Get an estimate of your practice’s worth. If you’re considering selling your dental practice, merging with a DSO, or planning your financial future, knowing your practice’s value is crucial.
Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.
How To Make Money In A Bear Market
By Jake Elm, CFP® , Financial Advisor
When do Dentists Start Making Money?
By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor
4 Mistakes to Avoid during a Dental Practice Transition: Part Two – Episode #639
A Dentist’s Guide to Personal & Business Insurance Coverage
By Jake Elm, CFP® , Financial Advisor
What Every Dentist Should Consider Before Merging or Partnering – Episode #637
By Jake Elm, CFP® , Financial Advisor
4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634
Spring Clean Your Finances: 3 Financial Steps Dentists Can Take
Navigating Stock Market Volatility
By Jake Elm, CFP® , Financial Advisor
April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE
How Do You Know When Enough Is Enough? – Episode #632
