Aprio and Patterson Dental Alliance
Achieve success with a strong team by your side
Supporting you with practice transitions, CPA and financial advisory services
Patterson Dental and Aprio, LLP, have formed an alliance to support you through every stage of your practice and career. Whether you’re looking to buy into or sell a practice, launch a startup, grow your business, or plan for retirement, Aprio provides a team of experienced dental industry business and financial advisors that stand by your side. Aprio is uniquely positioned to be a single-source growth partner for dental practices of all sizes.
As a nationally recognized top 30 business advisory and CPA firm, Aprio’s dedicated dental segment has helped dental professionals thrive since 1961. Aprio’s goal in every customer setting is to provide the guidance that owners and associates need to support a better outcome for their career and wealth creation. Aprio’s comprehensive services include transitions consulting, practice growth coaching, startup consulting, merchant services, tax and accounting, and wealth management. Patterson Practice Transitions powered by Aprio specifically helps dentists through all steps of buying, selling or merging a practice along with associate placement.
Maximize dental startups, thrive during transitions and experience practitioner prosperity
Finding talent takes time and resources that may already be stretched thin. Whether you want to hire an apprentice, a recent dental school graduate or an experienced practitioner to buy in, Patterson Practice Transitions powered by Aprio can help. Professionals with vast experience and deep knowledge support you in finding the best potential associate dentist candidates.Learn more
Practice transition services
The complexities of buying into, purchasing or selling a dental practice are made much easier with expert guidance. That’s where Patterson Practice Transitions powered by Aprio comes in. We provide dental-specific advice, planning and the deliverables you need to make foundational decisions that support smoother transitions. Our comprehensive services range from practice valuations to help finding buyers, sellers and dental-specific financing nationwide.Learn more
Practice startup consulting
When you have a vision for the future
What you can expect:
- Step-by-step guidance
- Credentialed professionals with deep expertise in the dental industry
- A business plan that can take you from a startup to a thriving practice
Practice growth consulting
Gain a fresh perspective on growing your practice
What you can expect to receive:
- Guidance and resources with custom solutions
- Help identifying financial goals and achieving results
- Operational and profitability consulting
- On-site and virtual practice analytics
- High-performance team coaching
- The ability to increase revenue while you work less to enjoy life more
Don’t let rising credit card processing fees take a bite out of your profit margin
Set a strong foundation
You can expect:
- Dental-specific advisors who understand the nuances of a dental practice, including tax law changes
- Proactive tax consulting that means no more tax surprises
- Easily accessible financial data and advice
- An increased ability to make more informed practice investment decisions
- Minimized tax liabilities and an increased ability to leverage tax planning and stimulus to maximize profitability
- Dental industry insights
Aprio Wealth Management, LLC
Supporting practice owners with financial freedom and retirement readiness
What customers can expect to receive:
- Financial planning
- Investment advisement
- Estate and trust planning
- Pre- and post-transition wealth management
- Comprehensive retirement plan services
As a single-source financial growth partner for dental practices of all sizes, Aprio’s engaged professionals are passionate about helping practices succeed. They are a collaborative team of dental CPAs, practice consultants, transition specialists and wealth advisors who work together to maximize financial outcomes for dental professionals.
From startup to exit, Aprio’s dental-specific team of advisors will work alongside you to uncover opportunities, navigate transitions and manage risks at every stage of the dental practice lifecycle. Aprio provides the financial insights, industry knowledge and strategic planning needed to achieve growth and make informed decisions.
APRIO, the Aprio pentagonal pinwheel logo and “PASSIONATE FOR WHAT’S NEXT”, are registered marks of Aprio, LLP. Aprio, LLP © 2023. All rights reserved.
Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Securities are offered through Purshe Kaplan Sterling (“PKS”) Investments, Inc., member of FINRA/SIPC. Aprio Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. are separate and unaffiliated. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.