Company Category: Retirement programs

Equitable Advisors

As the only retirement program endorsed by the ADA for its members, the ADA Members Retirement Program has given thousands of dental practice owners and their employees the opportunity to plan for retirement. Our program was built to meet the dental community’s needs by offering an affordable, flexible way to help build retirement assets and take advantage of potential tax savings.

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Earned

Earned | Dental & Medical Counsel is a strategic partnership providing fully integrated financial and legal services exclusively for dental and medical professionals and their practices. Together, the firms deliver coordinated wealth management, tax planning, retirement solutions, practice advisory, and specialized legal counsel through a single, streamlined relationship. The partnership supports doctors across every stage of practice ownership and career progression, helping with entity formation and structure, partnership and employment agreements, compliance and employment law, lease reviews and real estate transactions, practice acquisitions and transitions, succession and exit planning, and long-term personal wealth and retirement planning. By aligning financial strategy and legal guidance, Earned | Dental & Medical Counsel helps dentists reduce complexity, manage risk, and make confident decisions with clarity. With a human-led, technology-enabled approach and deep experience serving healthcare professionals, the partnership is built to address the realities of running a practice while building sustainable financial well-being for doctors, their families, and their businesses.

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CORNERSTONE DEVELOPMENT GROUP – Real Estate

At Cornerstone Development Group, our advisory team delivers comprehensive real estate, development, and construction services specifically for dental and medical healthcare providers. Whether you’re launching a start‑up practice, growing into additional locations, or preparing for a full development project, we guide you through every step. From leasing and strategic site selection to multi‑location planning, development oversight, construction budgeting, and turnkey project delivery, we represent your best interests from concept to completion. With deep expertise in Texas healthcare real estate and a keen understanding of evolving market trends, Cornerstone Development Group provides the clarity, strategy, and leadership needed to build and grow your practice with confidence. Your practice. Your growth. Our advisory team—driving your real estate, development, and construction success.

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California Practice Sales

Sell and appraise dental practices.

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Bank Of America

In a healthcare industry that’s moving at lightning speed, you need a dedicated team of specialists, backed by the resources of a global leader. From transformative digital treasury tools to employee financial solutions, we filter the full capabilities of Bank of America through a healthcare lens to help you find fast, smart and secure ways to move your organization forward. | “What would you like the power to do?” At Bank of America, we ask this question every day of all those we serve. It is at the core of how we live our values, deliver our purpose and achieve responsible growth. By asking this question, we continue to learn what matters most to our clients, our employees and our shareholders. It helps us start a conversation centered on our commitment to use our capabilities to help those we serve be successful. Because we recognize that we can only be successful when the individuals, companies, communities and employees we serve are able to reach their vision of success. | Bank of America Practice Solutions leads the industry in financing for new and existing dental practices. Our services include loans for equipment, start-ups, practice sales/acquisitions, refinancing business debt, owner occupied real estate and more. | Bank of America is one of the world’s largest financial institutions, providing a full range of banking, investing, asset management and other financial products and services. It is a leading global bank and wealth management franchise and a premier corporate and investment banking and capital market business, providing innovative services in M&A, equity and debt capital raising, lending, trading, risk management, research, and liquidity and payments management. Clients and customers can expect access to a comprehensive suite of world class products, services, and expertise from an organization that serves clients through operations in more than 40 countries and has treasury relationships with 95 percent of the U.S. Fortune 1,000 companies and 73 percent of the Global Fortune 500. For additional information regarding Bank of America, please see https://business.bofa.com/. Disclaimers https://www.bofaml.com/en-us/content/baml-disclaimer.html.

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