Our Offerings

Perfect for new graduates or associates entering into an employment relationship.

Includes:

• Review of employment/associate agreement

• Identification of restrictive covenants (non-compete, non-solicitation)

• Compensation and benefits analysis

• Explanation of malpractice insurance obligations

• One consultation call (up to 45 minutes) with plain-language breakdown of terms

• Written summary with recommendations

Timeline: 3–5 business days from receiving the agreement

Flat Fee: $850

Perfect for dentists starting a new practice together or joining an established group.

Includes:

• Drafting or review of partnership/operating agreement

• Ownership and capital contribution structuring

• Profit/loss allocation and management rights

• Buy-sell provisions and exit planning

• One strategy session to align business and tax considerations

• Final consultation to walk through the agreement in clear terms

Timeline: 2–3 weeks depending on complexity and responsiveness

Flat Fee: $2,500 – $4,000 (based on scope of agreement)

Perfect for dentists acquiring or buying into an existing practice.

Includes:

• Review/Drafting of Letter of Intent (LOI) and purchase agreement

• Practice valuation guidance and purchase price allocation considerations

• Tax structuring advice (asset vs. stock purchase

• Review of lease agreements, employee contracts, and transition terms

• Negotiation support with seller’s counsel if needed

• Two consultation calls and a written plain-language roadmap

Timeline: 6–8 weeks (aligned with due diligence period)

Flat Fee: $4,000 – $8,500 (varies by deal size and complexity)

Perfect for dentists launching a new practice, joining a group, or restructuring their entity.

Includes:

• Formation of LLC, Corporation, or Partnership

• Drafting of Dental-Specific Operating Agreement, Bylaws, or Shareholder Agreement

• Guidance on ownership structure, buy-in/buy-out provisions, and partner roles

• EIN application and basic tax classification guidance

• One consultation call (up to 45 minutes) to walk through compliance requirements

• Written summary with recommendations for ongoing compliance and risk management

Timeline: 5–7 business days from receiving required information

Pricing: $1,500 – $2,500

Perfect for dentists purchasing or leasing office space for their practice.

Includes:

• Review of purchase contract or lease agreement

• Identification of contingencies, liabilities, and hidden costs

• Explanation of build-out provisions, CAM charges, and landlord obligations

• Risk assessment of zoning, exclusivity clauses, and assignment provisions

• One consultation call (up to 45 minutes) to review terms in plain language

• Written summary with recommendations prior to signing or closing

Timeline: 3–5 business days from receiving contract

Pricing: $1,200 – $2,000

Perfect for dental professionals and families seeking to protect personal and practice assets.

Includes:

• Drafting of Will, Power of Attorney, and Health Care Directive

• Guidance on beneficiary designations and guardianship nominations

• Trust planning (revocable or irrevocable) to protect practice equity and real estate holdings

• Explanation of probate process and asset transfer options for practice succession

• One consultation call (up to 45 minutes) to review documents and answer questions

• Written summary with recommendations for future updates

Timeline: 7–10 business days from receiving client information

Pricing: $2,000 – $3,500 flat fee (depending on complexity, trust work additional)

Perfect for dental professionals facing IRS or state tax issues (practice or personal).

Includes:

• Review of IRS notices, tax transcripts, or audit letters

• Identification of penalties, liabilities, and resolution strategies

• Strategic guidance on repayment plans, penalty abatement, or Offers in Compromise

• Preparation of initial filings and IRS correspondence

• Three consultation call (up to 45 minutes) to explain rights and next steps

• Written action plan with recommendations

Timeline:3- 6 months depending on IRS response time

Pricing: $2,500 – $5,000 (depending on scope of IRS matter)