Business Details
48 Years
experience
Trusted Financial Advisors for Dentists
At CBG & Company, we specialize in providing tailored financial consulting services exclusively for dental professionals. Our team of certified public accountants, certified financial planners, and investment advisors brings decades of experience in addressing the unique financial challenges faced by dentists at every career stage. Since 1978, we have developed specialized strategies for financial planning, tax preparation, investment advisory, and practice transition consulting. Our approach combines deep industry knowledge with personalized guidance to help emerging, established, and exiting dentists achieve long-term financial stability and growth. We prioritize building lasting relationships with our clients, ensuring our solutions align with their professional goals and personal aspirations.Our principals hold advanced certifications including CPA, CFP, AIF, and AAMS designations, demonstrating our commitment to expertise and ethical standards. We understand the complexities of dental practice ownership and offer comprehensive services that address cash flow management, debt reduction, retirement planning, and legacy goals. Our 100% focus on dentistry allows us to deliver insights and strategies that general financial firms cannot match. We maintain transparent communication throughout our client engagements and adhere to strict compliance protocols to ensure the highest level of service quality. Our mission is to empower dental professionals to make informed financial decisions that support both their business success and personal financial well-being.
Services
Financial Planning
Tax Preparation
Investment Advisory
Transition Consulting
Details
- Year established: 1978
Highlights and features
- We specialize exclusively in dental financial planning with decades of industry experience
- Our team includes certified CPAs and CFPs with advanced financial certifications
- We offer comprehensive services addressing all career stages for dental professionals
- Our practice transition consulting provides tailored solutions for ownership changes
- We maintain transparent communication and strict compliance with professional standards
Associations and certifications
- CPA
- CFP
- AIF
- AAMS
Services
Financial Planning
CBG & Company provides comprehensive financial planning services tailored specifically for dental professionals. We help dentists at all career stages create personalized strategies for wealth accumulation, cash flow management, and long-term financial security. Our planners work closely with clients to develop customized approaches that address their unique professional circumstances.
Tax Preparation
Our tax preparation services specialize in the complex tax situations faced by dental professionals. We optimize tax strategies for practice owners and associates, ensuring compliance while minimizing liabilities. Our expertise includes dental-specific deductions and retirement plan integration for maximum tax efficiency.
Investment Advisory
CBG offers investment advisory services designed for dental professionals seeking to grow their wealth. We create customized portfolios aligned with individual risk tolerance and financial goals, incorporating practice equity considerations and long-term planning for practice transitions and retirement.
Transition Consulting
Our transition consulting focuses on helping dentists navigate practice ownership changes. We provide guidance for buying or selling practices, succession planning, and post-ownership financial strategies. Our services include valuation analysis, financing options, and strategic timing considerations for smooth ownership transitions.
People
Nick Catlin
Principal - CPA, CFP, MBA
Nick Catlin brings over 20 years of experience in dental financial planning, specializing in tax strategies and investment solutions that address dentists' unique financial needs.
Roy Bodinus
Principal - AIF, MBA
Roy Bodinus focuses on investment advisory services for dental professionals, leveraging his advanced certifications to create tailored wealth management strategies that align with practice ownership timelines.
Dan Garwood
Principal - AAMS, MBA
Dan Garwood specializes in financial planning for emerging dentists, helping new professionals establish strong financial foundations while balancing student debt and practice growth opportunities.
Questions
What services do you offer for dental professionals?
We provide financial planning, tax preparation, investment advisory services, and transition consulting specifically tailored for dentists at all career stages.
How do you specialize in the dental industry?
Our entire practice focuses exclusively on dental professionals, giving us deep understanding of dental practice finances and unique tax considerations.
What experience do your advisors have?
Our principals hold CPA, CFP, and advanced investment certifications with specialized experience in dental financial management since 1978.
How do you help transitioning dentists?
We develop customized transition plans for practice sales, succession planning, and post-ownership financial strategies tailored to dental professionals.
What makes your firm different from general financial advisors?
Our 100% dental industry focus allows us to provide targeted solutions addressing the specific financial challenges faced by dental professionals.
How do you work with emerging dentists?
We help new dentists establish financial foundations through debt management, investment planning, and practice growth strategies specific to their needs.
