Banks/Lenders
Tell them DDSmatch California recommended you give them a call or click on a “Get Pre-Qualified” link to get started!
Matthew Christie (Southern California)
Phone: (916) 837-6288
Website: www.getprovide.com
Innovating for dentists, veterinarians, and other healthcare professionals like you.
Peter Chong
Phone: (714) 336-7218
Website: www.practicepathways.com
Nick Huston (VP – Practice Solutions)
Phone: (480) 476-4842
Website: www.bankofamerica.com
Stephen Curtis
Phone: (310) 926-3320
Website: www.bankofamerica.com
Howard Boles
Phone: (626) 204-6626
Website: www.enterprisebank.com
Since our founding, Enterprise Bank & Trust has focused on serving the lifetime financial needs of our clients. We empower privately held businesses to succeed, helping families to secure their financial futures, and invest to advance the quality of life in the communities we serve.
Jamie Smith
Phone: (707) 372-5331
www.huntingtonbank.com
Huntington provides online banking solutions, mortgage, investing, loans, credit cards, and personal, small business, and commercial financial services.
Patrick Stevens
Phone: (415) 417-4043
Website: panaceafinancial.com
For Doctors, By Doctors.
Panacea Financial is a division of Primis. Member FDIC
Maria Khan
Phone: (909) 472-7215
Website: www.firstcitizens.com
Rhuan Rogerio
Phone: (858) 357-7621
Our goal is to know my clients and their business in order to help them be successful.
CPA & Accounting Firms
Andrew Phillips
Email: andrew@phillipsgrouptax.com
Website: phillipsgrouptax.com
An accounting & advisory firm that specializes in helping dentists and physicians manage and grow their finances.
Jerry Morey
Phone: (949) 485-2011
Email: jmorey@cpamorey.com
Website: www.cpamorey.com
We are dedicated to providing accounting, bookkeeping and tax solutions that fit the needs of small businesses and individuals.
Travis Slade
Phone: (949) 490-6626
Email: travis@gouluru.com
Website: www.gouluru.com
Proactive, accurate, and concise guidance to make smart decisions with your money.
Richard Benner
Phone: (714) 486-3781
Email: rich@benneraccountancy.com
Website: www.benneraccountancy.com
Professional services tax and accounting firm with an emphasis in dental and medical fields.
Matt Howard
Email: mhoward@blueandco.com
Website: www.blueandco.com
Our mission is to find ways to hep you achieve personal, financial and life goals.
John Urrutia
Phone: (916) 397-7156
Email: jru@muncpas.com
Website: muncpas.com
Our mission is to provide responsive, innovative services of the highest quality to our clients.
Attorneys
Levi Barlavi
Phone: (310) 776-5384
Email: levi@polishedlegal.com
Website: polishedlegal.com
At Polished Legal, we believe your dental practice journey should be exciting, not overwhelming. From your first deal to your dream practice, we handle the legal complexities so you can focus on building a business—and a life—you’re proud of.
Matthew Odgers
Phone: (858) 869-1114
Email: Matthew@odgerslegal.com
Website: odgerslawgroup.com
A law firm based in San Diego, California that focuses its energy on working with small business owners in the areas of dentistry, medicine, and entrepreneurship.
Amy Borden
Email: amy@californiadentalattorney.com
Website: californiadentalattorney.com
She has over a decade of experience representing clients in transactional and litigation matters.
Sean Dumm
Email: info@jsdlawoffice.com
Website: www.jsdlawoffice.com
Specializing in estate planning, business transactions and the dental field.
Cecilia Chen
Email: cchen@practiceatty.com
Website: www.practiceatty.com
Cecilia’s expertise includes purchase and sale of businesses, contracts and commercial lease review and negotiation, mergers and acquisition, with special focus in healthcare, representing dentists, veterinarians, optometrists, hospice and in-home care facilities.
David Cohen
Email: david@cohenlawfirmpllc.com
Website: cohenlawfirmpllc.com
Serving the legal needs of local, regional and national dentists and specialists.
LAW OFFICES OF BARRY H. JOSSELSON
Phone: (800) 300-3525
Email: bhjlaw@josselson.com
The pre-eminent law firm in California devoted exclusively to the representation of health care professionals.
Lee Maddox
Email: lee@maddoxhealthcarelaw.com
Website: maddoxhealthcarelaw.com
Maddox Healthcare Law was created to meet the critical demand for strong, ethical, and professional legal services in the practice transition business.
Casey Gocel
Email: cgocel@mblawfirm.com
Website: www.mblawfirm.com
Delivering sophisticated, relationship based service in 30 distinct legal practice areas.
