Mercer Advisors at-a-glance

With our team of financial advisors, investment experts, attorneys, CPAs, MBAs, practice management consultants, transitions coaches and other skilled and talented professionals located in 9 offices from coast-to-coast, Mercer Advisors is one of the largest and most successful financial advisory, practice management and transitions companies for dentists in the United States. Mercer Advisors offers comprehensive, integrated services to 3,300 clients and has more than $2 billion in assets under management. Mercer Advisors takes great pride in providing outcome-oriented solutions – backed by years of experience and sophisticated expertise – to meet the needs of each individual client.

Our Services at a Glance1:

  • Personal Financial Planning
    • Full-day strategic planning meeting
    • Goal clarification and prioritization
    • Asset and Liability analysis
    • Cash flow analysis
    • Personal spending and saving plans
    • Investment education and analysis
    • Tax planning review
    • Retirement plan design for the business
    • Risk management and insurance review
    • Estate planning review
    • Children’s education planning
    • Written personal financial game plan
    • Regular performance reviews, including updates and ad hoc support
  • Business Planning
    • 4-day onsite practice review and strategic planning session
    • Team training and coaching
    • Team building strategies and exercises
    • Practice goal setting and prioritization
    • 12-month business financial plan
    • Practice fee analysis
    • Practice Summary Valuation and asset documentation
    • Ongoing personalized business and operational coaching
    • Complementary Webcam to support virtual consulting
    • Educational BlastCasts ™ web presentations for you and your staff
    • Associate recruiting assistance (when applicable)
  • OnTrack® Software
    • Custom, proprietary dental practice software
    • Comprehensive software training
    • Unlimited technical support
    • Regular updates and upgrades
    • Individual performance feedback
  • Workshops and Seminars
    • “Leadership and Team Alignment” practice development workshop
    • “Transitions and the Business of Dentistry” transitions education workshop
    • “Economic Acceleration” regional seminars
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Mercer Advisors is one of the largest dental practice consulting companies in the world.
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