Dentist Exit Planning

Finance · 11-50 Employees

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Overview

Phone Number

(515) 423-0671

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Dentist Exit Planning

Dentist Exit Planning specializes in financial and tax planning tailored for dentists transitioning from clinical dentistry. The firm focuses on helping dentists minimize taxes and replace income from their practice to maintain their desired retirement lifestyle. As a boutique firm, they prioritize building strong relationships and providing specialized advice while managing a limited number of clients. Their services include investment management, retirement planning, and ongoing financial strategizing, delivered through modern communication methods for clients nationwide.Explore more
Popular SearchesDentist Exit PlanningSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dentist Exit Planning

<$5M
11-50
Private
-
-
N/A
$8.9M
1-10
Private
-
2011
<$5M
11-50
Private
-
2022
CM
Cody MurrayFounder & CEO
<$5M
1-10
Private
-
2002
MF
Mark FinneyCEO & President
<$5M
1-10
Private
-
2006
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Dentist Exit Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dentist Exit Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dentist Exit Planning.

Dentist Exit Planning Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Dentist Exit Planning

What is Dentist Exit Planning's official website?
Dentist Exit Planning's official website is www.dentistexit.com
What is Dentist Exit Planning's Revenue?
Dentist Exit Planning's revenue is <$5 Million
What is Dentist Exit Planning's SIC code?
Dentist Exit Planning's SIC: 62,628
What is Dentist Exit Planning's NAICS code?
Dentist Exit Planning's NAICS: 52,523
How many employees does Dentist Exit Planning have?
Dentist Exit Planning has 11-50 employees
What industry does Dentist Exit Planning belong to?
Dentist Exit Planning is in the industry of: Finance, Securities Trading
What is Dentist Exit Planning competition?
Dentist Exit Planning top competitors include: American Financial Planning, Hargrave Fiduciary Advisors, First Financial Consultants, Retirement Planning Services
What technology does Dentist Exit Planning use?
Some of the popular technologies that Dentist Exit Planning uses are: Google Universal Analytics, Squarespace Online Stores, DentistryPlanet Websites, Adobe Typekit
How do I contact Dentist Exit Planning?
Dentist Exit Planning contact info: Phone number: (515) 423-0671 Website: www.dentistexit.com
What does Dentist Exit Planning do?

Dentist Exit Planning specializes in financial and tax planning tailored for dentists transitioning from clinical dentistry. The firm focuses on helping dentists minimize taxes and replace income from their practice to maintain their desired retirement lifestyle. As a boutique firm, they prioritize building strong relationships and providing specia... lized advice while managing a limited number of clients. Their services include investment management, retirement planning, and ongoing financial strategizing, delivered through modern communication methods for clients nationwide.Read More

Is Dentist Exit Planning a public company?
Dentist Exit Planning is private company therefore does not currently have an official ticker symbol
See more information about Dentist Exit Planning

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