intersecting challenges: how to best utilize the newest research, technologies and medicines at a time when the demands on them are higher than ever, while their profit margins are lower than in previous generations.

Planning for a Healthy Practice

When working with our medical and dental clients, we help them focus on the importance of building a strong, strategic plan. At the same time, we realize that, because of the very nature of their profession, they don’t always have the time to do the planning themselves. Practitioners need to be available for emergencies and short notice appointments, and are often pulled in multiple directions around the office. Therefore, we take the reins to help them set up their business the right way from the start, equipping their personnel and professional staff with the tools that will help them maximize efficiencies and business processes.

Maximizing Financial Well-Being

Just as we focus on helping their practices stay at the forefront of change, we also help practitioners ensure that they and their families are prepared for the present and the future. After a long career of helping others achieve greater health, medical practitioners would like to carry their vision into retirement, whether it involves traveling, vacation property, or supporting the financial wellness of their children and grandchildren.

Having served the medical community since the firm’s founding, we’ve been there from acquisition through succession for many clients in the medical industry. In continuing this process, we’re able to maintain a dual focus that helps set up a practice for success, while supporting practitioners as they transition into their next phase.



Medical & Dental Team