Structural Blueprint & Transactional Mastery

Structural Blueprint & Transactional Mastery

maximizing-tax-efficiency

Building a Structural Blueprint for Success

Every dental professional’s journey is unique, requiring customized structural blueprints aligned with individual goals.

Services in dental bookkeeping, retirement tax planning, and balance sheet optimization create a foundation for sustainable growth and efficient tax management.

Tailored strategies for dental expense deductions maximize financial potential and prepare practices for smooth transitions or exits when the time comes.

Our services

A comprehensive range of accountancy and payroll support services is offered for dentists and clinics, including:

Principal Dentists

Principal Dentists

Associate Dentists

Associate Dentists

Limited Companies

Limited Companies

Dental Partnerships

Dental Partnerships

Multisite Practice Operators

Multisite Practice Operators

Limited Liability Partnerships (LLP)

Limited Liability Partnerships (LLP)

Dental Group

Dental Group

Mastering Transitions with Confidence

Expanding, merging, or selling a dental practice involves navigating complex transitions.

Expert guidance ensures confidence in every stage of ownership change. Real estate investing, financial advisory for strategic decision-making, and preparing for private equity opportunities are seamlessly managed.

Financial analysis, forecasting, and support for dental clinic investments position practices for long-term success. With expert assistance, practices can confidently prepare for growth and navigate transitions with ease.

transition-mastery

Our M&A and Transactional Support

Jotno's full spectrum of transactional and M&A support services covers:

Due Diligence

Due Diligence

Valuation and Appraisal <br/> Services

Valuation and Appraisal
Services

Cash Flow Analysis and Forecasting

Cash Flow Analysis and Forecasting

Funding Acquisition and <br/> Financing Solutions

Funding Acquisition and
Financing Solutions

Business Plan Development

Business Plan Development

Expert Transaction Advisory

Expert Transaction Advisory

Employee Ownership Trusts and <br/> Transition Strategies

Employee Ownership Trusts and
Transition Strategies

Collaboration with Legal, IT, <br/> and HR Specialists

Collaboration with Legal, IT,
and HR Specialists