Let us support you on your dental practice journey.

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In the early years, our founder cut his teeth on dental consulting and lending; helping dental professionals create wealth through buying, growing, and selling their practices. He also helped finance LOTS of practices and dental buildings. Today, with that knowledge, we help dentists navigate the 5 Milestones of Professional Practice™ with fewer mistakes, reduced costs, and better work-life balance.

Whether you're a solo practitioner, a partner in a multi-state practice, or anything in between, our consultants can provide an experienced perspective on the Financial Lifecycle of the Licensed Professional.™

Specialties Served

We have provided professional business coaching and consulting advice to:

So, whether you need our Consulting Services or our complimentary - Loan Advisory Services... let us help you take some of the stress out of your life!

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Proud Supporters Of

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Rotary International logo
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Our Founder - Featured In

Smart Money Guide to Real Estate Investing logo
Journal of Wealth Management
Medical Economics logo
Atlanta Business Chronicle logo
Physicians Advisory Group logo
Bloomberg logo
Smart Money logo
Dental Economics logo
Dental Products Report logo
Think Advisor logo
Financial Advisor Magazine logo
Utah Business Magazine logo
Five Star Wealth Manager logo
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Wall Street Journal logo