Kelli Henley, CPA, CVA®, MBA
Advisor | Dental Services
Aprio Advisory Group, LLC
Who I work with
I work with dental students, doctors looking to buy or sell a practice, and current practice owners looking to understand the value of their practice and their transition options. If you are figuring out your next steps, I can help you iron out the financial side of your practice.
My specialty
I specialize in helping dentists with dental practice valuation, buy-and-sell-side representation for dental practice transitions, as well as building complex partnerships and compensation structures for dental practices. With 15 years of experience in tax compliance and planning, I take a different approach compared to the traditional dental practice broker. The most common questions I get asked are, “What is my practice worth?” “How do you value a dental practice?” and “When is the best time to transition my practice?”
Unique things about me
I have been told I have too much personality for a CPA! I love working with clients and spent the first decade of my career working in tax compliance and planning for a regional public accounting firm. I wanted to work with clients even more closely. Now as a transitions advisor, I get to spend all my time exploring, planning, and executing options for doctors, their practices and families!
When I am not at work
I am either being active outdoors, with a few favorites being snowboarding and hiking, or cheering on my favorite team. I love all sports, but I am a die-hard fan of the Nashville Predators. I also love spending quality time with my husband, Jamey, and our two nephews and niece. We also have two exotic fur babies (ferrets) – Churro and Little Bit!
People say I am
People-focused. I love pouring into people through coaching and mentoring. This is why I love helping doctors by taking on the burden of understanding their practices financially to aid them in decision-making.
Affiliations
I earned a Bachelor of Science in Accounting from Middle Tennessee State University and an M.B.A. from Belmont University – Jack C. Massey College of Business.