Our mission is pretty straight forward; Treat others as we would hope to be treated. We strive to provide attentive, unbiased, honest and transparent brokerage, valuation and consulting services to each and every client.
So why do we exist?
No, this isn’t the answer to great existential crisis! The creation of our business, nearly a decade ago, was driven out of a desire to bring a high level of integrity, transparency, and client-focused attentiveness to practice valuations, sales, transitions, and consulting in the dental and medical industries.
We launched this business with more than 20 years experience in the financial industry (including personal, commercial, and dental specific needs) and identified the need to bridge the gap between the details required by your trusted advisors and the base-level information that is often provided.
We continue to strive to create a different client experience by providing attentive, one-on-one, collaborative services. Our client-first focused sales experience, leadership, management, and financial advice equal an unprecedented level of service. We are attentive to each client’s unique requirements and work to guide them through a hassle-free experience.
This is our speciality, our legacy – let us assist you with yours!