OUR SERVICES
My specialty is building financial freedom. It is to put you as a driver of your own future. i am not just talking the talk i have walked the walk twice. I have done two successful start ups from ground up and sold them both with record breaking sale prices. At this point of my life , I have achieved the dreamer status, I work simply because I want to work not because I have to . I work at my terms, I want the same for you.
in all these transactions , I have been my own appraiser, broker and negotiator . also Im the CEO and owner of 3 successful Realestate companies.
Im here to put you in charge of your own future.It is not just about the statistics but about the results .

Dental Financial Services.
Did you know that Dentistry is of the highest earned professions but on average we retire 8 years older than average American .According to ADA dentists retire at 68.2.But whats interesting is, In average the median income is about $60,000. dentist in average earns about $210,000, so the the income is definitely not the reason , its the poor financial planning. Im here to help you break the statistics. My advisory firm specialize in :
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Financial Planning.
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Retirement planning.
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Investment.
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Tax Planning.
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putting you in charge of your own life.
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Advising you with real life experience.

Practice Transition
I specialize in buying and selling dental practices. my service includes :
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free practice valuation.
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marketing .
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negotiating with prospective buyers.
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drafting a purchase contract .
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lease negotiation .
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location scouting.
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demographic study.
whether you are in search of dental practice or interested in selling yours I can be a help to you. In every transaction, the practices have sold for record breaking numbers in a record breaking time.

Start up / Transition from Associateship to Ownership
If you are fresh out of school or have been an associate for a little while and ready to take on the dream of owning your own practice Im here to help besides helping my clients, I have personally been there, had the sleepless nights and doubts. I believe my services can be a great help to you.
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location scout.
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lease negotiation.
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purchasing a practice Realestate.
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practice valuation.
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start up coaching.
Simply preventing you from making mistakes that will set you back years and delay your financial success.