As dental advisors, we draw from our vast experience, including thousands of interactions with dental professionals, to deliver practical strategies you can use to save money and simplify your day. Our proven systems guide you through these experiences:

Operating Practice

Dental practice owners choose TrueBlaze for a number of reasons: They want to refine their financial practice, save resources with proven tax strategies, receive support with accounting procedures, and have prompt access to business and financial expertise in the dentistry field. We support practices with these and other services:

  • Monthly dashboards and financial reports

  • Bookkeeping and bank reconciliations

  • Strategic tax planning and implementation

  • Tax compliance

  • Team retreats

  • Cash flow planning

  • Doctor take-home pay projection and goal setting


Practice Startup

Our team has helped many doctors start their practice.  We can navigate you through the process from start to finish. Having walked this path many times, we’ll help you launch your practice with confidence. Our process includes:

  • New practice vision assessment

  • Startup team selection

  • Business plan writing

  • Location identification

  • Cash flow and income planning

  • Tax and accounting training

  • Financing analysis and selection

  • New business tasks laundry list


Practice Partnership

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Dental practice partnerships are a unique, fragile arrangement with many rewards. Yet these rewards can come with pitfalls. At TrueBlaze, we help dentists address tough decisions when the adrenaline of promise and success is pumping through the soon-to-be partner’s veins. Our partnership process includes:

  • Practice and partner cash and income planning

  • Strategic tax planning

  • Partnership income and compensation structuring

  • Practice cash flow projections

  • Partnership practice valuations


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Practice Acquisition

At TrueBlaze, our specialty is representing dental practice buyers. Our systems are thorough, useful and honest. We ensure the buyer is making a good financial decision and a great fit. We go beyond a simple cash flow analysis, digging in with you, asking questions no one else thought of, reviewing reports no one else thought to look at and preparing you not just to buy but to succeed. Our process includes:

  • Goal setting

  • Site visits and seller interviews

  • Practice cash flow analysis and income planning

  • Purchase structure and financing planning

  • Team interviews and assessments

  • New owner launch

  • Accounting and tax training


Practice Sale

Dentists plan for the sale of their practice the day after they start it. As a sale draws closer, their actions become increasingly significant. Our sale planning includes:

  • Practice valuations by an experienced valuator

  • Practice value improvement assessment and planning

  • Sale take-home cash analysis

  • Post-sale cash flow planning

  • Pre-sale, sale and post-sale tax minimization


Associate Planning

Hiring or accepting an associate position is an equally monumental step. Each decision involves financial rewards and risks. TrueBlaze helps practice owners and associate dentists assess their options and opportunities with:

  • Cash flow and income planning

  • Associate terms and compensation planning

  • Associate needs assessments

  • Career planning

  • Associate-to-ownership structuring and handoff


“TrueBlaze looks at all aspects of business development using a commonsense approach that helps you secure a solid financial future. They are punctual, friendly and informative, and I would recommend them wholeheartedly.”

Dr. Heather Maupin, Owner
Saratoga Family Dental