Unlock Business Growth with Strategic Advisory and Data-Driven Insights

Every business needs a second set of expert eyes especially when making high-stakes decisions. Our Advisory services are designed to give you clear insight, actionable data, and strategic guidance across key areas of your operation.

Unlock Business Growth with Strategic Advisory and

Data-Driven Insights

Every business needs a second set of expert eyes especially when making high-stakes decisions. Our Advisory services are designed to give you clear insight, actionable data, and strategic guidance across key areas of your operation.

Book a Consultation

We assist with mergers and acquisitions, including due diligence and risk assessment, to help you make informed moves that align with your goals. For ongoing operations, we support practice management and offer KPI tracking to ensure you’re measuring what matters most.

We provide full-service financial statement preparation to ensure your reporting is accurate, timely, and compliant. Our team also handles fixed asset records, outsourced bookkeeping, and payroll-related tasks with attention to detail and efficiency.

M&A Support and

Financial Management

We assist with mergers and acquisitions, including due diligence and risk assessment, to help you make informed moves that align with your goals. For ongoing operations, we support practice management and offer KPI tracking to ensure you’re measuring what matters most.

We provide full-service financial statement preparation to ensure your reporting is accurate, timely, and compliant. Our team also handles fixed asset records, outsourced bookkeeping, and payroll-related tasks with attention to detail and efficiency.

Book a Consultation

Revenue cycle management is another area where we bring clarity. We analyze your monthly results, identify areas of opportunity or concern, and provide recommendations to improve profitability and reduce exposure.

Whether you're entering a new market, expanding operations, or simply looking to run more efficiently, our advisory team becomes a strategic partner in your success. We offer outside perspective with inside understanding that will help you make smarter decisions backed by real numbers and business logic.

Revenue Cycle Management and Business Advisory

Revenue cycle management is another area where we bring clarity. We analyze your monthly results, identify areas of opportunity or concern, and provide recommendations to improve profitability and reduce exposure.

Whether you're entering a new market, expanding operations, or simply looking to run more efficiently, our advisory team becomes a strategic partner in your success. We offer outside perspective with inside understanding that will help you make smarter decisions backed by real numbers and business logic.

Book a Consultation

We've worked with Dawn twice on two different practice purchases, one we did not end up purchasing and one we did a partnership on. She was incredibly helpful in explaining the financial statuses of the business as well as helping us to understand if the financials and appraisals that were presented were accurate and if the financials of the practice supported the purchase price/contract that was presented.

— Annie Wallander, DMD

We've worked with Dawn twice on two different practice purchases, one we did not end up purchasing and one we did a partnership on. She was incredibly helpful in explaining the financial statuses of the business as well as helping us to understand if the financials and appraisals that were presented were accurate and if the financials of the practice supported the purchase price/contract that was presented.

— Annie Wallander, DMD