Transitions into Ownership/Leadership/Consulting
Teri McAviney
Phone: (760) 975-8770
Email: teri@makconcepts.com
Website: www.makconcepts.com
Sherry Ireland
Phone: (760) 822-9595
Experienced Founder with a demonstrated history of working in the dental management consulting industry.
Len Tiso
Phone: (213) 820-6507
Email: lentiso@fortunemgmt.com
Website: www.fortunemgmt.com
Andi Moore
Phone: (619) 822-5693
Email: andimoore@fortunemgmt.com
Fortune Practice Management provides an unparalleled combination of coaching, consulting and training through customized seminars, personal coaching and support systems designed to enrich the professional, personal, and financial lives of Healthcare practitioners.
Brian Hanks
Email: brian@dentalbuyeradvocates.com
Website: www.dentalbuyeradvocates.com
My team and I only help dentists, we only work with buyers, and we work nationwide.
Recommended Reading: How to Buy a Dental Practice by Brian Hanks
Gene St. Louis
Email: gene@gstlconsulting.com
Website: www.genestlouisconsulting.com
For over 30 years, we’ve been helping dentists and their teams nationwide grow their offices and educating them on office culture dynamics by providing personalized programs designed specifically to fit your needs as a business owner.
Kerry Straine
Phone: (800) 568-7200
Email: kerry@straine.com
Website: www.straine.com
By taking a wholistic and doctor-centric approach to every consulting relationship, we will develop you as a leader, and build the best version of YOUR dental practice.
Michael Stoltz
Phone: (650) 533-8040
Email: michael.stoltz@
Website: www.wonderistagency.com
Wonderist Agency is a full-service dental marketing agency that has helped countless practices increase their new patient numbers and thrive with cohesive marketing strategies. Through tailored branding, custom dental websites, local marketing, SEO, and PMS-connected ROI tracking, Wonderist delivers closed-loop attribution that ties your marketing directly to collected revenue. This allows you to see exactly which efforts are driving real results for your practice.
Financial Advisors
Nick Ozer
Phone: (310) 725-9102
Email: nick@regattainvest.com
Website: www.regattainvest.com
Focused on constructing and presenting detailed financial plans for individuals, families and businesses.
Scott Walloch
Phone: (317) 747-6009
Email: swalloch@hkfs.com
Website: www.hkfs.com
Our leadership team is dedicated to delivering what matters to our Financial Professionals and their clients.
David Ricci, CFP
Phone: (480) 818-5955, Ext 77617
Email: dricci@merceradvisors.com
Website: www.merceradvisors.com
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insur
Real Estate Lease/Purchase Negotiation – Tenant/Buyer Representation
Laura Ragle – San Fernando, Santa Barbara
Phone: (424) 313-4228
Email: laura.ragle@carr.us
Website: www.carr.us
Leading provider of commercial real estate services for healthcare tenants and buyers.
Lyndsay McClelland
Phone: (858) 699-5870
Email: lyndsay.mcclelland@carr.us
Website: www.carr.us
Leading provider of commercial real estate services for healthcare tenants and buyers.
Koi Nichols
Phone: (858) 373-7521
Email: koy.nichols@carr.us
Website: www.carr.us
Leading provider of commercial real estate services for healthcare tenants and buyers.
Jenifer McBride
Phone: (949) 547-9098
Email: jenifer.mcbride@carr.us
Website: www.carr.us
Leading provider of commercial real estate services for healthcare tenants and buyers.
Scott Crane
Phone: (818) 481-1163
Email: scrane@healthspacescres.com
Peter Lund
Phone: (310) 766-1600
Email: plund@healthspacecres.com
Get Pre-Qualified!
Disability Insurance Specialist
Human Resources Support
Insurance Credentialing
Human Resources Support
Jill Hasselmann
Phone: (877) 779-4747
Email: jhasselmann@hrforhealth.com
Website: www.hrforhealth.com
HR for Health is the first and only integrated HR software solution dedicated to helping dental practices stay HR compliant year-round. HR for Health makes it easy to manage employees across multiple locations all the while boosting employee performance and avoiding lawsuits.
Insurance Credentialing
Matt Veach
Phone: (303) 621-5387
Email: matt@veachconsulting.com
Website: www.ppoexperts.com
We’ve seen many practices struggle because they did not know how to competitively price their services and poorly negotiated reimbursement rates have them working harder for less. We’ve seen them spend precious time jumping through insurance hoops tying up essential cash flow. We set out to be the solution.
Additional Resources
Hollie Stevenson, JD
Vice President Affiliate & Government Relations | Dental Lifeline Network
Direct: 720.287.6185
Main: 303.534.5360
Cell: 720.299.1331
Email: hstevenson@dentallifeline.org
Website: dentallifeline.org
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Contact Enterprise
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