Succession Planning for Your Dental Practice

If you’re in the early stages of your dental practice, chances are retirement isn’t at the forefront of your thoughts. After all, you worked hard, long hours to get where you are, and now, your focus is on patient care and keeping the practice afloat and hopefully thriving. And if you see retirement in the near future, you may feel a little anxiety over what comes next. No matter what stage of your career, here at Core Advisors, Ltd, we make it our business to understand what it takes to plan successfully for the transition. Our approach to succession planning is customized to each client so that they can easily realize their retirement goals and transition.

The great news is that succession planning does not need to be difficult or stressful. Our Dental CPA firm specializes in helping dental practitioners just like you create a plan that fits your practice. That may mean a buyout agreement if you’re in a dental group. Or suppose you’re operating as a solo provider. In that case, you will want to consider whether you need to identify a buyer or merger partner. Regardless of what works for you, we can help you determine what that is and how to achieve the goal.

Succession Planning

No matter how long you’ve been in your practice, we invite you to call us today at (803) 941-4440 or Request a Consultation to learn about succession planning so that you are prepared when the time comes for you to step out of the office and into the next exciting phase of life!