Dental Professionals
Financial guidance for dentists and their practices
We help dental professionals with tax planning, practice purchase and retirement planning, as well as business office management and practice valuations.
What We Do
Upcoming Events
Our dental professional advisors speak regularly, nationwide.
Dental Insights
Meet Our Professionals
Jeanne has over 25 years of experience as a CPA tax advisor and business consultant. She is also a Certified Business Valuation Analyst, Certified Mergers & Acquisitions Advisor, and Certified Exit Planning Advisor. She works with small and midsize businesses to manage their accounting, minimize their taxes, and help them manage their business efficiently and…
Jeanne's EXPERTISE
- Closely-held businesses
- Tax minimization strategies
- Strategic tax planning and compliance
- Certified Exit Planning Advisor (CEPA)
- Certified Mergers & Acquisitions Advisor (CM&AA)
- Certified Business Valuation Analyst (CVA)
- Certified Public Accountant
Write to Jeanne
XServices for dental professionals
- Practice check-up and benchmarking
- Retirement plan analysis and design
- Revenue optimization
- Cost-segregation study
- Fee structuring
Growing Dentist Podcast: Dental Practice Finances with Doug Fettig t.co/j38fXw8pGh #dental
Tips to Avoid Overpaying for an Acquisition. Buyers need to be well prepared and exercise sound judgment when evalu… t.co/qufNETFcdn
Good scripting can give a patient a reason to return to your #dental practice in the future. Learn more:… t.co/ni6nkj3Wtm
Working dogs have dentists to thank for keeping them employed. Find out more from t.co/Ni9zrmKxpR.… t.co/NDQ4yD3RvF
