Our Services

Business Financial Consulting

• Learn Key Metrics of your business
• Evaluate your practice with Margin Equations
• Help Prioritize and Strategize Growth Opportunities
• Strategies to Grow your Work Team

Personal Financial Consulting

• Implement Plans to Achieve Personal Financial Goals
• Teach the Importance of Income Planning
• Provide Actionable Steps to Help Reduce Debt
• Set 5-Year Goals

Cash Flow Planning

• Profit First Certified Firm
• Money Movement in Your Practice and Personal Life
• Learn about Five Core Business Bank Accounts
• Prepare for New Business Opportunities

Debt Reduction

• Debt Consolidation Planning
• Identifying Additional Cash Flows
• Proven Process
• Banking Relationships

Bank Loan Assistance

Passive Income Planning

• Strategies to build income streams
• Dental real estate
• Non-Dental Real Estate

Real Estate Planning

• Advantages of Owning
• Planning for the Right Size Building
• Buying additional location
• Cash Requirements to Buy

Risk Management

• Income Protection
• Prepare for any unexpected disability
• Loan Protection & Business Partnership
• Protection from Natural Disasters

Advisory Services

• Compensation and benefit planning
• Income tax minimization
• Cash flow planning