Case Study
Dental Practice
Equity Sale

Selling a professional practice—like a dental business—often creates a sizable capital gains tax event, even for modestly sized transactions. Between federal and state tax exposure and limited access to reinvestment strategies, sellers can lose a significant portion of their proceeds. Traditional tax planning methods often overlook opportunities to retain more value, especially when the seller is looking to exit cleanly and reinvest on their own terms.

The TaxWealth Approach

TaxWealth offers sellers of professional practices a more efficient exit path by helping them unlock immediate liquidity while reducing their tax exposure. Instead of reinvesting in new assets or taking on additional risk, our approach legally adjusts the timing of tax payments—freeing more capital at close and allowing for reinvestment aligned with the seller’s goals.

The Problem

A dentist sold their practice for $1,000,000. Under a conventional sale, their total tax burden was $243,824, which left just $656,176 in proceeds. A substantial portion of the sale went to taxes, reducing liquidity and limiting flexibility for post-sale planning and investment.

The Solution

Using TaxWealth’s strategy, the seller legally delayed tax payments and received a net distribution of $840,075. After setting aside funds for the future obligation, they retained $797,623 in usable capital—achieving a 21.6% increase in available funds compared to a conventional sale, with full compliance.

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