4 Financial Reports to Run Before you List (And How to Pull Them)

Higher Valuations Right This Way –> The beginning of the year is a time to plan out projects, start new systems, and perhaps take a moment for reflection on what you want the new year to hold. If you are thinking, “I want to sell my dental practice this year,” there are steps that you …

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When You Need a Certified Valuation

As you begin to explore selling your practice, you may have heard that you need a certified valuation.  You may have also heard the term appraisal, broker’s opinion of value, or valuation.   If you’re a doctor interested in buying or selling a practice and believe that you need a certified valuation from a CPA, read …

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A Dental Practice Valuation That Grew Despite the Coronavirus Pandemic

Crown Dental was founded by Dr. Emily Lee in 2005. She worked relentlessly to make it one of Houston’s most well-known offices. After years of hard work, the practice had grown to nine locations, and Dr. Lee realized she wanted to take Crown Dental to the next level and provide more services to her patients. …

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