LLI Advisory Group helps dentists start, purchase, manage, grow, value, and transition practices with specialized accounting, tax, and financial guidance.
Dental Accounting · Practice Advisory · Valuations · Transitions
Serving New Jersey, New York City, and dental practices nationwide.
Every stage of practice ownership carries its own financial questions, tax implications, and risks. Start where you are — and get guidance built for exactly that moment.
Build the financial, tax, and operational foundation correctly from day one.
ExploreEvaluate financial history, financing, valuation, and transaction risk before you commit.
ExploreUse benchmarks, reporting, and proactive advice to improve profitability and performance.
ExploreStrengthen financial records, understand value, and plan for transaction-related taxes.
ExploreCoordinate valuation, deal structure, capital gains, succession, and post-sale planning.
ExploreEvery LLI relationship is anchored by a principal who personally reviews your practice financials, alongside a relationship manager and staff assigned to your account.
Jerry is a managing director of LLI Advisory Group and heads the firm's healthcare division. For more than 30 years, he has specialized in accounting, taxation, and estate and financial planning for healthcare practitioners.
Dom is a managing tax director of LLI Advisory Group. For more than 25 years, he has provided tax, accounting, and business consulting services to high-net-worth individuals and closely held businesses.
Dena joined LLI more than a decade ago and became a partner in 2023. She co-heads the firm's accounting division and specializes in accounting, taxation, and financial planning for healthcare practitioners.
Reading a dental P&L well requires knowing what "normal" looks like — by specialty, geography, and stage. Our team has spent decades inside dental practices, and we bring that context into every report we produce and every conversation we have.
What a buyer or valuator sees five years from now is built from what you measure, decide, and document today. We help you make those numbers stronger — and provable.
A dental practice transition can involve practice valuation, asset allocation, goodwill, depreciation recapture, accounts receivable, entity structure, payment timing, installment considerations, and federal and state capital gains — coordinated with attorneys, brokers, lenders, and wealth advisors.
Our services are grouped by outcome — not accounting terminology — so it's easy to find the guidance that matches the decision in front of you.
Entity choice, financing package, and dental-specific accounting setup — coordinated so day one at the practice feels organized, not improvised.
Dental accounting, benchmarks, and advisory conversations that turn month-end reports into decisions you can act on.
Business and individual tax planning, projections, and entity strategy tuned for how dental practices actually earn and reinvest.
Independent financial due diligence, practice valuation, and financing coordination so you commit with clear eyes.
Valuation, records preparation, and succession planning that make future transitions smoother and better-priced.
Sale guidance, deal-structure analysis, and capital-gains modeling coordinated with your attorney, broker, and wealth advisor.
Identify where you are today and what decision comes next.
Gather tax returns, practice statements, production reports, and relevant agreements.
Review profitability, benchmarks, taxes, value, and risk.
Establish priorities and a practical action plan you can execute.
Work alongside your attorney, banker, broker, and wealth advisor.
Revisit performance and strategy as the practice evolves.
Since 2004, LLI Advisory Group has served hundreds of dental practices nationwide, from first-year startups to multi-location groups preparing for transition.
"Excellent service and financial transparency. We've used LLI for years, and they've always provided excellent service and financial transparency. They are a trusted partner to our business."
Our office is in Cranford, New Jersey, with strong roots across Union County, Northern New Jersey, and Manhattan — and long-standing relationships with dental practice owners throughout the Northeast and across the country.
Original articles on profitability, tax, valuations, purchases, and transitions — written by the CPAs and advisors who work with dental practices every day.
A plain-English walkthrough of how a practice sale is characterized between capital gains, ordinary income, and depreciation recapture — and why allocation matters.
Goodwill, equipment, restrictive covenants, and consulting agreements each carry different tax treatments. How to model allocation before the LOI.
The two-to-five-year window before a sale is when practice value is truly made — through overhead discipline, associate structure, and record cleanliness.
Start with a confidential conversation about where your practice stands and what you want it to become.
Dental specialization · Confidential process · Coordinated guidance
