Marcum 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.

Dental Owner Services

  • Accounting
  • Assurance Services
  • Business Development
  • DSO Services
  • Estate, Gift & Trust Planning and Compliance
  • Practice Management Consulting
  • Tax Services
  • Transaction Advisory Services
  • Valuations
  • General Ledger & Financial Statement Preparation Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting System Setup for New & Established Businesses
  • Interim CFO / Controller Services
  • Accounting Outsourcing Services
  • Financial statement audit, reviews and compilations.
  • Agreed upon procedures/due diligence.
  • Pension/employee benefit audit.
  • Portfolio company financial statement audit.

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.

  • Practice building.
  • Mergers and acquisitions/joint ventures.
  • Financing services.
  • Contract evaluation and negotiations.
  • Purchases and expansion of practices.
  • Financial feasibility services.

Our DSO team is able to assist you with determining if your practice is DSO ready or looking to expand.

  • Conversion from cash to accrual.
  • Standardizing monthly procedures.
  • Monitoring of KPI.
  • Hands on consulting.
  • Tax expertise.
  • Group practice conversion.
  • Audit ready books.
  • Analysis of practice acquisitions.
  • Strategic planning.
  • Tax preparation.
  • Valuation for selling.
  • Difference between an office in infancy to maturity.

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.

  • Asset protection planning.
  • Estate and gift planning.
  • Post-mortem estate planning.
  • Charitable and family transfers.
  • Charitable gift planning.
  • Trust planning.

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:

  • Business valuations.
  • Business & strategic planning.
  • Mergers & acquisitions.
  • Joint ventures and dental service organizations.
  • Sucession planning.
  • Instruct and assist in rounding off a balanced operation. Balanced operations improve QOL of owners and team.
  • Train, coach, mentor, owners and staff on all key areas of dental office operations.
  • Internal/external marketing strategies.
  • “White Canvas” development of practices when a major shift is desired such as dropping insurance plans.
  • Staffing model development and implementation.
  • Realized efficiencies through technology or third party integration.
  • “True Team” Development

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:

  • Corporate tax services/planning.
  • State and local tax compliance.
  • Business formation/entity selection.
  • Compensation planning/structure.
  • Cost segregation.
  • Tax projections.
  • Quality of earnings (EBIDTA) analysis.
  • Carve-out financial statement analysis.
  • Federal, state and local tax due diligence.
  • Profitability analysis.
  • Review of asset/stock purchase agreement.
  • Valuation for selling.
  • Difference between an office in infancy to maturity.

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.

  • Sale of practice.
  • Buy-sell arrangements.
  • Mergers and acquisitions.
  • Marital dissolutions.
  • Second opinions.
  • Valuations.
  • Financing.
  • Practice sale support.

What Our Clients Say

There were several times throughout the transition process that I had questions/concerns, the answers to which required either one member of the team’s input, or collaboration between team members. In all instances, their answers/input were timely and spot on. My thanks to all team members in navigating what could have been a very difficult process and making it pain free!!

Mine was a particularly difficult process as we’re having a 3 year buyout rather than a one time payment. But we were working with admirable people and the final results have been fabulous. Thank you for all your hard work. It was all greatly appreciated.

I have worked with this team and recommend them to colleagues when I can. It was only natural that when it came time to transition out of my current practice that they took the reins. I am glad I had their support and they have helped to make this an easy process.

Thank you so much. And thanks to you and the team for everything.

Marcum Three-Year Nursing Home Statistical Review

The 2024 Marcum Three-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. 

Contacts

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Ray  Brune

Ray Brune

Partner

  • Assurance
  • St. Louis, MO
Maryann  Czarnota

Maryann Czarnota

Partner

  • Tax & Business
  • Deerfield, IL
Bradley R. Gilmore

Bradley R. Gilmore

Partner

  • Tax & Business
  • St. Louis, MO
Robert  Mercola

Robert Mercola

Partner

  • Tax & Business
  • Deerfield, IL
Lori  Plescia

Lori Plescia

Partner

  • Tax & Business
  • St. Louis, MO
Robert  Schmidt

Robert Schmidt

Partner

  • Tax & Business
  • St. Louis, MO
James  Thomas

James Thomas

Partner

  • Tax & Business
  • St. Louis, MO
Brian D. Tortolano

Brian D. Tortolano

Partner

  • Tax & Business
  • Providence, RI
Michael   Zepf

Michael Zepf

Director

  • Tax & Business
  • Providence, RI