Purtzki Johansen + Associates

Dentists

We have served the dental profession for more than 35 years and know what it takes to establish and maintain a thriving practice.

Whether you are just starting your career, are established and looking for ways to increase revenue and decrease expenses, or are planning to retire, we can be of assistance.
Our business advisory services include:

  • Dental Practice Management
  • Systems & Facilities Evaluation
  • Tax & Accounting
  • Bookkeeping Services
  • Valuation of Practice
  • Practice Transition Services
  • Practice Marketing Services

We evaluate your current systems, procedures and facility management to measure efficiency and effectiveness to optimize your income. We offer industry comparison reports, so you can measure your practice’s performance against other practitioners.

For more information about practice sales and transitions, visit: Transitions-Logo
For more information about practice management services, visit: Becker Practice Management
For more information about dental practice resources,
visit:
Just for Dentists

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  • Election Countdown: Comparing Tax Proposals (10/15/2019) - Here is a comparison of the Federal Parties’ election platforms dealing with corporate and personal income tax. Depending which Party forms the next government on October 21, the proposed tax changes will have a big impact on the income tax you will pay for many years to come. Corporate tax… Continue Reading
  • 3 Ways to Combat Patient Attrition (10/2/2019) - You keep track of the number of new patients coming through the front door, but you are likely not counting the patients leaving the practice through the back door. If you are getting 20 new patients monthly but your revenues stay flat, it is safe to assume that about the… Continue Reading
  • Meeting the Challenge of Building Wealth (9/17/2019) - Building wealth is not the result of making more or having a financial whiz on your team. It is the result of spending more of your time to reach your financial goals. If your most important goal is to pay off the mortgage, or save for retirement, how much effort… Continue Reading
  • Preparing Your Practice for Sale Preparing Your Practice for Sale – Part 2 (9/4/2019) - 1. Upgrade your office and technology. Does your clinic have a worn-out look and old technology? You do not need to make any large capital expenditures such as purchasing new dental chairs or cabinetry. Remember the adage “you will never get a second chance to make a good first impression.”… Continue Reading
  • Preparing Your Practice for Sale Preparing Your Practice for Sale – Part 1 (8/19/2019) - If you want to maximize the sales proceeds from your dental practice, there are a number of steps you should take well in advance of the actual sale date. 1. Ensure you Qualify for the Lifetime Capital Gains Exemption. One of the first steps in properly planning to sell your… Continue Reading
  • Distributing Your Estate Assets Fairly (8/6/2019) - Most of us have a cavalier attitude about preparing our last will. We seldom set aside the time such an important document deserves to address the unique circumstances of our family, practice, and financial lives. Your lawyer may, as a reward for years of loyalty, prepare a will pro bono… Continue Reading
  • Ready to Sell? Ready to Sell? Maybe Not… (8/6/2019) - One of the first steps in properly planning the sale of your practice is to secure the benefit of receiving the sales proceeds tax-free. You want to make sure that the sale of the shares qualifies for the Lifetime Capital Gains Exemption (LCGE). The LCGE for 2019 is $867,000 for… Continue Reading
  • A Simple Strategy to Boost Your Investment Returns (7/24/2019) - Most investors have a diversified portfolio consisting primarily of a mix of shares and bonds. One investor shared his strategy with the Globe and Mail’s finance columnist, Rob Carrick, the other day. It is worth repeating because it is both simple and smart. This reader proposes to use two-thirds of… Continue Reading
  • Being a Landlord – Tax Planning Tips (7/24/2019) - With the drop in prices of residential real estate and the glut of condos on the market, particularly in the Lower Mainland, a few clients have started bargain hunting for a condo to purchase and rent out. Here some tax planning tips: Use your holding company to purchase the real… Continue Reading
  • Tax planning on separation and divorce – in a nutshell (7/11/2019) - When you are going through a separation or divorce, income tax issues will likely not be top of mind. Good tax planning, however, before and during the separation can generate significant tax savings and help preserve your assets. Support payments While support payments can be determined by agreement, most provinces… Continue Reading

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