Cbg

At CBG & Company, Inc., we understand the unique challenges and opportunities that come with being a dentist and a business owner. We believe that every dentist deserves a financial advisor who understands their specific needs and can help them navigate the complex world of financial planning, tax preparation, investment advisory, and transition consulting.

Our team of experienced professionals has a deep understanding of the dental industry and the financial challenges that dentists face. We offer a comprehensive approach to financial planning, tailored to the specific needs of emerging, established, and exiting dentists. Our goal is to provide our clients with a personalized financial plan that aligns with their personal and practice goals, ensuring a seamless alignment of their financial well-being.

Our Services

At CBG & Company, Inc., we offer a wide range of services designed to meet the unique financial needs of dentists. These services include:

Financial Planning: Our financial planning services are designed to help dentists establish long-term financial goals, manage cash flow and debt, develop sound financial principles, and implement risk management strategies. We also help our clients evaluate practice purchase opportunities and begin investing for the future.

Tax Preparation and Accounting: Our tax preparation and accounting services are tailored to the specific needs of dentists. We help our clients minimize tax liabilities, manage cash flow, and ensure compliance with all tax laws and regulations.

Investment Advisory: Our investment advisory services are designed to help dentists accumulate wealth and achieve their long-term financial goals. We offer a range of investment strategies and solutions, including pension plan design, investment accumulation strategies, and risk management techniques.

Transition Consulting: Our transition consulting services are designed to help dentists navigate the process of buying or selling a dental practice. We provide guidance on practice transition planning, post-ownership cash flow management, and estate analysis and legacy goals.

Our Clients

At CBG & Company, Inc., we serve a diverse range of clients, including emerging, established, and exiting dentists. We understand the unique challenges and opportunities that each of these groups faces, and we offer personalized financial planning solutions tailored to their specific needs.

Emerging Dentists: We help emerging dentists establish long-term financial goals, manage cash flow and debt, develop sound financial principles, and implement risk management strategies. We also assist them in evaluating practice purchase opportunities and beginning to invest for the future.

Established Dentists: For established dentists, we offer investment accumulation strategies, eliminate debt, minimize tax liabilities, and design pension plans. We also help them set and track long-term goals, manage cash flow, and plan for retirement income.

Exiting Dentists: Our services for exiting dentists include practice transition planning, post-ownership cash flow management, and estate analysis and legacy goals. We help them navigate the complex process of selling a dental practice and ensure a smooth transition to the next phase of their lives.

Our Staff

Our team of experienced professionals is dedicated to providing exceptional service and personalized financial planning solutions to our clients. Our staff includes principals who are certified public accountants (CPAs), certified financial planners (CFPs), and accredited investment fiduciary (AIF) professionals. We are committed to staying up-to-date with the latest trends and developments in the dental industry and the world of finance, ensuring that our clients receive the best possible advice and guidance.

At CBG & Company, Inc., we believe that every dentist deserves a financial advisor who understands their unique needs and can help them achieve their long-term financial goals. If you are looking for a trusted partner to help you navigate the complex world of financial planning, tax preparation, investment advisory, and transition consulting, we invite you to contact us today.