Our Expertise

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Dental Practice and Personal Financial Services

 

Imagine a practice where clinical mastery meets financial brilliance. At Four Quadrants Advisory, we empower exceptional dental and specialist practice owners to not only elevate their income but to architect a legacy, freeing them to focus on what they do best: transforming smiles, while we transform their financial futures.

Our team of CPAs, CFPs, staff accountants, financial planners, and more all work together under one roof to ensure success for each client with our comprehensive plans that are uniquely tailored to match your practice.

Our Services

A comprehensive package, tailored for your success

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Financial Planning

Improve Your Cash Flow and Make More Money Now

Our planning team is here to support both your present and future financial goals. From personal to practice finances, they’ll help you optimize expenses and build a stronger financial foundation for lasting success.

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Business Consulting

Improve the Profitability of Your Practice with our Expert Insights

Whether you're looking to reduce overhead, relocate, or invest in new equipment, our consulting team has you covered. Let our experts take care of the details while you focus on running your practice.

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Tax Planning & Accounting

Get Proactive comprehensive advice tailored for your needs

Our accounting team provides strategic tax guidance and quarterly tax plans to keep you in the best financial position. Leave the bookkeeping to us and stay focused on dentistry while we manage your taxes with confidence.

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Transition Planning

Transition your practice on your terms by planning ahead

Retirement planning can be complex, but we have the solutions. We'll help you create a seamless transition plan while maximizing your retirement savings, allowing for the easiest and custom exit plan possible.

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Investments

Save more than you thought possible - Guaranteed!

Our clients' average savings increase 667% for retirement in their first three years. Our team knows how to maximize savings and increase investments so you do not have to worry about financial security.

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Mergers & Acquisitions

Grow your practice through M&A Opportunities

A wrong merger move can set you back 5+ years, but our firm knows how to prevent this. We can evaluate the best practice acquisition and merger plan for you to prevent mistakes and allow for a seamless transition.

Join the top 1% of dentists

stop worrying about your cash.

Our services combined make the most successful and least stressed practice owners. Within the first 3 years, our clients experience on average:

  • 667% Increase in Retirement Savings
  • 25% Increase in Income
  • 11% Decrease in Overhead

What Our Clients Say

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They handle the financial side of things and they tell you, "You need to do this" and say "You should think about doing that". And obviously, you have the final approval. That's huge for me. I don't have time to think about everything. Sometimes, you just got to have somebody handling something that you're not most equipped to handle yourself.
Dr. Brent Habecker
Client
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No matter what you bring them, they want to try and distill down what you have into the most efficient form, so you can have maximum reward and minimum stress. For other practice owners wanting to come in, they are really good at putting themselves in your shoes because that’s what they did for us.
Dr. Linda Pellosie
Client
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My advice to somebody who's hesitant is: do dentistry. That's what you went to school for. Let the experts do the other stuff, that will make your life easier, whatever it costs, you'll get back many, manyfold. And from there, you'll see the value of joining.
Dr. David Salomons
Client

Don't Leave Your Legacy To Chance

You’ve worked hard to build a successful dental practice. That’s why you deserve to enjoy the benefits of all that work—not watch everything slowly unravel. Work with the advisors who take the time to know you. The ones who understand precisely where you’re at and can take you wherever it is you want to go.