Professional Dental Practice Planning

In today’s economy, traditional and anecdotal strategies don’t cut it in dental practice planning..

That’s why Mercer Advisors takes a 360º approach to your entire economic life – bringing together your dental practice planning and personal finances together in an integrated way that supports your individual vision and long-term financial goals. By discovering your life’s vision and helping you assemble the necessary tools and support systems, 360º Planning® gives you a customized economic engine focused on you and your individual needs.

360º Planning provides you with a customized business plan for your practice that identifies opportunities and helps you measure, monitor, and achieve results that increase revenues and profitability. This includes:

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)

This adds up to one 360º Plan that provides you with a fully integrated and coordinated dental practice planning strategy under one roof. No more endless calls to an array of different CPAs, financial planners, practice consultants, attorneys, and stockbrokers. No more hourly charges for potentially conflicting advice. No more worrying about whether your efforts today are positioning you for long-term success.

That’s the beauty and simplicity of 360º Planning from Mercer Advisors.

Get introduced to our expert team of advisors today by calling Mercer Advisors at 1-877-254-1494. You can also request a complimentary 360º Planning DVD and practice analysis here.

I want to accelerate my retirement savings