With nearly 20 years of experience, Stephen is a trusted business advisor to clients in the dental and health care industries. Collaborating closely with general practitioners and dentists, he provides strategic, financial and operational guidance to enhance practice performance.

Stephen is instrumental in guiding practitioners through all business cycles of a practice, from start-up through growth phases, to transitional exits. His experience allows him to develop robust business plans, transform financial data into actionable strategies and equip clients with the insights needed for pivotal decisions, whether its buying, selling or merging practices.

A tax pro as well, Stephen proactively evaluates clients’ current tax situations. Seeking opportunities to minimize tax liabilities, while keeping practitioners and their practices in compliance with state and federal tax regulations.

Stephen’s comprehensive approach to advising health care practitioners helps clients navigate a myriad of complex business challenges to position them and their businesses for success.