What you want…


Someone who will put you first, the same way you put your patients first. You want something different than what you’ve experienced in the past. You want someone to help you develop your practice and simplify your life, someone that will give you relevant and timely guidance, based on your needs. You need someone who will help you bridge the gap from where you are to where you want to be.


Dental Practice Services

Practice Management

Vibrant. Unique. Successful. This is your practice… or, at least, this is the vision of what you want your practice to be. Learning how to understand and nurture your practice will increase the bottom line and encourage your staff to work as a team, resulting in the ultimate patient experience. Finding someone who is qualified and willing to teach you how to do this is crucial.

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Practice Management

- Office Management/Staff Roles
- Practice & Production Benchmarking
- Fee 1(UCR)/Insurance Fee Analysis
- Internal & External Marketing/Promotion
- Practice Policies & Procedures

Let's grow my practice!

CFO Services

Still using your father’s accountant? That’s understandable. You became a doctor out of a desire to make a positive difference in patients’ lives. What didn’t cross your mind, however, was how difficult it would be to own a business, to handle the everyday complexities of managing employees and growing your practice, and to ensure that you and your loved ones have a comfortable life.

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CFO Services

- Accounting & Reconciliation
- Payroll Solutions
- Financial Reporting & Analysis
- Tax Planning & Preparation
- Business Forecasting/Budgeting

Save & make me money...

Practice Transitions

Whether starting up your first practice, expanding to multiple locations, or preparing to retire, recruiting a stellar transition team is critical for achieving short-term success and realizing long-term goals. Having someone who will simplify complex elements, identify the pros and cons of various transition scenarios, and clearly explain the numbers, will help you make the right decisions.

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Practice Transitions

- Practice Valuations
- Buying a Practice
- Selling a Practice
- Mergers/Acquisitions
- Practice Start-Up

My practice is changing, help!

Insurance, Retirement & Estate Planning

Protect what you have now. Prepare for the life that you’d like to live, after you’re finished practicing. Safeguard the legacy you are leaving for your loved ones. This is the goal of every doctor, regardless of specialty, location or degree of success. All of these are vital… as is understanding the practical means for their application and attainment.

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Insurance, Retirement & Estate Planning

- Life, Health & Disability Insurance
- Traditional Retirement Vehicles
- Non-Traditional Retirement
- Premium Financing
- Estate & Trust Planning
- Personal Wealth Management

Safeguard my life

Practice Protection

Usually, when a doctor hears the word “liability”, his or her first inclination is to think about malpractice. In addition to professional negligence, liabilities can encompass facilities, handling of funds, staff (inside and outside the office), and sexual harassment. It’s impossible to plan for everything. But, there are steps that you can take so you can sleep peacefully at night.

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Practice Protection

- Fraud & Embezzlement
- Practice Controls
- Entity Analysis & Structuring
- Insurance Needs Analysis
- Human Resources Analysis

Get protection, sleep peacefully...
 

Your peers

Your Dental Advisors

Robert Salmon

Robert Salmon

Dental Practice Advisor / CPA


Robert – all sports, especially basketball, reading, teaching, white Toyotas.

  • Works too much plays too little, or his work is his play
  • Basketball is life and everyone should think like a point guard (ask him about sagging-man defense).
  • Born and raised on the ranch where integrity and hard work were your most valuable assets.
Carlin Orton

Carlin Orton

Dental Practice Advisor / Mtax


Carlin – cold weather, soccer, photography, cooking (and, unfortunately, eating)

  • Reads too much and shaves too little.
  • When he’s not working on his house, he’s arbitrating another seemingly meaningless argument between his six kids.
  • He’s had a spatula and frying pan in his hands since he was in diapers. Some things never change… he’s no longer in diapers, though.
Vonda Salmon

Vonda Salmon

Insurance & Retirement Specialist


Vonda – creating things, music, guitar, crafts, and yoga.

  • Trying to keep up with Robert and 5 adult children, 2 teenage children and one grandbaby.
  • Thinks that hot yoga cures everything for everyone.
  • Life is full with the selling of insurance to those we serve, constant learning of new things, and being Mom.
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Start Growing My Practice

Simplify your life. Let your practice succeed. Start your journey to freedom.

Our Friends, Your Partners



Over the past 4 years we have been privileged to work on some amazing projects with some of the best people in all different kinds of fields!

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Using the latest in image capturing technology, we are able to create something truly special that allows potential patients to see your amazing office!
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