Our Financial Boot Camp Video Series


You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!

Recently Recorded:

Doing Your Financial Due Diligence – Recorded 12/30/2020

When presented with an opportunity to purchase a practice, a dentist can be overwhelmed trying to evaluate the volume of practice data available to determine whether to move forward with the purchase. In this presentation, we will help you better understand what it means to “Do Your Financial Due Diligence”. You will learn how to evaluate financial data in several practice management areas, such as Collections & Overhead, Productivity, Staff Compensation, Standard Fee Schedule, and Projected “After-Tax, After Debt-Service Cash Flow”.

We will discuss practice management averages, metrics and benchmarks common to practices in the area. We will review real world examples of how this information can be utilized as part of the Due Diligence process and help put the practice opportunity into perspective compared to other practices. This course is also valuable for Sellers so they can learn which aspects of their practices the Buyers will be evaluating when the time to sell their practices arrives.

Year End Planning For Practice Owners – Recorded 12/16/2020

2020 has been one of the most challenging years for practice owners. Join Andrew Schwartz, CPA, as he discusses actions to take before December 31st to lower your tax liabilities and get your practice’s financial house in order for year end.

Year End Tax Planning For Individuals – Recorded 11/18/2020 

Are you ready to say goodbye to 2020? With a little tax planning, you can ensure you leave 2020 on the best financial note possible. Join Rick Schwartz, CPA, as he highlights important steps you can take before December 31st to lower your tax liabilities.  Rick will also cover actions to take for 2021 to start off the new year on the best path possible.

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