A boutique financial advisory, CPA & investment management firm with a focus on dentistry.

Based in Dallas, Texas.

WHAT WE DO

Practice Transition Advisory

  • Advising and walking clients through the entire process of acquiring a practice, selling a practice or forming a partnership.

Ongoing Financial Advisory

  • Annual, full-day meetings and financial advisory throughout the year covering your practice and personal life.

Tax Preparation

  • Annual tax preparation for your business tax returns, personal tax returns, Business Personal Property Renditions and 1099s.

Bookkeeping

  • Bookkeeping for your practice or other venture which includes periodic financial statement preparation.

Investment Management

  • Management of your retirement and non-retirement investment accounts.

WHO WE ARE

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Joseph P. Applewhite, CPA

Joe is a Certified Public Accountant (Texas) and an Investment Advisor Representative.  Joe graduated from the University of Notre Dame with a BBA in Accounting and then went back to his native Texas for his Masters in Professional Accounting at The University of Texas at Austin. 

Joe has been in the dental arena for over a decade.  Prior to his dental focus, Joe was a Portfolio Compliance Manager at WhiteHorse Capital Partners.  Joe also began his career in Public Accounting at Deloitte & Touche, LLP.

Joe and his wife, Amanda, have 3 children and when he’s not working or enjoying family time, you’ll find him watching any sporting event on TV.

 

Timothy A. Buys, CPA

Tim is a Certified Public Accountant (Texas) and an Investment Adviser Representative.  He graduated from Grand Valley State University in Grand Rapids, MI.

Tim serves his clients as a trusted advisor and “CFO”.  He is passionate about investing, financial independence and entrepreneurship! Previously he worked with clients in the hedge fund and private equity industries through the Investment Management practice at Deloitte & Touche, LLP.

Tim and his wife, Heidi, have two daughters! He enjoys spending time with his family, participating at church, eating Texas BBQ and traveling.

 

WHERE WE ARE LOCATED

13355 NOEL RD SUITE 1100

DALLAS, TEXAS 75240