"McGill & Lyon gave me the confidence and tools I needed to transition my practice smoothly. They truly care about their clients and their success."
Dr. Brooks Stevens, General Dentist
Align Your Practice, Finances, and Future
Dental Advisors Helping Dentists and Specialists Achieve Practice-Life Harmony
Common problems that prevent practice owners from feeling confident about their future include struggling with high overhead and low profitability, overpaying taxes, drowning in personal or practice debt, and more. Since 1983, dentists, orthodontists, and dental specialists have trusted McGill and Lyon Dental Advisors to be their partner in overcoming these problems and reaching financial freedom. Our firm is committed to helping doctors simplify financial and business challenges, allowing them to worry less as they achieve a more prosperous future.
Let us help you feel more secure in your practice finances and business strategy so you can enjoy more peace of mind as you realize the success you’ve envisioned.
Specialized Tax, Business, and Transition Strategies for Dentists
Whether you’re just starting your practice, expanding, or planning for retirement, our expert advisors can deliver comprehensive solutions that will put you at ease. We can help you slash your taxes, maximize your wealth, structure your transition, and more while you focus on your patients and family.
Our suite of services is provided by a core team of advisors who know dental practices inside and out. We employ a client-first, hands-on approach that is unparalleled in our field. We’ll support you at every stage of your career and help you achieve financial independence in a rapidly changing and competitive landscape.
Provided by McGill and Lyon Dental Advisors
Slash taxes, improve profitability, build wealth, and prepare for the future with our tax and business planning program. We’ll advise the most efficient ways to optimize your personal and practice finances so you can achieve financial peace of mind faster and with less stress.
Discover More About Our Tax and Business Planning ProgramProvided by McGill and Lyon Practice Transitions
Our practice transition team provides customized transition game plans. Whether you’re buying, selling, bringing on a partner, considering a DSO, or simply pre-positioning your practice for sale, our analysts will strategically guide you through the process to ensure a successful outcome.
Provided by McGill and Hassan, P.A.
Whether it’s practice sale agreements, estate planning, or other various legal needs, our legal experts specialize in protecting your interests, assets and future. Receive guidance from a team with first-hand experience helping dentists and specialists understand and overcome legal complexities specific to the industry.
Discover More About Our Legal GuidanceTrusted by Dental Professionals Nationwide to Get Real Results
Choosing the right financial advisors is critical to the success of your practice. We help you create strategies to maximize profits, minimize your tax burden, and secure long-term financial success. With the McGill and Lyon team, you can expect:
Dental-Focused Expertise
Our team specializes in providing bespoke professional guidance for practice owners. We have extensive expertise in solving business, financial, and tax problems for practice owners, helping them achieve practice-life harmony.
A Comprehensive, Personalized Approach
From tax planning to practice transitions, our tailored strategies give you the clarity and confidence to make informed decisions—aligned with your goals, your timeline, and every stage of your life.
A Proven Track Record
With decades of experience helping practice owners maximize their wealth, achieve financial freedom, and transition their practice, we know how to create the best possible financial and business strategies for your long-term success.
See Why Dentists and Specialists Trust Us With Their Financial Future
Empowering Dentists and Specialists Through Education
Successful practitioners never stop learning. Our seminars, speaking engagements, and podcasts can help you enhance your financial and business acumen. With diverse and in-depth continuing education opportunities, we’ll equip you with the tools to achieve your financial and professional goals.
Invest in Your Success and Gain Take-Home Strategies for Immediate Implementation
In-Person CE Seminars
Gain practical strategies to enhance your financial and business astuteness. Our in-person seminars offer tax-deductible opportunities to travel and learn. The classroom-style approach allows attendees to make the most out of their experience, gleaning take-home strategies on taxes, practice management, transition options, retirement planning, and more!
Speakers for Your Next Dental Meeting
Our experts share industry insights all over the country at top dental conferences, state dental societies, and local study clubs. Our presentations help dentists master strategies to lower taxes, build wealth, structure a transition, and plan for retirement.
The McGill & Lyon Dental Advisory Drilling It Down podcast is a reliable and flexible resource where professionals can gain key actionable insights.
Our Next Gen DDS podcast, hosted by Wes Lyon and Dr. Scott Menaker, is geared toward dental students and budding practice owners who want to get a head start on reaching their business goals.
The McGill & Lyon Dental Advisory Membership Makes a Difference
Our newsletter has helped dental practice owners save tens of thousands of dollars on their taxes. Many exceptional and successful doctors have trusted our newsletter and value all the benefits a membership has to offer.
The McGill & Lyon Dental Advisory: Tools to Reach Your Goals
- Lower Your Taxes – Reduce your tax burden with proven legal strategies, potentially saving thousands annually
- Increase Profits – Implement practice management techniques to boost revenue and cut unnecessary costs
- Protect Your Wealth – Take proactive steps to safeguard your hard-earned income and assets
- Plan a Prosperous Retirement – Secure your future with expert strategies designed to maximize retirement savings
Start Your Free 14-Day Trial Membership
Experience The McGill & Lyon Dental Advisory risk-free—get exclusive access to a 12-page monthly newsletter, hundreds of financial and business planning resources, and 24/7 online tools.
Business Success and Financial Freedom Start Here
Your success starts with a conversation with our team. Whether you need expert guidance on tax planning, practice transitions, or continuing education, McGill and Lyon Dental Advisors is here to help. Our team is ready to craft tailored solutions for your unique financial needs and long-term goals as a practice owner.
Don’t leave your future to chance—take control today. Let’s discuss how we can help you achieve financial freedom and more time to devote to your family and patients.