Building and Growing
High-Performing Dental Practices
Simplifying tax and financial complexities with tailored solutions to help you achieve your goals confidently
Individual and business tax planning and preparation
Compliance and regulatory advisory
Business advisory and strategic consulting
For more than 25 years, we have guided new and established practices through the complexities of ownership. Even the most well-run practice can struggle without disciplined financial management.
Our dental-specific accountants and advisors help you understand your numbers, anticipate challenges, and make informed decisions that elevate your practice’s performance. Our personal attention is what separates us from all the others.
Our Practice Management Expertise
Financing & Loan Strategy
We craft lender-ready financial presentations, evaluate funding options, and ensure every financing decision strengthens your long-term financial position.
Entity Structuring
Your business structure influences tax efficiency, liability, and operational flexibility. We guide you toward the entity type that best supports your practice’s goals.
Practice Transition Services
Whether you’re buying in, adding an associate, transitioning your dental practice to new owners, or selling to a DSO or private equity firm, the best outcomes are those that are successful for all parties involved.
Accounting Infrastructure
We design organized, intuitive accounting systems that provide clarity, accuracy, and actionable financial insight.
Insurance Strategy
We help you navigate coverage options and select plans that protect your practice, your investment, and your future.
Personnel & Benefits Advisory
We help you determine staffing needs, understand required versus discretionary benefits, and design packages that are both competitive and sustainable.
Dental-Specific Financial Reporting
We interpret your financial statements, analyze profitability, and guide proactive decisions around cash flow, distributions, and long-term planning.
Benchmarking & Cost Analysis
We compare your performance to industry and regional standards, reviewing key metrics such as: Dental Supplies, Lab Fees. Staff Costs, Marketing, Associate Costs, Discretionary Spending, Cash Flow, Debt Service.
- Dental Supplies
- Lab Fees
- Staff Costs
- Overhead
- Marketing
- Associate Costs
- Discretionary Spending
- Cash Flow
- Debt Service
Retirement Strategy & Planning
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.
Why Dentists Choose Peritz Consulting
Specialized Advisory Excellence
Our team understands the unique financial and operational demands of dental practices and remains at the forefront of industry trends.
Deep Experience
With more than 25 years of experience supporting startups and established practices, we have earned a reputation for guiding dentists to long-term success.
Proactive, Insight-Driven Guidance
We anticipate challenges, identify opportunities, and bring you solutions before issues arise.
A Trusted Professional Network
Our clients gain access to a curated network of dental industry experts and service providers.
A Dedicated Team Approach
Every client receives the support of a dedicated team, ensuring the personal attention that you and your practice deserve.
Personalized, High-Touch Service
We tailor our approach to your practice’s needs and respond promptly to every inquiry.
Modern, Secure, Technology-Forward
We have embraced secure, paperless systems to ensure efficient communication and seamless data exchange.
A Higher Standard of Advisory Service
Dentists 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.
Elevate Your Practice. Realize Its Full Potential.
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.
About Peritz Consulting
About Peritz Consulting
Empowering you to
achieve your goals
At Peritz Consulting, we understand that navigating the complexities of tax and financial planning can be daunting. Our mission is to provide you with expert tax and advisory services tailored to your unique needs. Our team of dedicated professionals is committed to helping you achieve financial clarity and success.
Our comprehensive and personalized approach ensures that you receive the highest quality of service tailored to your unique needs.
Our Services
Giving you Financial Power
Business Tax Services
Tax strategies and planning to maximize your company's after-tax income
Family Business Transitions
Guiding family business succession with expert advice and education.
Service 6
Estate planning objectives with expert tax guidance and recommendations
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Why Choose Us
Expertise You Can Trust
With years of experience and a proven track record, our team of certified accountants and advisors is equipped to handle even the most complex financial situations.
Certified and knowledgeable professionals
Commitment to integrity and confidentiality
Proven strategies for financial growth and tax efficiency
Ongoing support and client education
Ongoing support and client education
Understanding
Your Needs
We recognize that each client has distinct financial concerns and goals. Our approach begins with a comprehensive understanding of your financial situation. By asking the right questions and conducting detailed analysis, we ensure our services are perfectly aligned with your objectives. Consider the following areas we focus on:
- Understanding your financial and tax goals
- Identifying your specific tax challenges
- Leveraging our expertise to provide you with the best solutions
We leverage advanced technology and industry insights to offer you the most effective strategies for tax and financial management.
Crafting Tailored
Solutions
Our services are designed to offer accuracy, efficiency, and peace of mind. We cover a wide range of tax and advisory solutions to meet your needs, including:
- Individual and business tax planning and preparation
- Compliance and regulatory advisory
- Business advisory and strategic consulting
Our personalized approach ensures that you receive the support and guidance necessary to make informed financial decisions.
Optimizing Your Tax
and Financial Health
We are dedicated to helping you optimize your tax and financial health through proactive and strategic planning. Our services include:
- Comprehensive tax analysis and reporting
- Customized tax strategies to minimize liabilities
- Business performance monitoring and improvement
- Investment and retirement planning
Our goal is to empower you with the knowledge and tools needed to achieve long-term financial stability and success.
Incorporating Client Feedback
We value our clients’ feedback and continually strive to improve our services. Your satisfaction is our top priority, and we welcome any suggestions that can help us serve you better. Here are some ways we ensure client satisfaction:
Regular client reviews and feedback sessions
Regular client reviews and feedback sessions
Transparent and open communication
Adapting to your evolving needs
Providing timely and accurate information
Measuring Our Success
Continuously Refining for
Exceptional Results
To ensure we are meeting your expectations, we track and analyze our performance metrics. By monitoring key indicators such as client satisfaction, response times, and service quality, we continuously improve our processes and deliver exceptional results.
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Testimonials
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