Lauren Holt

Lauren helps future dental practice owners successfully navigate the practice acquisition process. She works with the acquiring doc to review the seller’s financial statements, various expense benchmarks, trends, and profitability. She also helps to project an estimate of compensation after debt service based on the practice cash flow to ensure the practice is a good financial decision. Along with guidance on the financial side, Lauren can also offer consulting on entity selection and general practice matters that are important to keep in mind as a new practice owner.

Lauren has held discussions with a practice owner in order to help them understand and prepare for making an offer to a potential associate. She prepared illustrations to help the client understand how various compensation scenarios for an associate would impact the practice’s profitability.

She also has helped practice owners plan for the end of the year for their practice through a cash / profit analysis that maximized tax savings and met their financial goals. They considered different ideas such as year-end bonuses, profit sharing contributions, equipment purchases, and the related tax implications of these matters.