Core Advisors Logo
Secure File Upload
Book a Call

Helpful tips & insights for dentists

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

Let's Chat
selling dental practice to dso

Selling Your Dental Practice to a DSO: Are They Buying Your Systems or Your EBITDA?

A DSO probably won’t read your operations manual. It will read your last three years of tax returns, line by line. That tells you most of what a DSO is buying, and it surprises a lot of owners. Most dentists who build a practice are proud of two things. One is the profit it produces. […]
dental practice valuation multiples 2027

Dental Practice Valuation Multiples in 2027: Why a Flattering Number Can Sink Your Sale

Most practice owners hear about valuations long before they ever get one. A colleague sold for a number that sounded enormous. Someone at a study club mentions DSOs paying eight times earnings. A broker’s mailer promises top dollar. It’s natural to run the math on your own practice and land on a big number, and […]
personal financial planning for dentists

Your Practice Is Not Your Retirement Plan: Personal Financial Planning for Dentists

Most dentists have poured years of energy into building a practice that runs well, serves patients, and produces solid revenue. The practice is real, tangible, and something you can point to. What’s harder to see is everything the practice isn’t covering: the personal wealth side that often gets left on autopilot while the business demands […]
roth conversion strategies for dentists nearing retirement

Roth Conversion Strategies for Dentists Nearing Retirement

For most dentists, the decade before retirement is the window where Roth conversion strategy actually matters. Your income is at its peak, your practice may be approaching a sale, and the decisions you make now about where your retirement assets sit (taxable versus tax-free) will shape your tax bill for the next 20 to 30 […]
buying vs leasing dental office

Buying vs. Leasing Your Dental Office: The Real Numbers for Practice Owners

For most dental practice owners, the office lease is one of the largest fixed expenses on the P&L — for most practices, second only to staff payroll — and for many, eventually buying the building becomes an obvious next question. But obvious doesn’t mean simple. The buy-vs.-lease decision is really three decisions stacked on top […]
Section 179 vs bonus depreciation for dentists

Section 179 vs. Bonus Depreciation for Dentists: Which One Saves More on Equipment in 2026?

Two tax provisions let dental practice owners deduct the full cost of equipment in the year it’s placed in service, instead of spreading that deduction over years of depreciation schedules. Section 179 and bonus depreciation work toward the same goal but operate differently, and the choice between them can affect how much flexibility you have, […]
cash basis accounting dental practices

Why Dental Practices Run on Cash Basis Accounting (And What Accrual Is Actually For)

Cash basis accounting is the method for dental practices. Not a starter method you outgrow at some collections number, and not one of two defensible options you weigh against each other, but the method. Money in, money out, recorded when it moves. Accrual accounting is still worth understanding, because sooner or later a buyer, a […]
should you open a second dental practice

Should You Open a Second Dental Practice? Financial Signs You’re Ready

Your first practice is humming. Patients are booked out. Hygiene is full. The operatories are running every hour they’re open, and you’re starting to think about expansion. The question isn’t whether you can clinically handle a second location. It’s whether your numbers can. We work with dental practice owners through this decision every quarter. The […]
buy sell agreements dental partnerships

Buy-Sell Agreements For Dental Partnerships: What Protects You If Something Goes Wrong

A buy-sell agreement is the legal backbone of a dental partnership. What dentists need to know before a partner dies, becomes disabled, or wants out.