Overview
Comprehensive Dental Financial Solutions and Practice Optimization
Dentists need to make sense of their financials to grow their business and build wealth. From dental tax planning and practice growth to long-term wealth management and practice transitions, our team helps dentists build financially secure futures while staying compliant with industry regulations. Our clients benefit from working with a team with deep dental industry knowledge and experience.
Whether you are looking to gain insights into your financials, grow your business, buy into or sell a dental practice, launch a startup, or think about retirement planning, Aprio’s dedicated team of dental accountants and advisors collaborate to amplify financial outcomes for dental professionals.
Who We Serve
Dental Accounting and Advisory Solutions for Personal Wealth and Practice Success
From starting your dental journey to stepping into the next stage, Aprio can help empower your practice to grow. Our dental team helps you create lasting wealth and return the focus to delivering exceptional patient care.
Emerging Associates
We help emerging associates build a strong financial foundation, when buying into a practice, building a startup business plan, or managing dental school debt.
Practice Owners - Growth Stage
Leverage purposeful planning and financial insights to minimize taxes, manage growth, streamline accounting, maximize value, and build a foundation of personal wealth.
Practice Owners - Transition Stage
Maximize the value of what you have worked hard to build and transition out with confidence. Our team navigates the entire process and protects the wealth inherent in your practice.
Multi-location Practices + DSOs
We work with owners and investors to develop effective corporate structure, navigate financial complexities, and drive growth while maintaining exceptional patient care standards.
Practice Owners - Growth Stage
Practice Owners - Transition Stage
Multi-location Practices + DSOs
How We Help
Enhance Practice Value at Every Stage of Growth with Tailored Solutions
From single practitioners to dental service organizations (DSOs), we provide financial solutions for each stage of the dental practice lifecycle. Aprio’s dental team’s mission is to help dentists boost their personal and practice’s growth. Our comprehensive solutions for dentists enable them to focus on providing excellent patient care while keeping their practice running smoothly.
strategies and
overcome surprises
accurate accounting
and financial data
personal wealth
dental transition
competitive practice
financing rates
efficiency and profits
journey with buy-in
representation and
start-up consulting
credit card processing
and payment
efficiencies
freedom and building
a legacy
Why Aprio
Aprio’s Dental Team Take an Active Role in the Success of Your Practice
Work with a growing team of dedicated dental CPAs and advisors that have been providing a comprehensive dental accounting experience since 1961. From entering into dentistry, growing, exiting and beyond, Aprio serves clients as a single-source growth partner. Our experienced dental team specialists provide the proven processes and guidance you need to maximize outcomes and make complex decisions with confidence.
Active clients
Advised clients in dental transition engagements
Dental-specific Aprio professionals
Financial Data and Insights at Your Fingertips
Building a profitable practice starts with knowledge. With Aprio’s Dental Accounting team and platform, you will always know exactly how your practice is performing. Our financial dashboards provide anytime, anywhere access to the data you need to run your business. That’s why dental practices of all sizes count on Aprio as their one-stop financial growth partner.
Leadership
Shaping Impact in the Business of Dentistry
Aprio's leadership brings unparalleled experience to the dental industry, offering holistic strategies that support practice growth and financial health. With a deep understanding of the challenges dental professionals face, we guide you to achieve lasting success so you can focus on bringing smiles to your patients.
Trenton D. Watrous, CPA, CFE, CVA
National Dental Practice Leader | Tax Partner, Aprio Advisory Group, LLC
Adam McDowell
Tax Partner | Dental PracticeAprio Advisory Group, LLC
Mary Kathryn Williamson
Tax Partner | Dental ServicesAprio Advisory Group, LLC
Thomas Prevatt
Professional Services Tax Team Leader | Tax Partner Aprio Advisory Group, LLC
Kelli Henley
Advisor | Dental ServicesAprio Advisory Group, LLC
Carrie Culpepper
Accounting Manager | Dental Services Aprio Advisory Group, LLC
Insights
Articles
Videos / Webinars
Resources
Client Results
For over a decade, I have relied on Aprio’s corporate accounting and tax knowledge for both my personal and business needs. At the tactical level, Aprio has helped me make decisions that both helped our profitability and maximized our tax efficiency. At the strategic level, Aprio applied their industry knowledge to help me make a successful practice transition. I had heard and expected that a dental transition would be an unpleasant experience, but with Aprio, I experienced none of that. Their team took the baton when it came time for that process and helped determine the best next step for us.
- Frank Clayton, DDS
Clayton Dental
For over a decade, I have relied on Aprio’s corporate accounting and tax knowledge for both my personal and business needs. At the tactical level, Aprio has helped me make decisions that both helped our profitability and maximized our tax efficiency. At the strategic level, Aprio applied their industry knowledge to help me make a successful practice transition. I had heard and expected that a dental transition would be an unpleasant experience, but with Aprio, I experienced none of that. Their team took the baton when it came time for that process and helped determine the best next step for us.
- Frank Clayton, DDS
Clayton Dental
Frequently Asked Questions
* Assurance, attest, and audit services provided by Aprio, LLP.
“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.
Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. 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.
APRIO, the Aprio pentagonal pinwheel logo and “PASSIONATE FOR WHAT’S NEXT”, are registered marks of Aprio Advisory Group, LLC. Aprio Advisory Group, LLC © 2024. All rights reserved.