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https://bluewaterdentaladvisors.com/
Submission: On August 04 via api from US — Scanned from US
Submission: On August 04 via api from US — Scanned from US
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Text Content
1036 Lansing Dr., Suite 200, Mt. Pleasant, SC 29464 A Financial Planning Firm that understands your industry * Home * About Us * Contact * Quotes * Media * FAQ * Book a Meeting Close * Home * About Us * Contact * Quotes * Media * FAQ * Book a Meeting Login Grow Your Practice Value Work with a planning firm that understands your industry, keeps it simple , and helps you achieve maximum results. VIEW PROCESS Protect Your Greatest Asset As business owners ourselves, we realize that your business is more than just a paycheck. It creates a way of life for you, your family and your employees. How do we best protect it? GET QUOTES Exit On Your Terms Sell your practice when you want, to your ideal candidate, for the amount you deserve. We are here to provide support at every step during your successful exit. GET STARTED THE BLUEWATER DENTAL DIFFERENCE For a combined 20 years, the Bluewater Dental Advisors team has developed a time-tested process for helping our clients protect, grow, and sell their practices. KNOW WHERE YOU ARE TODAY We understand you’re busy. Action can begin when you feel most organized. We value complete financial organization and understanding the four domains of your balance sheet. VALUE YOUR PRACTICE Our clients see the most success when they use comprehensive, macro-economic planning principles. We will help you coordinate your relationships, understand them, and protect the lifestyle you've worked hard to build. CONTROL YOUR PLAN We help you take control of your financial achievements through knowledge, guidance, and advice. You’ll be empowered to make the best educated decisions for you and your practice. OUR 5-STEP PROCESS Planning is not linear—it's a circular experience. We want to leave it open to review each of these steps with our clients on an ongoing basis. We aren't looking to be transactional; relationships with our clients that grow over time are of the highest value for BWDA. 01 DRAFTING A FINANCIAL MISSION STATEMENT Articulate what the financial future looks like for you, your business, and your family. 02 BUILDING YOUR BUSINESS OWNER BLUEPRINT Create financial organization for your practice and define its value so you can have a better plan for your future. 03 LEADING WITH A CASH FLOW PLAN Cash is how a business pays its bills and reinvests for growth. A better understanding of how to optimize the flow of money into and out of your practice will empower you to make confident decisions 04 PROTECTING YOUR BUSINESS FROM THREE BLACK SWANS Bad things happen to good dentists. Stress testing your balance sheet ensures you are fully protected against the risks business owners face. 05 GROWING VIA YOUR PEOPLE Creating growth through attraction and retention of top-notch talent that fit the culture and mission of your organization. OUR BLOG Curious to learn more about the industry? Check out our most recent blog posts: View Blog Posts * PREPARING TO SELL YOUR DENTAL PRACTICE Business, Money * WHY DO DENTISTS WAIT TO RETIRE LATER IN LIFE? Economy * AN ACTION PLAN FOR REPAYING STUDENT LOANS AFTER MEDICAL SCHOOL Money * STRATEGIES FOR PAYING OFF MEDICAL SCHOOL DEBT Money * HOW TO MAKE A BUDGET FOR YOUR DENTAL PRACTICE Business, Money ABOUT US Meet our founders, Steven and Brandon, and learn why they do what they do. STEVEN HUSKEY BRANDON WILSON Read More About the Team REQUEST A COMPLEMENTARY CONSULTATION Learn more about how we can find creative solutions to help your practice thrive. Δ READY TO GET STARTED? Fill out our short online questionnaire form to give us more details about you and a member of our team will reach out for next steps. Let's Go * 1036 Lansing Dr., Suite 200, Mt. Pleasant, SC 29464 * Email:info@bluewaterdentaladvisors.com Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Port City Media Co. to provide information on a topic that may be of interest. Port City media Co. is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2022 Bluewater Dental Advisors This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, /SIPC . OSJ: 6115 Park South Dr Suite 200, Charlotte, NC 28210, (704) 552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Bluewater Dental Advisors LLC is not an affiliate or subsidiary of PAS or Guardian.