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 Canaccord Genuity Corp.

Late Career (<10 Years to Retirement)

You have worked hard to develop your career and your business. As retirement starts to approach you need to make sure you are as prepared as possible. Whether you have a practice to sell, business ventures to settle, or you transition to an associate role in order to work less, you want to maximize your retirement and protect your future. 

Do you know what your practice is worth? Are there changes you can make to increase its value now? Do you know all the costs that are coming, if applicable, when you sell your practice? Do you have enough saved to meet your income requirements in retirement? Our network can assist you to fill in the blanks:

  • create/update your retirement plan
  • value your practice
  • maximize the value of your practice
  • minimize taxes
  • manage your risk
  • sell a practice (if applicable)
  • structure your business properly
  • plan for staff transition
  • identify retirement income needs

The time for your dream retirement is approaching. If you are not a "Connected Dentist" yet, now is the time. You have put a lot of time into your practice, but these last few years will have the largest impact of all on your retirement. You do not want to negatively impact it by missing out on something that is easy to address now. We can assist you to maximize the value of your practice before you take off your loupes for the final time. Our 360° profile is a service we offer every dentist that we work with. Get "Connected" today to ensure your retirement was worth the hard work you put into creating it!

Our "Connected" Network

Our network is comprised of a number of professionals who deal with dentists on a regular basis. They have experience in dealing with the issues that affect you, and can help you avoid many common mistakes and pitfalls they have seen in the past. While every professional may not be required by every dentist, you can see it illustrates how we "Connect" to provide you with the best solutions to meet your individual needs. 

My book is here!