Just as you provide preventive advice to improve your patients' long-term well-being, we advise dentists on practice management, practice transitions, retirement planning, and personal financial planning to address long-term financial security. Your future financial health depends on sound advice throughout the life of your practice. Facilitating the growth and transition of your practice over time and attending to your personal financial needs complete your picture of sound financial health.

Retirement Plan Design & Administration

Administering a retirement plan is one thing -- designing a personalized retirement plan that meets with IRS approval is another matter. We're experienced at bringing the two together to maximize the value of your contributions and provide you with a lifestyle-friendly retirement. By both designing and administering your plan, we can save you on implementation fees and insure a close relationship between your practice and retirement plan accounting and reporting requirements.

     Read more: 401k Plans , Cross-tested Plans
     Seminar: Advanced Retirement and Tax Planning

Practice Transitions: Sale/Purchase/Valuation

Bringing on a partner? Buying into a practice? Selling an established practice? You'll value from our collaborative approach to transition your most important asset. Our extensive presence in the dental marketplace helps us determine the fair value of a practice and insures that its value is realized in a win-win transaction. And our tax expertise allows us to structure the transaction to maximum mutual advantage.

Each doctor's style and needs are different, so we provide consulting and contract services for setting up associateships, partnerships, and space sharing arrangements. We provide practice valuation services for estate planning, buy-sell agreements and divorce settlements, in addition to typical purchase and sale transactions. And we can either evaluate opportunities you have already found, or facilitate access to the leading practice brokers' systems, programs and contracts and their network of opportunities.

     Read more: General Overview of Practice Transitions , Due Diligence List
     Seminar: Practice Transitions and Associates

Personal Financial Planning & Investment Management

Our experience extends to advice on your personal financial planning to complement the business planning for your practice. Fee-only Comprehensive Financial Planning addresses priorities such as maximizing cash flow, minimizing taxes, as well as individualized needs such as funding education, estate tax planning, and eldercare issues. Through WillefordCPA Wealth Advisors, LLC, a Registered Investment Advisory firm, your needs for on-going investment management are addressed with the same care and concern. See Sample Performance Report.

     Read more: Win the Loser's Game , Monte Carlo Simulation
     Seminar: Financial Independence