Resources
Banks/Lenders | CPAs | Attorneys | Insurance | Insurance Credentialing | Financial Advisor | Lease | Personal & Practical Experience | Business Services
Banks/Lenders
Tell them DDSmatch Mid-Atlantic recommended you give them a call or click on a “Get Pre-Qualified” link to get started!
Gregory Bowen
Phone: (202) 860-7716
Website: www.getprovide.com
Gregory Bowen is the Regional Director of Practice Finance for Provide. For the past 12 years, Gregory has specialized in dental specific financing for practice sales and purchases, mergers, partnership buy-ins and buy-outs, office improvements and expansion, business debt consolidation, equipment financing, lines of credit and commercial real estate. From getting a dentist prequalified to purchase their first practice to helping expand their existing office(s), Gregory is a great resource to help navigate the financial due diligence of a dental transaction.
Jason Swisher
Phone: (330) 592-5635
Website: www.huntingtonbank.com
Jason Swisher is the regional Vice President of Dental Acquisition lending for Huntington Practice Finance. Jason is a singular point of contact who guides buyers through the entire finance process of acquiring a practice, buy-ins, real estate, refinance, startups and expansion. Huntington offers 100% financing and flexible terms to fit their clients immediate and future goals. Jason and his team are incredibly hands on and consultative through the entire process and beyond.
Travis Dickens
Phone: (301) 740-3009
Website: www.pnc.com
Travis Dickens, CMPE – A graduate of East Carolina University and an MGMA CMPE Certified Practice Management Expert with 20+ years of Banking Experience specializing in Dental Transitions. Travis has spent the past 15 years of his professional career with PNC Healthcare Business Banking as a Vice President and Senior Relationship Manager helping hundreds of Dental Professionals achieve their professional & financial goals.
Brad Peiffer
Phone: (570) 656-5364
Website: www.bankofamerica.com
Serving individuals, small & middle market businesses and large corps.
Lori Rieley
Phone: (571) 839-6187
Website: www.practicepathways.com
U.S. Bank Practice Finance builds lasting relationships with our clients by offering a full suite of financial products and exceptional service. Our experienced Practice Finance Representative, Lori Rieley, uses a consultative approach when working with dentists to understand each practitioner’s unique financing needs. With industry knowledge and experience, Lori can help you develop custom financing options that best fits the needs for you and your future practice.
Christopher Mills
Phone: (301) 536-8272
Website: www.firstcitizens.com
Mike Freeman
Phone: (202) 486-7876
Website: www.firstcitizens.com
Our goal is to know my clients and their business in order to help them be successful.
Shawn Erdman
Phone: (443) 610-8324
Website: www.fnb-online.com
CPA & Accounting Firms
Ryan Levy, CPA
Phone: (410) 493-5320
Email: rlevy@levycpas.com
Website: www.levydentalcpa.com
Ryan M. Levy, CPA, LLC is a relationship driven Dental CPA firm that works proactively with their clients at all stages in their careers. They consult with their clients on an ongoing basis to ensure that they are meeting both their short- and long-term goals. Additionally, they ensure that dental practices are operating at optimal levels through benchmarking, proactive planning, and continuous monitoring. Ryan M. Levy, CPA, LLC can help you with due diligence on practice purchases, structuring transactions in the most tax efficient manner or analyzing practice overhead and profitability.
James (Jim) B. Alley, CPA
Phone: (202) 350-1279
Email: jimalley@jbacpallc.com
Website: www.jbacpallc.com
Jim specializes in helping Dentists meet their personal and practice financial goals. He is the owner of JBA CPA, LLC, serving clients in Virginia and across the U.S. for over 20 years. Jim focuses on helping business owners maximize their profits while saving on taxes. Your financial and tax strategy is an ongoing journey; let Jim help you get to the finish line.
Attorneys
Mike Limsky & Stacy Dowling
Phone: (410) 363-4444
Email: mlimsky@swsl-law.com
Email: sdowling@swsl-law.com
Website: www.wlsdlaw.com
Michael R. Limsky and Stacie M. Dowling are among only a few dental-focused attorneys serving the greater Maryland, DC and Virginia region. Our team of dental transition professionals has assisted over a Thousand (1,000) dentists with their dental practice start-ups, acquisitions, and sales, and we continue to work with most of our clients on an ongoing basis to meet their continuing operational legal needs. We take a personalized and cost sensitive approach in meeting the needs of our clients.
