Services
There are four ways to work with us.
Practice Valuation Reports
Full-Service Client Accounting and Tax Services
This is our signature service where we provide dental practice owners with a customized package of bookkeeping, financial statements, tax planning, and income tax preparation.
Click on the link below to learn more about this service.
We provide support to doctors and their attorneys who are in the process of buying dental practices. We will help you decide whether or not to purchase a particular practice, how much to pay for it, and how much cash flow to expect from the practice post-sale. Due to the amount of work we invest into a client during this process, we only provide this service to clients who commit up-front to becoming a Full-Service Client after escrow closes.
If you are interested in this service, complete our client intake form using the button below to start the process.
Cost: starting at $3,500
Practice Buyer Support Services
We can provide a limited number of doctors annually with a written, independent appraisal report that may be used for a practice sale, partner buy-in, divorce settlement, estate tax planning, or litigation. In order for our work to meet professional valuation standards, we generally cannot offer this service to existing clients so that we can maintain our professional independence.
If you are interested in this service, complete our client intake form and schedule a meeting with us using the button below.
Cost: typically in the $10,000 - $15,000 range
This option allows you to hire our founder and principal dental CPA, Kevin Thurman, on an hourly basis for ad-hoc accounting, tax, practice transition, or valuation consulting. Our Pin-Point Sessions are a good option for you if you just need a second set of eyes, have those “quick questions” that keep you up at night, or want to bounce around an idea. You can purchase time in four hour blocks and you have up to 12 months to schedule and use those blocks in 30 minute increments.
If you are interested in this service, click on the button below to pay for your sessions and to schedule the first one.
Cost: $1,000 for a block of four hours
