Original articles on the questions dental practice owners actually ask — profitability, tax, valuations, purchases, and transitions.
A plain-English walkthrough of how a practice sale is characterized between capital gains, ordinary income, and depreciation recapture — and why allocation matters.
Educational content only — not tax, legal, or investment advice.
Goodwill, equipment, restrictive covenants, and consulting agreements each carry different tax treatments. How to model allocation before the LOI.
Educational content only — not tax, legal, or investment advice.
The two-to-five-year window before a sale is when practice value is truly made — through overhead discipline, associate structure, and record cleanliness.
Educational content only — not tax, legal, or investment advice.
Why the number you compare to matters as much as the number itself. Using specialty and geography-adjusted benchmarks to find real leverage.
Educational content only — not tax, legal, or investment advice.
A category-by-category framework — staff, occupancy, supplies, lab, and marketing — for reading overhead like a dental CPA does.
Educational content only — not tax, legal, or investment advice.
What a broker packet won't show you — and the questions we ask on every acquisition review to separate profitable practices from expensive ones.
Educational content only — not tax, legal, or investment advice.
Two years before a sale is on time. Five years is better. Here's what changes in your take-home when planning starts early.
Educational content only — not tax, legal, or investment advice.
Buyers usually want assets; sellers often prefer stock. The tax math is the reason — and it can move six figures either direction.
Educational content only — not tax, legal, or investment advice.
Spreading gain over multiple years can smooth taxes — or introduce risk. When installment structures fit and when they don't.
Educational content only — not tax, legal, or investment advice.
The three years of statements a valuator actually needs — and the small clean-ups that meaningfully change the number.
Educational content only — not tax, legal, or investment advice.
Retirement plans, entity elections, and equipment timing that only work when they're planned in Q2, not booked in Q4.
Educational content only — not tax, legal, or investment advice.
Reading an article is a great start. A conversation is better.
