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Core Advisors, Ltd Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Core Advisors, Ltd, Accountant, 355 S Main Street, 1st and 2nd Floor, Greenville, SC.

Whether you are just opening your dental practice's doors or are a seasoned professional, we can help bring your practice, and your life, to the next level with financial strategies that fit your needs.

A practice owner came back from a dental conference with a free valuation from a firm they'd met there. The earnings fig...
10/13/2026

A practice owner came back from a dental conference with a free valuation from a firm they'd met there. The earnings figure was more than triple what we had for them, with an asking price to match.

It looked great. It also wasn't grounded in what a buyer would actually pay. The add-backs were all over the place, and nobody behind that report specialized in dental.

That's the risk with a number from someone who doesn't know how dental practices trade. It can be flattering and wrong at the same time. A wrong number gets expensive, because owners plan retirements around it, turn down reasonable offers, or wait for a buyer who never shows up.

A good valuation holds up when a buyer's lender goes through it line by line. If yours hasn't been through that test, treat it as a guess.

10/09/2026

We just launched FiN for Core Advisors clients.

If you've ever wondered where to go to check your investments, pull up your practice books or send us a document, FiN is the answer. Just type what you need and it takes you straight there, with every login you have with us on one page.

It's live now for clients at coreadvisors.com/fin. Bookmark it, and if you still can't find something, call or email us and we'll point you right to it.

Here's something that surprises a lot of dentists planning an exit: what you should prepare depends on who's buying.Sell...
10/09/2026

Here's something that surprises a lot of dentists planning an exit: what you should prepare depends on who's buying.

Selling to another dentist? Presentation matters. That buyer walks the office, meets the team, and compares you to another practice. Clean systems and a team that stays make that choice easy.

Selling to a DSO? They're going to run it their way. In our experience, what they ask for in diligence is tax returns, the employee list with compensation, and the fee schedule. They're buying earnings, not your operations manual.

Many DSOs only get seriously interested once practice earnings clear a certain size. Below that, a doctor-to-doctor transition is often the better path anyway.

So before you spend years polishing the wrong things, figure out which buyer is realistic for your practice. That answer changes the whole plan.

A buyer was looking at two dental practices in the same area. Both were solid. They picked the more expensive one.Why pa...
10/06/2026

A buyer was looking at two dental practices in the same area. Both were solid. They picked the more expensive one.

Why pay more? The cheaper practice needed new equipment and an updated interior right after closing. Add that to the price and the bargain cost more to own, and it would have taken longer to grow.

The outdated practice didn't lose on price. It lost on everything the buyer would have had to put in after the deal closed.

This is the part of exit planning that's easy to miss. When a buyer is choosing between practices, they're pricing what comes after closing, not just the last few years of numbers. Deferred updates show up as a discount, or as no offer at all.

The fix isn't a rushed remodel the year before you list. It's deciding which upgrades pay for themselves and planning them around your tax picture, years ahead.

Every dentist heading toward a sale has two questions to answer, and most treat them as one.The first is what the practi...
10/02/2026

Every dentist heading toward a sale has two questions to answer, and most treat them as one.

The first is what the practice is worth. That's a math problem: earnings, add-backs, and what the market pays for them.

The second is whether a buyer will actually choose your practice over the one down the road. That's a different conversation. It's about how the practice looks and runs to someone deciding where to spend the rest of their career.

The first question gets all the attention. The second one quietly decides a lot of doctor-to-doctor deals, because in most of them the buyer is comparing two or three practices, not bidding against other buyers.

You need answers to both, early enough to do something about the gap.

09/22/2026

The associate is ready to buy in. The paperwork is drafted. And the entity structure conversation still hasn't happened.

That order is backwards, and it's the order we see a lot in dental partnerships. Once the buy-in agreement is signed, most of the tax and structure levers are locked. How the two of you get paid, whether production has to dictate take-home, how the eventual buyout gets taxed. All of it is easier to design on the way in than to unwind later.

It matters most when the incoming partner is growing fast. A younger associate adding procedures the senior dentist never offered can have collections climbing before anyone has decided what ownership actually looks like on paper. Momentum gets ahead of the structure.

The fix isn't complicated. Have the entity and compensation conversation before the attorney drafts anything, with the same people who see both partners' full financial picture.

09/18/2026

Most exit plans end at the closing table. The dentist's life doesn't.

A situation we run into with owners in their early 60s: the practice is headed to an associate or to a son or daughter, no date circled yet, and the question they're quietly asking isn't about the sale price. It's this. Once I'm not the owner anymore, who's looking after me?

Fair question. The CPA who did the practice return has no practice left to work on. The broker is gone the day the deal closes. The advisor who never saw the business side is now working with half the picture.

Our answer is that nothing changes except the lens. Same team, same relationship. Before the sale we're focused on the practice. After it, we're focused on the personal side: cash flow, income, insurance, whether the retirement you pictured is the one you're actually set up for.

The practice was the vehicle. It was never the destination.

Whether your exit is 3 years out or 15, what you'll be offered is being decided by how the practice runs this year.Five ...
09/11/2026

Whether your exit is 3 years out or 15, what you'll be offered is being decided by how the practice runs this year.

Five questions about your numbers, three about how the practice runs. Two minutes, nothing to look up, and you'll know your number and your gap. Link in bio.

The most expensive number in dentistry is the one in your head.Owners anchor on what a colleague got, what a broker teas...
09/08/2026

The most expensive number in dentistry is the one in your head.

Owners anchor on what a colleague got, what a broker teased, what the practice "should" be worth. Then the real offer lands, and the deal dies. Know your number years early, while you can still move it. Free valuation in bio.

Most dentists have a CPA and a financial advisor who have never spoken to each other. Your tax strategy gets planned in ...
09/05/2026

Most dentists have a CPA and a financial advisor who have never spoken to each other. Your tax strategy gets planned in one office, your investments in another, and nobody's looking at the whole picture.

We built Core Advisors so the whole picture sits under one roof. That's the difference between filing your year and planning it.

Address

355 S Main Street, 1st And 2nd Floor
Greenville, SC
29601

Telephone

(803) 941-4440

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