Expert Dental Industry CPA Firms Combine to Provide Expanded Financial Solutions to Dentists
Dental & Medical CPA firms, Engage Advisors and Yost & Company announced the merger of their firms effective November 1, 2022. Together, they represent over 750 dental and medical practices throughout the nation under the Engage Advisors banner. With more than 35 employees and offices in San Diego, Kansas City, Chicago and now Clearwater, FL, the firm is poised to provide accounting, tax planning, wealth management, insurance, and ownership transitioning services to dental and medical practice owners throughout the United States.
Drew Hinrichs, CPA, CEO of Engage Advisors, said, “We have respected Yost & Company for many years and the opportunity to combine forces is a win for our clients. Together, with our teams combined dental and medical industry expertise, we can better support dental and medical practice owners with the tools and advice they need to make good business decisions, build wealth, and have practices that thrive.”
Engage Advisors was founded in 2011 with a simple goal of making dental practices profitable. Today, Engage Advisors is a one-stop shop for dentists seeking tax and accounting, financial planning, insurance, and ownership transitioning services. They remove the burden of complicated and stressful financial tasks thanks to their dental industry team of experts and cloud-based technologies.
“We are absolutely delighted to join the Engage Advisors team,” said Marty Yost, Yost & Company President. “Our focus has always been on dental and medical practice owners and this merger will provide ancillary services and technology that our clients need to help accelerate their growth now and into the future. In addition, the size of Engage Advisors provides career opportunities for our team members while continuing to serve the dental and medical industries.”
Founded in 1980, Yost & Company provides tax management, tax planning and return prep, and accounting services to dentists and doctors. Yost is known for providing incomparable, personalized service to their individual and business clients within the dental, medical industries and beyond.