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Make sure your dental financial plan reaches your goals with our six-step process that guides you through the financial planning process.

Get answers to your questions about capital gains exemption and how to effectively multiply its outcome when factoring family members over the age of 18. Most dental practice owners understand the dynamics of a capital gains exemption. However, most dental practice owners may not know that there is a lifetime capital gains exemption (LCGE) available … Read more

Effective April 9, 2020 the application for Canada Emergency Business Account (CEBA) became available and practices have the ability to apply for Government relief online. Effective June 26, 2020 additional measures have rolled out to allow for newer practices and even associates who previously didn’t qualify to now access this program. Here are the details … Read more

What to look for when transitioning employees between practice owners Dentists usually preach good oral hygiene to prevent gingivitis and tooth decay, but preventative maintenance applies equally to employment law and, in particular, buying or selling a practice. Strategic planning, enforceable contracts, effective workplace policies, and properly implemented procedures are the employment-law equivalent of brushing and … Read more

Congratulations on starting your own small business! Yes, that’s what your new dental practice is – a small business. Like any other small business, you have chosen a name, logo, hired staff members and found your perfect location. But once you open those doors for the first time you are in the next important stage … Read more

Everyone wants to be seen; it just all depends on how you go about getting that attention, and of course whether it garners the type of attention you want. Marketing for lead generation is about doing things to get seen in the marketplace, and then engaging people to want to learn more about you. Whether … Read more

Hiring “the right people” can be tough work but it is arguably the most important function you will ever perform. You must have a top performing team in place to give you the peace of mind that your patients are being well taken care of and that you are able to do what you do … Read more

Your practice value is worth more than just numbers, it represents your life’s work.   Your practice should always be in a maximum value position so you are  prepared for planned or unexpected events that may occur at any point of your practice cycle/career. Here are just a few reasons to be ready: Unexpected/sudden illness … Read more