Dr. Smith, a successful dental practice owner and DDS, came to us needing guidance on expanding her business and planning for long-term financial success for herself and her family.

Our Team worked closely with Dr. Smith to develop a strategic growth plan to open a second and third location for her practice. Part of this plan included several meetings with lenders to find the best solution for her specific needs. After hours of review and analysis, we were able to present our findings with specific recommendations with tax efficiency in mind. 

Additionally, we designed a comprehensive retirement and succession strategy. This plan was built with several different scenarios in place, allowing for modifications and adjustments as life progresses.

Today, Dr. Smith enjoys a thriving multi-location practice while building long-term wealth for her family.