Approved Partner Directory

Use our approved list of dental industry partners (CPAs, practice coaches, attorneys, software providers, real estate experts, insurance agents, transitions consultants, lenders, etc.) to identify professionals who can help grow your practice, avoid common mistakes, and protect your wealth.

Banking

Panacea Financial

Panacea Financial understands the needs of doctors because we were founded by doctors. That’s why we offer a full suite...
Practice Management

Polaris Healthcare Partners

Polaris Healthcare Partners is a Strategic Consulting and M&A advisory firm that focuses exclusively in the group dental practice space....
Practice Management

Best for Dentistry

BEST believes that the services provided by independent dentists are vital to the communities they operate in. Our mission is...
Transitions

Wingspan Transitions

As a Dental transition company, we pride ourselves as the most efficient firm providing dental practice brokerage services. Partnering with...
Tax & Accounting

CFO Ortho

At CFO Ortho, we understand your industry and can be a valuable resource as you grow a successful practice. Whether...
Real Estate

CARR

CARR is the nation’s leading provider of commercial real estate services for healthcare tenants and buyers. Every year, thousands of...
Tax & Accounting

EDGE Advisors

Edge Advisors is the standard for accounting, recruiting and transition firms serving the dental market. Since our company inception in...
Technology

Sunbit

Sunbit builds financial technology for real life. Our technology eases the stress of paying for life’s expenses by giving people...
Technology

Apex Payment Solutions

Apex Payment Solutions partners with fellow dentists to help you find the right payment options for your practice, so you...
Transitions

McLerran & Associates

McLerran & Associates is the premier sell-side advisor for large practice owners who are looking to pursue a DSO affiliation...
Technology

Torch Dental

Torch is a centralized ordering system for dental supplies and equipment which enables your practice to order all primary and...
Dental Cooperative

Accelerate Dental

You want to give your patients an amazing experience, run your business efficiently, and create a solid financial foundation. And...

Partners of Dentist Advisors are approved through an application process that includes an interview with one or more of our Certified Financial Planner™ professionals. Prospective Partners are evaluated for overall alignment with the dental industry as well as our culture and approach to conflict mitigation, among other factors. Dentist Advisors typically receive compensation from approved partners for ongoing promotion. Dentist Advisors has no direct affiliation with approved partners. In order to mitigate our own conflicts of interest, any compensation we receive is at a flat rate and unrelated to the nature of, or the number of, referrals within the network.