McGill and Lyon Dental Advisors is a specialized advisory firm offering comprehensive financial, business, and legal services exclusively to dentists and dental specialists. With decades of experience since 1983, the firm stands out for its deep industry expertise and integrated approach to helping practice owners achieve financial freedom and practice-life harmony.
The firm employs a client-first, hands-on methodology, providing tailored strategies for tax reduction, profitability improvement, and practice transitions. Their team includes experts in dental-specific accounting, legal services, and transition brokerage, ensuring clients receive holistic guidance at every career stage—from new practice owners to those planning retirement.
Services Offered
- Tax and business planning
- Practice transitions and brokerage
- Legal services including practice sale agreements and estate planning
- Accounting and bookkeeping support
- Financial advisory and wealth building
- Estate planning
- Retirement planning
- Practice management consulting
- Debt management strategies
- Continuing education seminars and speaking engagements
- Podcast resources for professional development
- Newsletter membership with financial and tax strategies
Services are provided nationwide, with resources including in-person seminars, podcasts, and a subscription-based advisory newsletter designed specifically for dental professionals seeking to optimize their financial and operational success.
