The Challenge
The challenge with selling your dental practice isn’t the concept—it’s the execution.
BrookHaven, along with REAP Financial Partners, guides dental practice owners through the complex process of selling their hard-earned practice with efficiency and success. We deliver a team-based approach that provides a proactive, strategic plan relentlessly focused on maximizing outcomes when you’re ready to sell your practice. Through our seasoned and effective approach to tax planning and building firewalls, and our commitment to continual oversight of plans, our team leaves no stone unturned.
Our philosophy to selling your dental practice centers on two core principles.
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Why You Should Work with Brookhaven and Reap Financial
Our strategy
The sale of your business is the capstone of your career.
Cut or Eliminate Taxes Due at Sale
Protecting the Wealth You’ve Built
Proven Team
Where experience meets execution
- 1,000+ years of combined industry knowledge
- A dedicated 100+ person team
- A national footprint serving clients coast to coast
Blake Schaper, Chris Heerlein, and the 63-person BrookHaven + REAP bench.
A Pivotal Moment
There may not be a more pivotal moment in a business owner’s life than when their ownership changes hands.
Whether the buyer is a private equity firm, a private party, or family a member, this transition often marks the culmination of decades of effort, risk, and sacrifice. All wrapped into a single moment that forever reshapes not only the future of the business, but your next chapter in life.
“BrookHaven and REAP Financial serve as a fully integrated team of experts focused on helping dental practice owners navigate the most important financial event of their lives—the sale of their practice. Through a proactive and coordinated planning approach, every aspect of your exit strategy is aligned to maximize value—not just at the time of sale, but for years to come.”
Disclosures
Brookhaven Family Office provides comprehensive planning services but does not directly offer legal, tax, insurance, or investment advice. Legal services are provided through Brookhaven Legal Professionals, PLLC, which does not provide tax, insurance, or investment advice. Tax and accounting services are provided through Brookhaven Tax & Accounting Professionals, LLC, which does not provide legal, insurance, or investment advice. For a full list of disclosures, please click here.
REAP Financial Group, LLC is an SEC-registered investment advisory firm that assists individuals in developing retirement strategies utilizing a variety of investment and insurance products tailored to their needs and objectives.
The content on this website is provided for informational purposes only and should not be construed as investment, insurance, tax, or legal advice.
This material is intended for informational purposes only and should not be considered a solicitation to buy or sell any financial product. Neither the firm nor its representatives provide tax or legal advice. This information is not intended to serve as the sole basis for financial decisions and should not be relied upon as personalized advice. Individuals should consult with their financial advisor, tax professional, or attorney regarding their specific situation. View REAP Financial ADV here (opens in a new tab).
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