Willow Financial Services, LLC

CHOICE Dental Solutions

a division of Willow Financial Services, LLC

Serving the dental community since 1978!

Willow Financial Services, LLC offers comprehensive management, transition/valuation, accounting, financial, and legal solutions to help dental practices grow and prosper.

Customized Solutions

Willow Financial believes in choices. Each practice has unique goals, challenges, and opportunities. Our job is to help you develop a customized plan suited to your particular goals and to provide you the solutions that are critical to your success. Call us today at 1-800-662-9847 to schedule your complimentary initial consultation!

Practice Transition Services

Whether you are just starting out or thinking of retirement, transitioning a practice takes careful planning and execution. Willow has the expertise to help you address your practice's purchase or sale, as well as related issues that arise during the practice transition process, including:

Transition Planning
Practice Valuation
Valuation Negotiations
Practice Brokering
Mergers & Acquisitions
Strategic Planning
Associate Arrangements

Legal Services

When entering into any contract, particularly one that impacts your professional and personal livelihood, you need experienced legal representation to protect your best interests. Willow can bring you a host of legal services and expertise specifically geared to dentists and dental practices. We can assist you with the following:

Buy/Sell Agreements
Partnership Agreements
Associate Agreements
Facility-Sharing Agreements
Mergers & Acquisitions

Accounting Services

A dental practice is also a business. Every business needs an experienced business advisor behind it to help set up accounting systems, comply with tax obligations, and provide business advise to enhance its fiscal well-being. Complete accounting, tax, and business advisory services are available, including:

Ownership Structuring
Tax Planning & Preparation
Budgeting & Forecasting
Cash-Flow Management
Debt Analysis & Restructuring
Profitability Analysis & Enhancement
Review & Compilation of Financial Statements
Business Planning

Financial Services

Financial planning is a key component in achieving your overall business and personal goals. Carefully selected insurance coverage, prudent retirement planning, employee benefits that attract and retain solid professionals, and secure investing require the expertise of an experienced planner. Willow Financial offers you the complete package - focusing primarily on maximum employer wealth accumulation. Comprehensive services include:

Financial Planning
Retirement Planning & Administration
Executive & Employee Benefits
Leasing/Financing Options

Partnerships

Our financial partners include:

100% Financing Available!

Whether you need to lease equipment or purchase a practice, Willow Financial Services, LLC offers creative, competitive financing through multiple lenders. Receive up to 15 years of financing without real estate and up to 25 years of financing with real estate.

Call us today at 1-800-662-9847 to schedule your complimentary initial consultation!