Financial advice

We can give industry-specific advice related to practice spending decisions and other financial matters. We are your "neutral third party" – someone to provide advice that doesn't stand to gain from your buying decision. We're simply here to help. Our years of industry experience guide our actions to help you avoid the mistakes that others have made and regret.

You may be asking yourself, "What are my peers doing?" Or "What is a good practice to purchase, and how do I look at it from a business perspective? How do I plan for the future given the stage of my practice at this point in my career?"

Sometimes you need a little advice. You need someone with experience who can answer your questions. Someone you can trust to give you good, honest feedback with no hidden sales agenda. That's who we are. Allow us to help you avoid the traps and pitfalls you've read or heard about from your peers.