Insights
Guides & research
Deeper, structured resources you can put to work. Each guide is written in plain language and reviewed for accuracy.
The Coordinated Financial Plan: A Dentist’s Field Guide
How to connect your practice, personal finances, taxes, and goals into one plan — the framework, the priorities, and the order of operations.
Updated August 2026Read & downloadBuilding Wealth Beyond the Practice: An Investment Framework
A disciplined, low-cost, tax-aware investment framework for dentists — and why diversifying away from the practice is the risk that matters most.
Updated August 2026Read & downloadRetirement Plans for Dental Practices: A Decision Framework
How 401(k), profit sharing, SEP, SIMPLE, and cash balance plans compare — and how high-earning owners can shelter far more than a basic 401(k).
Updated August 2026Read & downloadTax & Debt Strategy for Dentists: A Planning Guide
Where a dentist’s real tax savings come from, how to structure entity and compensation, and how to turn student and practice debt into a deliberate plan.
Updated August 2026Read & downloadThe Practice Transition Playbook: Value, Sell, and Net More
How to understand practice value, evaluate buyers and DSO offers, structure the deal for taxes, and calculate the cash you actually keep.
Updated August 2026Read & downloadThe Owner-Dentist Leadership Guide
The leadership and ownership frameworks that decide how far a practice goes — culture, team, hard conversations, and getting out of the bottleneck.
Updated August 2026Read & downloadThe Dental Family Office: Advanced Strategies for $25M+
Coordination, advanced tax and estate strategy, and a worked buy-borrow-die case study on a $52M portfolio — how significant dental wealth is run as one strategy.
Updated August 2026Read & downloadThe $1M Dental Practice: Line-Item Benchmarks
A line-by-line overhead benchmark for a $1M general practice — staff, lab, supplies, rent, marketing, and the rest — in both percentages and dollars.
Updated August 2026Read & downloadThe Dental Practice Buyer’s Guide & Checklist
A step-by-step guide and due-diligence checklist for buying a dental practice — from financing and valuation to the numbers, red flags, and closing.
Updated August 2026Read & downloadSell-Side Prep: The Practice Sale Readiness Guide & Checklist
A multi-year runway to sell your practice for more — clean financials, higher profitability, less owner-dependence, and a checklist to get sale-ready.
Updated August 2026Read & download
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Your practice should support your life — not control it.
Build a coordinated financial strategy designed around your practice, your family, and the freedom you want your work to create.