Dental Practice Transitions
From the early decision-making and planning stages to the final transition, we will be there to advise and assist you every step of the way.
Dental practices face complex organizational, business and financial decisions every day. Balancing time for both the practice and personal goals can become overwhelming. You have worked hard to get where you are today and deserve solutions to achieve your goals. Marcum LLP can help find the solutions.
Marcum LLP has more than 70 years of experience providing services to dentists and dental organizations across the country. We have a dedicated team of professionals who understand the complex business environment of the dental industry, as well as the diverse needs of each practitioner’s business and personal needs. We provide a customized approach to your business needs and offer a full suite of services and resources designed to help you through the life cycle of your business.
Strategic analysis and marketing services are essential for setting achievable short and long-term goals for a medical or dental practice. The use of ongoing market studies and review of competitive environments are essential to the development of realistic goals. Marcum helps health care professionals focus on sound, attainable growth opportunities.
Marcum prefers to take a proactive vs. reactive approach to tax services. By staying up to date on new tax laws and legislation, we are able to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
We have performed hundreds of valuations of dental practices. The company is made up of experienced financial analysts, accountants, and healthcare industry professionals dedicated to meeting the needs of business owners, lenders, advisors and others that require independent valuation and consulting services.
We gauge our worth by the personal and business successes of our clients. Because we have a significant number of dental professionals as clients, we can take advantage of broad experience in a single industry to advise our clients on successful business applications that have actually been implemented by us. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. The following are just a few of the areas in which we provide consulting services:
Safeguarding your estate is one of the most important things you can do. Smart estate, gift and trust planning safeguards your estate by minimizing estate and income taxes for your heirs, provides a secure financial future for you, helps ensure future generations benefit in the manner you desire and can protect your assets from liability claims. Our estate, gift & trust planning professionals work closely with you to help you achieve these objectives.
Our DSO team is able to assist you with determining if your practice is DSO ready or looking to expand.
The 2023 Marcum 3-Year Nursing Home Statistical Review includes a deep dive into the distinct stages of the pandemic – the pre-COVID environment, the heart of COVID, and then what some might call the beginning of COVID recovery.
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