Dental Professionals Near Retirement

As retirement beckons, you may start to think about the best ways to strategically exit your practice.

Have you saved enough to live comfortably? Is your dental practice set up for success after you leave?

We have been helping dentists through important life transitions since 1959.

Transitioning into Retirement

Selling your practice, or transitioning it to a successor, requires thoughtful planning, well in advance of the event.

Maybe you want advice on how to prepare a junior partner and your team for the transition, or you’re not sure how to go about selling your share of the practice.

We can assist with:

• Estate Planning Strategies
  

• Business Succession Planning
  

• Buy/Sell Agreements

• Connect you with T&H Wealth Management, LLC, which has extensive experience guiding dental professionals through important personal financial planning decisions

Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Property and Casualty are all divisions of Treloar & Heisel, Inc.

Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.

Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Property and Casualty.

Treloar & Heisel, Inc., T&H Wealth Management, LLC, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

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