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 :

 
  • Financial Planning. 
  • Retirement planning.
  • Investment.
  • Tax Planning.
  • putting you in charge of your own life.
  • Advising you with real life experience.
 


 
Image by Martha Dominguez de Gouveia
Practice Transition 

 I specialize in buying and selling dental practices. my service includes :

  • free practice valuation.

  • marketing .

  • negotiating with prospective buyers.

  • drafting a purchase contract .

  • lease negotiation .

  • location scouting.

  • 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.

  • location scout.

  • lease negotiation.

  • purchasing a practice Realestate.

  • practice valuation.

  • start up coaching. 

 Simply preventing you from making mistakes that will set you back years and delay your financial success.