Tax and advisory services for dental, healthcare and growing businesses. Strategic guidance. Meaningful relationships. Lasting impact.
Founder & President
Tax and advisory services for dental, healthcare and growing businesses. Strategic guidance. Meaningful relationships. Lasting impact.
Our success is measured by the success of our clients.
— David Peritz.
We understand your industry because we work in it every day.
We craft lender-ready financial presentations, evaluate funding options, and ensure every financing decision strengthens your long-term financial position.
We provide specialized financial advisory services tailored to veterinary practices, helping clinics improve profitability and long-term financial health.
Helping dental professionals improve profitability, streamline operations and plan for long-term success.
Strategic tax and financial guidance for physicians, specialists and other healthcare professionals.
Advisory and tax strategies to help business owners build, grow and protect their wealth.
Your business structure influences tax efficiency, liability, and operational flexibility. We guide you toward the entity type that best supports your practice’s goals.
Whether you’re buying in, adding an associate, transitioning your dental practice to new owners, or selling to a DSO or private equity firm.
We design organized, intuitive accounting systems that provide clarity, accuracy, and actionable financial insight.
We help you navigate coverage options and select plans that protect your practice, your investment, and your future.
We help you determine staffing needs, understand required versus discretionary benefits, and design packages that are both competitive and sustainable.
We interpret your financial statements, analyze profitability, and guide proactive decisions around cash flow, distributions, and long-term planning.
We compare your performance to industry and regional standards, reviewing key metrics such as Dental Supplies, Lab Fees, Staff Costs, Marketing, and Cash Flow.
We help you establish a long-term retirement plan early in your career, avoid common financial pitfalls, and adjust your strategy as your practice evolves.
We combine industry expertise, financial insight, and personalized advisory solutions to help dental, veterinarian, healthcare, and business practices grow.
Our team understands the unique financial and operational demand of business practices and remains at the forefront of industry trends.
With more than 25 years of experience supporting startups and established practices, we have earned a reputation for guiding dentists, healthcare, veterinarians, and entrepreneurs to long-term success.
We anticipate challenges, identify opportunities, and bring you solutions before issues arise.
Our clients gain access to a curated network of industry experts and service providers.
Every client receives the support of a dedicated team, ensuring the personal attention that you and your practice deserve.
We tailor our approach to your practice’s needs and respond promptly to every inquiry.
We have embraced secure, paperless systems to ensure efficient communication and seamless data exchange.
Dentists, Healthcare professionals, Veterinarian and Entrepreneurs rely on us not only for accounting and financial guidance, but for the confidence that comes from having a trusted partner in their day-to-day operations.
Our longstanding client relationships reflect our commitment to excellence, discretion, and exceptional service.
We provide proactive advisory solutions designed to strengthen operations, improve financial clarity, and support sustainable practice growth.
Trusted by growing practices and professionals who value strategic financial guidance, transparency, and long-term success.
Their financial planning and advisory support completely transformed how we manage our practice. Everything feels more organized and strategic now.
Dental Practice Owner
The team helped us improve profitability, reduce unnecessary expenses, and build a stronger financial structure for long-term growth.
Healthcare Consultant
Professional, responsive, and incredibly knowledgeable. Their guidance during our practice transition made the entire process smooth and stress-free.
Practice Partner
Whether you are opening your first practice or refining an established one, the decisions you make today shape your future success.
Put our decades of dental accounting and advisory expertise to work for you. Contact Dave to schedule a private consultation and discover how Peritz Consulting can help your practice thrive.
Helping dental practices improve profitability, strengthen operations, and plan confidently for long-term growth and success.