Case study
A dental group owner prepares for a $14M sale
Outcome
● Measured
$1.2M
in projected tax savings
Client
Founder, multi-location dental group
01
The challenge
The owner had 85% of his net worth in the practice and an offer arriving within eighteen months.
02
What we did
We moved shares into a family trust before the valuation, structured part of the sale as an installment and set up a donor-advised fund.
03
The result
The projected tax on the sale fell by $1.2M, and a liquidity plan now covers the family for thirty years.
Daniel Ortega
Lead advisor · CFP®
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Illustrative case study. Results are specific to this client and are not a guarantee of future outcomes.
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