Dental Practice Owners
Proactive Tax and Planning for Dental Practice Owners
Align associate comp, buy-ins, expansions, and eventual transition more with a tax-smart, long-term wealth plan.
Firm Snapshot as of January 2026
100's
of practices served since 1987
37
Years of Experience
20
US States Served
Common Challenges We Help Dentists Navigate
Practice cash-flow and profitability review
Associate compensation and utilization
Choosing between growth, additional locations, or lifestyle balance
Tax projections and year-end plan
Evaluating practice purchases, expansions, or buy-ins
Planning for eventual transition or sale of the practice
How We Work With Dentists
An Integrated Approach for Practice Owners
- Practice benchmarking and cash flow analysis
- Tax strategy and entity structure
- Customized practice retirement plans
- Payroll and accounting best practices
J.E. Simmons and Company Capabilities for Practice Owners
Practice Benchmarking and Cash Flow Analysis
Helping dentists understand profitability, collections, overhead, and how practice performance compares to other practices. i.e., overhead $ as % of revenue
Compensation and Staffing Decisions
Guidance around owner pay, associate compensation, hygiene productivity, and staffing tradeoffs.
Tax Strategy for Dentists
Coordinating entity structure, retirement plans, and income timing to reduce unnecessary taxes.
Growth and Transition Planning
Support around acquisitions, expansions, internal transitions, and eventual exit planning.
Retirement Plans
Setup retirement plans that work with your retirement goals and tax situation
Bookkeeping and Payroll Consulting
Advice on how to setup efficient and effective accounting and payroll processes for your practice
What Dentists Can Expect When Working With Us
- Clear guidance around practice and personal decisions
- Coordination between practice finances and personal planning
- Proactive tax strategy throughout the year
- Objective advice without product pressure
- Ongoing support as the practice and your goals evolve
You're great at what you do clinically, but no one ever taught you how everything fits together.
Dental Practice Owner Case Study
The Situation
A long-term dental practice owner approaching retirement with strong financials but limited clarity around retirement timing.
Key Questions Included:
- Are we on track to retire soon?
- How do we transition out of our business?
- Where should we save our profits from last year?
- Can we still afford our vacation home in retirement?
- How much do we owe in tax next year?
Approach
We assessed their business and personal financials, cash flows, taxes, and investments.
Our work focused on:
- Building long term retirement and cash flow forecast
- Structured owner compensation and withholding intentionally
- Maximizing retirement plan contributions
- Using charitable planning with appreciated assets to reduce taxes
- Addressing long term health risk through insurance planning
Client Outcome
The client moved from uncertainty to clarity with a plan that supported their goals
- Lower current and future tax exposure through proactive tax planning
- Improved cash position
- Increased retirement savings in tax-advantaged investment accounts
- Confidence around retirement timing and lifestyle options
- Clear, actionable to-do list
Frequently asked questions
Do you work with both solo and group practices?
Yes. We work with solo owners, group practices, and dentists with associates or multiple locations. Our approach scales as practices grow and ownership structures become more complex.
Can you help even if I am not planning to sell my practice soon?
Absolutely. Transition planning is not just about selling. We help dentists think through growth, partial liquidity, internal succession, and long-term options well before a transaction is imminent.
Can you help me evaluate DSO offers or a potential sale?
Yes. We can model after-tax outcomes, liquidity needs, and retirement timing, and coordinate with your transaction professionals so the decision fits your long-term plan.
How do you help with practice performance and cash flow?
We help dentists understand how collections, overhead, staffing, and compensation decisions affect profitability and personal income. This clarity supports better decisions around growth, hiring, and lifestyle balance.
Do you coordinate financial planning with my practice finances?
Yes. Practice performance, taxes, investments, and personal financial goals are all connected. We coordinate planning so decisions made in the practice support long-term personal outcomes.
Can you help with associate compensation and staffing decisions?
Yes. We help evaluate compensation models, utilization, and staffing tradeoffs so decisions align with profitability, sustainability, and long-term practice goals.
Is this only for high-income dentists?
Our services are best suited for dentists with complexity, whether that comes from practice ownership, growth plans, multiple entities, or upcoming transitions.
How do I get started?
The first step is an introductory call to understand your practice, your goals, and the decisions you are facing, and to determine whether our approach is a good fit.
Do I need to live in Dallas to work with you?
No. We work with dental practice owners nationwide. Clients often travel into Dallas once per year or as needed to review their full plan. We meet virtually for monitoring calls or as needed.
Ready to get started?
Choose how you'd like to connect with us.
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