Transitioning to OwnershipStart-Up

The Process

CFS Dental Division has helped hundreds of aspiring dentists become practice owners. Whether it’s a start-up, build out, or an acquisition, we have the resources and expertise to reach your goals.
  • Step 1: Talk to Us

    • Having the interest in ownership and talking it over with your CFS advisor helps us understand what you you’re looking for to build a solid gameplan.

  • Step 2: Referrals

    • We have close relationships with dental-specific consultants, bankers, lawyers, and accountants who are leaders in the industry. The network we’ve created has decades of experience and a track record of success.

  • Step 3: Implementation

    • While you are working on building and renovating your office, our team works behind the scenes on your finances, insurance, legal work, and much more.

  • Step 4: Check-ins

    • Once you open, we don’t abandon you. Like we do with all of our clients, we check in with you periodically throughout the year to make sure everything is running smooth, and all your coverages are up-to-date.

Minh Nguyen- Orthodontist; Client since 2019
@excelsiororthodontics

https://www.facebook.com/excelsiororthodontics

“When I have needed CFS, they have been reliable and communicate effectively and efficiently. It makes business ownership a lot more enjoyable working with them; their support and guidance is second to none.”

Minh Nguyen- Orthodontist; Client since 2019
@excelsiororthodontics

https://www.facebook.com/excelsiororthodontics

“When I have needed CFS, they have been reliable and communicate effectively and efficiently. It makes business ownership a lot more enjoyable working with them; their support and guidance is second to none.”

The leader in helping Dental Professionals protect their future and achieve financial independence.

CFS Dental Division
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