Additional Dental CFO Consulting Services

Our CFO-level consultants can help you and your dental practice with a variety of practice management and financial consulting services.

Practice Valuations

Whether you need a valuation of your practice in order to sell or simply to establish the proper value in order to add a partner, we can help.


We begin by discussing exactly what you are wanting to achieve in your leadership change. We then develop an efficient method for creating the Buy-in or Buy-out and can work with your attorney to have the legal documents completed.

PPP Type Projects

Who knows when the next Pandemic will come. Just know that we have the expertise to help you with projects such as PPP applications (including forgiveness applications), Cares Act applications, and audit reporting on those monies.

Practice Assessments

Are you unsure if your practice is operating as efficiently and profitably as it should? We can conduct a detailed Practice Assessment. This is like taking an X-ray of your practice and allows us to “look under the hood” and see if there are some areas that could be improved.

Get In Touch With Us

Whether you’re looking to improve your individual practice or you want to expand into multiple locations, we have the answers to help you.