Working With Us: Clients & Process

Who We Work With

 

What is your time worth? At our firm, our clients recognize and highly value our unparalleled expertise in all financial aspects related to the dental industry. We pride ourselves on providing comprehensive knowledge and guidance that may sometimes entail sharing information you may be hesitant to hear. However, we firmly believe that it is essential for your own benefit and growth. Understanding the importance of acknowledging your need for assistance is a crucial step toward achieving your financial goals. Our ultimate goal is to empower you by utilizing our comprehensive team to work diligently on your behalf.

Prospective clients should also possess significant experience, not just in dentistry, but also in practice ownership. We understand the frustrations that arise from working with multiple professionals such as accountants, financial planners, and investment advisors who fail to communicate effectively with each other. They leave you to piece everything together, often causing unnecessary stress and confusion. Isn't it time to take control of your financial success and work with a team that ensures seamless collaboration and coordination?

Join our esteemed community of practice owners who are committed to achieving exceptional financial success, while also benefiting from a supportive and cohesive partnership that allows you to focus on what truly matters – providing exceptional dental care to your patients. Have us be your trusted financial advisors and strategic partners on your journey to maximizing your practice's potential.

Our Process

 

From the initial call to the moment the contract is signed, Four Quadrants Advisory handles every prospective client with care and understanding. We provide expert guidance, demystifying complex financial concepts and offering clear, actionable solutions, empowering you to make informed decisions with confidence.

Initial Call

This initial 20-minute call will allow us to gather essential information about you and your practice. We'll discuss your current operations, cash flow, savings, and more to help identify key areas where you may be experiencing challenges.

Comprehensive Financial Assessment

Next, we will require you to fill out a comprehensive financial assessment so we can learn your goals and see if you would be a good fit with us. We also request that you submit your initial documents, including personal and practice taxes, balance sheets, profit & loss statements, and more.

Assessment Call

During this call, we will dive deep into your personal and practice finances, discussing areas for improvement and identifying potential strategies to achieve greater success. To gain an even better understanding of your financial pains and symptoms, we may also request a call with your spouse. This allows us to gather all the necessary information to develop a tailored plan forward.

Consultation

Our experienced team then dedicates over 80 hours to analyzing the data and crafting a custom consultation for you and your spouse. We believe that this level of attention to detail is necessary to take our future clients to the next level of success.

Contract is Received and Signed

Once you have decided to partner with us and contracts are signed, you can access unlimited support from the Four Quadrants team of professionals. We are here to guide you every step of the way on your journey to financial independence.

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.