Smart Solutions That Serve Your Practice

Establishing a smooth-running practice involves strategic planning to achieve your desired outcomes. In addition to building your practice, attracting and retaining incredible talent is essential.

 

We can assist you with planning for 401(k) benefits, bundling supplemental insurance packages, review shareholder's agreements, as well as, strategic planning for your practice and partners. Our team of advisors offers a consultative approach to help you understand your core objectives and work with your legal team to execute your strategy properly.

Our practice services packages range from $3,000-$25,000 annually. This is in addition to your personal financial planning fee. Continue reading below for our areas of focus. 

SDT Offers Practice Support:

Cash Flow and Debt Analysis

  • Strategic cash flow analysis

  • Review and collaborate on tax planning

  • Analyze debt refinance opportunities

  • Equipment or building expansion

Entity Structure and Transition Planning

  • Review partnership and business agreements

  • Adding associates or partners

  • Buying or selling practice

Insurance
Planning

  • Buy-sell Insurance

  • Key Man Insurance

  • Business Overhead Expense (BOE) Insurance

 

Retirement Plan Optimization

  • 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.

- Dr. M.R., Client of SDT

Helpful Financial Articles

Philanthropy, Tax Planning

End-of-Year Charitable Giving

Read More >
Physician Mortgage Loans
Physician Focused, Dentist Focused, Mortgage

A Doctor's Guide to Physician Mortgage Loans: Benefits, Eligibility, and Smart Decisions

Read More >
Financial Planning

What Is a Financial Plan?

Read More >

Schedule a Consultation

Learn how we can guide your financial strategy for your practice. Send us your information to set up an initial consultation with an SDT Advisor.