Strategic cash flow analysis
Review and collaborate on tax planning
Analyze debt refinance opportunities
Equipment or building expansion
Review partnership and business agreements
Adding associates or partners
Buying or selling practice
Key Man Insurance
Business Overhead Expense (BOE) Insurance
Review and optimize retirement plan based on goals
Competitive benefits package planning including 401(k) plan
Cash balance plan design
I was straight out of dental school and had no idea what I was doing from a financial perspective. I’ve been with SDT for 4 years, and I’ve since bought a practice, I found an Associate, I hired a CPA, I’ve had multiple practice loans for different equipment, and SDT has been instrumental in all of that.
You have likely experienced at least one — but probably more — unexpected financial emergency: a broken HVAC unit, an auto accident, a ...
There’s no question that the economy is confusing right now. On the one hand, unemployment is low, earnings are up, and our homes are worth ...
According to the American Council of Life Insurers, permanent insurance is the most common type of life insurance purchased in the U.S. ...