Professional Referrals

Below are the names of some of the best lenders, attorneys, accountants and other professionals within the dental industry that our clients and buyers have had excellent experience working with.

Lenders

Derek Rawnsley
Capital Source Professional Practice Lending
drawnsley@capitalsource.com
Office 303-256-6710
www.capitalsource.com/products_services/professional_practice/dentists
9800 Mount Pyramid Court, 4th Floor
Englewood, CO  80112

Chris Page
Bank of America Practice Solutions
christopher.page@bankofamerica.com
Office 800-920-1506
www.bankofamerica.com/small_business/practicesolutions
11518 Castlebrook Lane
Frisco TX 75035

Jack Cornett
Wells Fargo Practice Finance
Jack.cornett@wellsfargo.com
Office 800-837-7177
Practicefinance.wellsfargo.com
1030 Oak Hill Park
Kennedale, TX 76060

Keith Merklin
Live Oak Bank
keith.merklin@liveoakbank.com
Office 877-790-1678
www.liveoakbank.com
2605 Iron Gate Dr., #100
Wilmington, NC 28412

Accountants

John Garvey, C.P.A.
Bland, Garvey, Eads, Medlock + Deppe, P.C.
jgarveyjr@taxsmart.com
Office 972-231-2503
www.taxsmart.com
1202 Richardson Drive, Suite #203
Richardson, Texas 75080

Blair Dance, C.P.A.
Dance, Bigelow, Sharp & Co.
blair@dbscpa.net
Office 972-556-1190
www.dbscpa.net
433 E Las Colinas Blvd, Suite 1290
Irving, TX  75039

Charles Loretto, Director of New Client Services
Cain, Watters & Associates PLLC
Charles@cainwatters.com
Office 972-233-3323
www.cainwatters.com
5580 Peterson Lane #250
Dallas, TX 75240

Jason Luse, Partner, CPA
Moss, Luse and Womble, LLP
Jason@mlwfinancial.com
Office 972-674-2584
mlwfinancial.com
16775 Addison Road, Suite #203
Addison, Texas  75001

Attorneys

Bill Underwood, J.D.
Underwood Perkins, P.C.
wunderwood@uprlaw.com
Office 972-661-5114
www.uprlaw.com
5420 LBJ Freeway
Two Lincoln Centre Suite 1900
Dallas, Texas 75240

Christine A. McGuire
The McGuire Law Firm, P.C.
cmcguire@lawmcg.com
Office 972-220-0680
www.mcguirelawfirm.com
508 Twilight Trail, Suite #204
Richardson, Texas  75080

Boyd W. Shepherd, D.D.S., J.D.
Boyd W. Shepherd, P.C.
boyd@legaldental.com
281-304-1000 office
www.legaldental.com
Houston, Texas

Financial Consultants

Nick Giorgio
Ameriprise Financial Services, Inc.
nicholas.giorgio@ampf.com
Office 817-770-8392
Cell 214-213-8997
950 E. Hwy 114, Suite #100
Southlake, TX 76092

Becky Walker, CFP ®
Wealth Strategies, Inc.
becky@wealthstrategiesinc.us
Office 800-677-0563
www.wealthstrategiesinc.us
1200 W. Slaughter Ln. STE B
Austin, TX 78748

Practice Consultants

Steven J. Anderson
Total Patient Service Institute Crown Council
Answers@TotalPatientService.com
Office 877-399-8677
www.TotalPatientService.com
P.O. Box 92001
Southlake, TX  76092

Insurance Agents

Kyle Wallace
Fortress Insurance Company
kwallace@bellgroup.com
Office 800-521-2355
www.bellgroup.com
16980 Dallas Parkway
Dallas, TX 75248

Office Leasing Agent

Austin Wheeler
The Reynolds Company
Austin.wheeler@thereynoldscompany.com
Office 972-231-8900
www.thereynoldscompany.com
6350 LBJ Freeway, Suite #256
Dallas, Texas  75240