Blog

Engage Advisors helps dentists thrive in their practice and in life. We offer tax and accounting, financial planning, and ownership transitioning services. Our blogs provide a wealth of dental industry knowledge – we hope you enjoy reading them!
Financial Planning
Ownership Transitioning
Tax & Accounting

Why You Shouldn’t Be Your Own Financial Advisor

October 5, 2021

You can do a lot of things online in this digital age that you probably would have hired a professional...

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Tax Planning – It’s Never too Late or Early to Get Started

September 7, 2021

by Gulzar Ahmed Client Advisor Some people are inclined to put off talking with their dental CPA firm because they...

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How to Protect Yourself – The Risk of Partnering with Private Equity Firms (Part 3)

September 7, 2021

by Spencer Wesley Realtor Dental Practice Broker This is the third in a series that talks about the risk of...

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Happy Dentists Trust Their Numbers with Dental CPAs and Accountants

July 28, 2021

By Susan Nevenhoven Client Advisor As a practice owner what would make you happy Lowering your production costs increasing productivity...

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Rolling the Dice – The Risk of Selling to Private Equity Firms (Part 2)

July 28, 2021

By Spencer Wesley Realtor Dental Practice Broker In my last blog I highlighted some of the risks dentists face when...

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Too Good to Be True? Ask Partner Dentists Who Weren’t Paid Their Earnouts from Corporate Dental

June 25, 2021

By Spencer Wesley Over the last few years we ve seen a spike in the growth of corporate dentistry fueled...

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A Dental CFO Is Affordable and Adds High Value

June 7, 2021

When you run a small business the cost of services is always a concern Many of our clients at Engage...

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Selling Your Dental Practice 101

May 4, 2021

By Spencer Wesley If you re among the of dentists who own their practices this is a message for you...

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Helping New Dentists Solve Money Problems and Build Satisfying Careers

May 4, 2021

By Susan Nevenhoven As an accountant at a dental CPA firm I have a lot of clients who are new...

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Dentists: The Advantages of Ownership Have Never Been Greater

April 5, 2021

This Spring about men and women will graduate from dental schools across the country Most will sign on as associates...

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It’s Not a Luxury to Work with a Dental CPA Firm – It’s Smart Business

April 4, 2021

There s a popular belief that CPAs are a dime a dozen so it doesn t matter which firm you...

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The Importance of Beneficiary Designations

August 21, 2019

Check your beneficiary designations now before disaster strikes With the current super-generous federal estate tax exemption of million estate planning...

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