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

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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Roth IRA After TCJA: The Backdoor Is Still Open

May 8, 2019

As you likely know the Roth IRA is a terrific way to grow your wealth with a minimum tax downside...

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Fixed for Dentists: Top 8 Financial Rules of Thumb

April 29, 2019

Price is what you pay Value is what you get Warren Buffett Rules of thumb are cheap and easy Up...

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Broken Financial Rule of Thumb: Pay off credit card debt first, right?

April 21, 2019

It isn t the mountains ahead to climb that wear you out it s the pebble in your shoe Mohammad...

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Save 10% Per Year Rule of Thumb

April 15, 2019

A dream doesn t become reality through magic it takes sweat determination and hard work Colin Powell Broken rule of...

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