Philip M. Schwartz
Phone (cell): (703) 472-7234
Phone (office): (703) 636-1662
Email: pschwartz@dbllawyers.com
Website: www.dbllawyers.com
For more than thirty years, Philip Schwartz has been assisting dentists and dental practices in Washington, D.C., Virginia and Maryland with their legal needs. In addition to representing dentists and practices involved in practice purchase/sale transactions, Phil regularly providers with their ongoing legal needs including drafting and negotiation of partnership and associate employment agreements, staff employment matters and general business and contract matters.
Samuel N. Klewans & Michael W. Skerrit
Phone: (703) 615-2415
Phone: (703) 535-5383
Email: sklewans@k-slawyers.com
Email: mskerritt@k-slawyers.com
Website: k-slawyers.com
Samuel N. Klewans and Michael W. Skerritt have over 60 years of combined experience representing dentists and dental practices in the Virginia, Maryland, and D.C. region. Our practice entails representing dentists throughout the full business life cycle of their practices, from start-up to retirement. We have a particular focus on dental practice acquisition and sale transactions, having represented hundreds of purchasers and sellers, from small practices to multi-office practices, general and specialty practices, including Dental Service Organizations. We also form entities, prepare employment and independent contractor agreements, review existing employment and independent contractor agreements for individual providers, review commercial leases, facilitate mergers, resolve dental partner disputes, develop buy-sell agreements (shareholder agreements and operating agreements), and assist with other regular practice business matters on an ongoing basis. With our experience and network resources, we are able to provide comprehensive and cost-effective solutions for our dental client needs.
Natasha Gillis
Phone: (571) 209-5203
Email: natashagillislaw@gmail.com
Website: www.thegillisfirm.com
S. Natasha Gillis, Esq. is a dental and healthcare attorney whose practice focuses mainly on practice mergers and acquisitions (M&A). She also assists dentists with partnership changes, start-up practice guidance, commercial lease reviews, commercial real estate purchases and associateship contracts. Natasha’s motto is “Your Practice is My Passion” and currently provides a free practice orientation call to all DDSmatch referrals.
Insurance
Andrew Gerner
Phone: (410) 752-3867
Email: eagerner@rktongue.com
Website: www.rktongue.com
“Brokers for all types of business insurance, benefits, and personal insurance. Endorsed by multiple dental associations to provide all of the insurance expertise and products a dentist needs from graduation to retirement and beyond.”
Doug & Jack Kohlenstein
Phone: (443) 609-8006
Phone: (410) 404-1983
Email: doug@jlkinsurancegroup.com
Email: jack@jlkinsurancegroup.com
Website: www.jlkinsurancegroup.com
JLK Group is a family-owned independent insurance agency dedicated to serving the needs of businesses, professionals and families throughout MD, DC, DE, VA, PA and WV. As an independent agency, JLK Group has access to variety of insurance carriers to offer insurance solutions that best fit your needs. Working with our carrier partners, we have the unique ability to offer one point of contact to handle all of your practice, professional and personal insurance needs including professional liability (malpractice), business owners, workers compensation, life insurance, disability insurance, health insurance and more.
Insurance Credentialing & Plan Review
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.
Malika Azargoon
Phone: (703) 932-9633
Email: Malika@zardentalconsulting.com
Website: www.zardentalconsulting.com
Zar Dental Consulting, LLC is principally owned, founded and operated by Malika Azargoon. Through her passion of working with and understanding the importance of personnel in an office dynamic, Malika formed Zar Dental Consulting (“ZDC”). ZDC has helped over 140 dentists with their consulting needs. Malika built ZDC by modeling the principles she taught her client offices and has since provided a range of consulting services in three main areas: (1) for dental practice buyers who need help with successfully transitioning insurance, staff, patients and taking over an existing practice; (2) for dental practice start-ups needing help with everything including infrastructure support through opening; and (3) existing multi-practice clients who need help analyzing key performance indicators (“KPIs”) to position their offices for growth. For all three areas, Malika emphasizes leadership training to teach dentists how to effectively lead staff and patients.
