Sassetti LLC
DENTAL PRACTICE ADVISORY
Your Growth Partner in the Business of Dentistry.
You were trained to care for patients. Owning a practice requires
you to manage an entirely different set of numbers. We help dentists
understand profitability, taxes, cash flow and long-term practice
value so financial decisions become easier to make.
01
Improve Profitability
02
Reduce Financial Stress
03
Build Practice Value
ACCOUNTING + TAX + ADVISORY
THE BUSINESS BEHIND THE PRACTICE
Great dentistry deserves equally strong financial management.
THE PRACTICE PULSE
A Healthy Schedule Doesn't Always Mean a Healthy Practice.
Production matters, but it is only one part of the financial
picture. Strong practice management requires understanding
how revenue, collections, expenses, people and cash work together.
LOOK BEYOND THE BANK BALANCE
Know what is driving the financial health of your practice.
A busy office can still experience cash pressure, rising
overhead or unclear profitability. We help organize financial
information so practice owners can see more than the amount
sitting in the checking account.
That means understanding where money is coming from, where it is going and how today's operating decisions may affect taxes, owner compensation, growth and long-term practice value.
That means understanding where money is coming from, where it is going and how today's operating decisions may affect taxes, owner compensation, growth and long-term practice value.
01
Production vs. Collections
Understand revenue activity and how efficiently it turns into cash.
02
Practice Overhead
See where operating costs are putting pressure on profitability.
03
Payroll & Staffing
Better understand one of the practice's largest operating investments.
04
Cash Flow
Prepare for taxes, equipment, debt service and unexpected needs.
05
Provider Economics
Evaluate how doctors, associates and hygiene contribute to the practice.
06
Practice Value
Build financial discipline that supports future opportunities and transitions.
DENTAL PRACTICES WE SUPPORT
Different Practices. Different Decisions.
Financial priorities change based on ownership structure,
practice size, growth plans and where you are in your career.
01
Solo Practice Owners
02
Multi-Doctor Practices
03
Multi-Location Groups
04
Dentists Acquiring a Practice
05
Owners Preparing to Transition
THE PRACTICE LIFECYCLE
The Right Advice Changes as Your Practice Changes.
The financial questions you face when purchasing your first
practice are very different from the questions you face when
adding locations, bringing in a partner or preparing to retire.
01
BUILD
Establish the Financial Foundation.
Buying or building a practice creates important decisions
around entity structure, financing, accounting systems,
taxes and owner cash flow.
Practice acquisition considerations
Entity & tax structure
Accounting systems & reporting
Debt & cash-flow planning
02
GROW
Turn Production Into Sustainable Profitability.
Growth creates new complexity. Associates, new locations,
equipment, staffing and increased production all require
stronger financial visibility.
Profitability & overhead analysis
Associate & partner economics
Expansion & capital planning
Year-round tax strategy
03
TRANSITION
Prepare the Practice for What's Next.
Whether the next chapter involves a partner, an internal
succession or retirement, planning early can create more
options and fewer surprises.
Partner buy-ins & buy-outs
Succession planning
Tax impact of a transaction
Retirement & wealth coordination
DENTAL ACCOUNTING & ADVISORY
One Team for the Financial Side of Your Practice.
From monthly accounting to major ownership decisions,
our services are designed to support both the practice
you operate today and the practice you're building for tomorrow.
01
ACCOUNTING
Monthly Accounting & Financial Reporting
Organized bookkeeping, reconciliations and reporting
designed to give owners a clearer view of practice performance.
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→
02
TAX
Tax Planning & Compliance
Year-round business and owner tax planning designed to
identify issues and opportunities before filing season.
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→
03
PERFORMANCE
Practice Profitability Analysis
Better understand overhead, margins, cash flow and other
financial drivers behind practice performance.
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→
04
CFO ADVISORY
Budgeting, Forecasting & Cash Flow
Forward-looking financial support for equipment purchases,
staffing decisions, debt, expansion and owner distributions.
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→
05
OWNERSHIP
Associate & Partner Planning
Financial and tax considerations surrounding associate
compensation, ownership opportunities and partner transitions.
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→
06
TRANSITION
Practice Acquisition & Exit Planning
Planning support around buying, selling or transitioning
a practice and understanding the financial implications.
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→
07
PEOPLE
HR & Workforce Advisory
Support for growing practices managing hiring,
compensation, policies and increasingly complex people needs.
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→
08
THE OWNER
Personal Wealth & Retirement Coordination
Connect practice decisions with the owner's broader
financial goals, retirement strategy and long-term wealth.
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→
BEYOND THE PRACTICE
The practice is a business. It's also a major part of your financial future.
THE OWNER'S CHAIR
Practice Decisions and Personal Decisions Are Connected.
A dental practice can be both a source of current income
and a significant long-term business asset. Decisions involving
compensation, equipment, debt, partners, taxes and growth
can therefore affect more than the practice itself.
We help owners look at those decisions through both lenses: what makes sense for the business today and what supports their personal financial goals over time.
We help owners look at those decisions through both lenses: what makes sense for the business today and what supports their personal financial goals over time.
THE PRACTICE
Build a Stronger Business.
Reporting, taxes, cash flow, staffing, expansion,
profitability and ownership structure.
THE OWNER
Build a Stronger Financial Future.
Compensation, retirement, wealth planning, succession
and the eventual value of your ownership interest.
LESS TIME ON THE BOOKS
A Financial Workflow Built Around Your Practice.
Your accounting process should provide useful information
without creating another administrative burden for you
and your team.
01
Organize
Build a cleaner accounting structure and establish
consistent financial processes.
02
Automate
Reduce repetitive manual work where technology can
create a more efficient workflow.
03
Understand
Turn monthly activity into financial reporting that
is easier for practice owners to use.
04
Plan
Use the information to make more proactive tax,
growth and ownership decisions.
WHY SASSETTI
Dental Expertise Backed by a Broader Advisory Firm.
Your needs may start with accounting or taxes, but the financial
life of a practice owner often extends well beyond either one.
01
100+ Years of Experience
Sassetti has served businesses and their owners since 1921,
bringing generations of accounting and advisory experience
to today's financial challenges.
02
Dental-Specific Perspective
Advice built around the realities of practice ownership,
including profitability, associates, partners, growth
and eventual transition.
03
Beyond Accounting
Access tax, accounting, CFO, HR, wealth and other advisory
capabilities as the needs of the practice and owner evolve.
LET'S TALK ABOUT YOUR PRACTICE
You focus on building healthier smiles. We'll help you build a healthier financial foundation behind the practice.
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