HAVE CONFIDENCE IN YOUR FINANCIAL PLAN AFTER YOU SELL

CWA helps you optimize every opportunity
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NAVIGATING NEW FREEDOMS

Partnering with a DSO brings exciting freedoms. It also prompts important questions about tax planning, wealth management, and how the change could affect your long-term financial goals. CWA advisors can help you start this new chapter with confidence.

TODAY’S NEEDS, TOMORROW’S GOALS

CWA has walked many clients through life pre- and post-DSO sale. We have the experience needed to create a financial plan that considers your unique situation and helps you meet your financial goals today and well into the future.

FINANCIAL PLANNING FOR DSO PARTNERS

Review your current tax situation and advise you on tax-smart strategies
Tax Planning
Answer questions specific to your partnership agreement and financial impact
Post-Close Advisement
Draft a plan to simplify future decision making, in case a recap is on the horizon
Recap Advisement 
and Planning
Develop a personalized plan to match your needs through all phases of life
Investments/Wealth Management
Help you understand your earn-out, equity, incentives and more
DSO Specific Benefits

Considering
Selling Your
Practice to a DSO?

The decision to sell your practice to a DSO is both financial and personal. It’s important to know how much you can earn and how to make that money last for the years ahead. Get your questions answered and gain clarity on the process at one of our upcoming seminars.

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What Sets CWA Apart?

Experience

For 40 years, we’ve served thousands of clients nationwide, putting our flagship 3to1 principle of wealth accumulation to work.

Expertise

CWA primarily serves the dental industry. We know the unique intricacies of the dental business, as well as the mindset of dental practice owners, better than most CPAs.

Partnership

Financial planning isn’t a static product. It’s a process. Peace of mind is also more than just a number to reach. CWA aims to financially prepare you to reach your personal and professional goals.

Service

We are committed to delivering an unmatched personalized experience. Our 90%-plus retention rate is testament to the difference a dedicated support team makes.