Financial Advisor
John Hasenberg, CRPC®, AAMS®, CPFA
Phone: (202) 893-5267
Email: john.hasenberg@ml.com
Website: https://fa.ml.com/district-of-columbia/washington/thhg/
John Hasenberg and his highly experienced team are one of the premier financial advisory teams for dentists in the Greater Washington area. Numerous dental professionals, their families and their employees depend on The Hasenberg Hartsock Group for help on a broad range of services, including: retirement plans, investing and wealth management strategies, financial planning, insurance strategies and support with practice mergers and buyouts.
Lease
Fletcher Gill
Phone: (240) 462-6008
Email: fletchergill@thegenaugroup.com
Website: www.thegenaugroup.com
The Genau Group is the only locally owned, and locally headquartered provider of medical arts real estate services and advisory for medical/dental tenants and buyers. We negotiate the most effective discounts and concessions from the landlord or seller. Our eight-person team is led by the owner and principal broker, Fletcher Gill and our director, Nora Bowen. We have over 100 years of combined experience and would be happy to help you with your commercial real estate needs in Washington DC, Maryland, and Virginia. Please reach out to us anytime for a private consultation and complimentary lease abstract!
Personal & Practical Experience
Malika Azargoon
Phone: (703) 932-9633
Email: Malika@zardentalconsulting.com
Website: www.zardentalconsulting.com
Zar Dental Consulting, LLC is principally owned, founded and operated by Malika Azargoon. Through her passion of working with and understanding the importance of personnel in an office dynamic, Malika formed Zar Dental Consulting (“ZDC”). ZDC has helped over 140 dentists with their consulting needs. Malika built ZDC by modeling the principles she taught her client offices and has since provided a range of consulting services in three main areas: (1) for dental practice buyers who need help with successfully transitioning insurance, staff, patients and taking over an existing practice; (2) for dental practice start-ups needing help with everything including infrastructure support through opening; and (3) existing multi-practice clients who need help analyzing key performance indicators (“KPIs”) to position their offices for growth. For all three areas, Malika emphasizes leadership training to teach dentists how to effectively lead staff and patients.
Business Services
April Boera
Phone: (443) 951-4942
Phone (mobile): (443) 306-1401
Email: aboera@fosterthomas.com
Website: www.fosterthomas.com
21 years of Fostering Business through HCM Consulting Services, April plays an integral role in the success of helping companies with their HR principles and building healthy, positive workplace cultures. April and her team bring vast knowledge in areas of HR Consulting (on site or virtual), HR Compliance (FMLA), HR Trainings (sexual harassment, drug free workplace, management) and HR projects (procedures manual development; employee handbook; audits); along with customizing Group Benefit packages and technology integration. FosterThomas supports firms in MD, DC, and VA. “Attract, retain and protect” your employees!
Kevin McNamara, Key Account Manager
Phone: (410) 877-3625
Email: sales@dtctoday.com
Website: www.dtctoday.com
Founded on the concept of Family First, DTC is a qualified team of innovative problem solvers who are passionate about all things IT! We strive to be young at heart by continuing to attract and retain well rounded team members and remain a distinguished IT solutions provider to our clients. Our continuous success is evolving and ever changing. Years ago, it became apparent that even though we live in one of the most technologically advanced areas in the country, the options for IT support were not up to par. DTC, originally Dental Technology Center, began to focus on providing IT support to the dental community. What started out as a few clients quickly spread to hundreds of practices, eventually solidifying DTC as the largest dental IT support company in the Mid-Atlantic. Expanding outside of the dental sector, DTC continues to grow and so has our clientele. We now serve clients in all industries and are always looking for a new challenge. Our mission is to make IT work for you through innovative solutions and meaningful connections.At the end of the day, our goal is to make IT work, so you don’t have to.
Taylor Cirbo, Client Services
Phone: (317) 549-5028
Email: taylor@apexpaymentsolutions.com
Website: www.apexpaymentsolutions.com
WHO WE ARE
We are a dentist-founded company that is dedicated to providing doctors with the tools they need to offer convenient and contactless payment options to their patients. Our goal is to provide the best value for payment processing to healthcare providers.
WHO WE SERVE
We strive to help every doctor increase collections, streamline operations, and reduce their overhead costs. Our payment platform and reliable customer support helps make day-to-day operations easier, so that doctors can focus on what’s truly important – their patients.
