Practice-Integrated Wealth Management

Practice-Integrated Wealth Management

As a dentist or healthcare practitioner, the success of your practice is the cornerstone of your financial health. You need a customized, comprehensive plan that thoroughly and thoughtfully integrates your professional and personal goals. At Buckingham, we have advisors who are extraordinarily well-versed in the specific financial needs – and opportunities – unique to you and your practice. And aligning your financial goals with your personal goals is what we pride ourselves on doing for every client.

What you may be thinking:

  • What is the right amount of cash flow to transfer from my practice to my personal life?
  • How can I optimize the profitability of my practice?
  • How can I put a plan in place to effectively transition my practice?
  • How can I be more strategic about how I purchase or lease the equipment my practice needs?

Our Approach

We’ve built a practice integration advisory team to work specifically with you. Gaining a deep understanding of your practice, your professional aspirations and your current financial situation, then designing an all-encompassing wealth management plan to reflect those. From implementing a tailored cash-flow strategy and strategically approaching equipment costs to developing a custom-designed retirement plan and business continuity plan for your practice, we take pride in offering an integrated service like no other. And we’ll partner with the other key professionals in your world (bankers, attorneys, insurance agents, among others), to provide a more holistic view and coordinated approach.

How Buckingham Helps

Specialized Advisors

Meet some of our best minds in Practice-Integrated Wealth Management:

Related Articles

See our latest thoughts and insights on Practice-Integrated Wealth Management.

  • October 21, 2022

    Key Terms Dentists Should Know Before a Private Equity Sale

    For a dentist who has invested years in building and managing their own practice, the eventual sale is a big moment they have been planning for to support their retirement years. But is selling to a private equity buyer—even if the offer makes you feel like you’ve won the lottery—the best path?

    Read the article
  • January 03, 2023

    How to Weigh the Risks of a Private Equity Offer

    For dental practice owners looking to sell, a private equity deal offer may be enticing. However, it’s important to assess the three types of risks you’ll be faced with when considering the offer: risks you can control, risks you can influence and risks you can’t control.

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  • February 02, 2023

    Assessing Whether a Private Equity Offer Supports Your Financial Plan

    Private equity offers come with considerable nuances and forward-looking opportunities. Because dental practice owners can only sell their practice once, they should not only understand the offer but also how the deal will fit into their financial plan.

    Read the article
  • August 16, 2022

    Should You Refinance Your Student Loans?

    As a Buckingham Practice Integration Advisor, I am often asked this question: “My student loans are in forbearance. Should I look to refinance now?”

    Read the article
  • October 12, 2022

    Should I open another practice location?

    Are you considering opening another practice location? Buckingham Practice Integration Advisor Mike McAninch shares three points to consider.

    Read the article