Helpful tips & insights for dentists

We’re sharing helpful tips, tricks, and guides to help you improve your dental practice finances.

Estimated quarterly tax payments for dental practice owners

Estimated Quarterly Tax Payments For Dental Practice Owners: Getting Q3 And Q4 Right

Missing Q3 and Q4 estimated tax payments costs dental practice owners more than they expect. How to calculate what you owe and avoid IRS penalties.
cost segregation dental practices

Cost Segregation For Dental Practices: What It Is And When It’s Worth Doing

Cost segregation lets dental practice owners front-load building depreciation into their highest-income years. Here's when it's worth doing.
Hiring Your Kids: A Legit Tax Play For Dentists, With Real Guardrails

Hiring Your Kids: A Legit Tax Play For Dentists, With Real Guardrails

Hiring your kids in your dental practice can cut the family tax bill if the job is real, the wage is fair, and the entity is right. What the IRS expects.
When Should You Hire an Associate Dentist? Financial Signs Your Practice Is Ready

When Should You Hire an Associate Dentist? Financial Signs Your Practice Is Ready

You’re booked out. Hygienists are scheduling six weeks in advance. New patients keep calling. The question isn’t whether you need help — it’s whether your practice can financially support an associate without pushing your overhead into dangerous territory. We work with dental practices through this exact decision regularly. The practices that get it right follow […]

Dental Practice Financing: 4 Red Flags That Can Sink a Deal

Dental Practice Financing: 4 Red Flags That Can Sink a Deal

Most dental practice acquisitions don’t fail because the seller backed out or the broker misrepresented the practice. They fail at financing. The deal looks clean, the LOI is signed, and then something in the underwriting process unravels it. We see this constantly, and the frustrating part is that most of these problems are fixable if […]

Dental Practice Valuation: What's Your Practice Worth?

Dental Practice Valuation: What’s Your Practice Worth?

When it comes to selling your dental practice, understanding its true value is crucial. It’s not just about the revenue—it’s about what your practice can earn in the future. While there are a few ways to calculate the value of your dental practice, an earnings-based approach built on recast EBITDA (not seller’s discretionary earnings, which […]

What increases the value of a dental practice before a sale

What Increases the Value of a Dental Practice Before a Sale?

Most dentists think about practice value once: when they are ready to sell. That is the year the number gets set, not the year you can change it. The factors that determine what a buyer will pay are baked in over the 3 to 7 years before the sale event, and most of them are […]

Real Estate Diversification for Dentists: Understanding Delaware Statutory Trusts (DSTs)

Real Estate Diversification for Dentists: Understanding Delaware Statutory Trusts (DSTs)

As a dentist, you understand the importance of strategic planning for your financial future. While your expertise lies in patient care and running your practice, real estate can be a significant part of your investment portfolio. If you own your practice building or other investment property, one tool worth understanding is the Delaware Statutory Trust […]

Should You Buy Into Your Current Dental Practice?

Should You Buy Into Your Current Dental Practice?

Let’s say the owner of your dental practice just pulled you aside and said, “Have you thought about buying in?” That question probably comes with a mix of excitement, anxiety, and a hundred follow-ups. It’s a big move, and it’s not just about becoming an owner. It’s about making a serious financial investment in something […]