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Throughout the last 20 years of working with our dental industry clients we have had the chance to see their practices in all phases of development, from startup and family transitions, to growth and acquisitions, and finally to selling or retiring.

Whether you are beginning your career or looking to retire in the next few years most dentists wonder how their journey is going to turn out.  How does one put all of the pieces of their financial house together to see what the puzzle looks like for the next 10, 20, or 50 years? 

  • Do I pick a date to completely retire or am I going to work part time for a while? 
  • Do I sell my practice or just lease the space I own to another dentist? 
  • Do I hire a younger dentists to eventually take over my practice-and if I do, will I receive a larger buyout price? 
  • What value do I place on my practice as part of retirement?
  • How can I predict what my assets will be, and how do I know if I will reach my goals?

Here at Balderson & Hebert, LLC we help you answer these types of questions.  Through our Financial Planning process we are able to collate and organize all of the parts and pieces of one’s professional life into a concise document that allows you to understand what your future will look like based on the decisions you make today.

HELPFUL RESOURCES

Do you want to read more about financial planning for Dentists? Check out these informative articles and resources to learn more.

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Follow the links below to learn more about how how Balderson & Hebert, LLC may be able to help you and your practice plan for today and tomorrow. 

10+ YEARS AWAY FROM RETIREMENT  

 RETIRING WITHIN THE NEXT 10 YEARS  

 I HAVE INVESTMENTS BUT COULD BENEFIT FROM AN ADVISOR

BENEFITS FOR STAFF AND EMPLOYEES


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