Dental Financing

Dental-specific financial services that support smarter business decisions

Finn Legal offers financial services led by Alex Finnegan, CPA.

With a background that includes Big 4 audit leadership, healthcare and education finance, and over four years focused specifically on the dental industry, Alex helps practice owners organize their records, understand their numbers, and make informed decisions. His work blends technical depth with practical insight—giving dentists clarity around both daily operations and major transactions.

Our Capabilities

We offer targeted financial support that helps dental practices maintain accuracy, visibility, and forward-looking strategy. All services are delivered by Alex Finnegan, CPA, who brings years of public accounting and dental-industry experience to every engagement.

Why This Service Matters



Good financial systems improve decision-making and support long-term stability. Our services ensure your financial foundation is strong and well-understood.
  • Informed Decision-Making Clear financials support smarter choices and better planning.
  • Optimized Financial Performance Identify where to reduce costs and increase profitability.
  • Successful Transactions Ensure that financing and valuation are sound for buying or selling a practice.
  • Reduced Administrative Burden Free up your time and your team by offloading day-to-day bookkeeping tasks.
  • Compliance & Audit Readiness Maintain organized records that are ready for tax filing or regulatory review.
  • Specialized Expertise Work with professionals who understand the financial systems specific to dentistry.

Who This Service is For

  • Dentists who want accurate, organized financial systems
  • Practice owners preparing to sell or transition
  • Buyers needing help with financing or valuation
  • New owners seeking solid financial infrastructure
  • Any dental professional needing valuation for tax, estate, or legal planning

FAQ

How often do you provide financial reports for bookkeeping clients?
Yes. We have strong relationships with lenders who work specifically with dental clients and understand the financial structure of practice transitions.
How long does a typical practice valuation take?
Most valuations are completed within 2–4 weeks, depending on the complexity of the practice and availability of clean financial records.
Do you integrate with dental practice management software?
Yes. We work with common platforms and can help streamline data collection, reporting, and reconciliation.
What is the ideal time to get a practice valuation done?
Any time you're preparing for a sale, purchase, buy-in, or legal event—but it's also useful as a planning tool, even if a transition isn’t imminent.
Our Process 
Dental Financing
01

Initial Financial Assessment
Understand your current financial setup, goals, and needs.

02

Service Customization
Tailor bookkeeping, valuation, or financing services to your situation.

03

Data Collection & Analysis
Gather necessary financial documents and perform detailed review.

04

Execution of Services
Execution of services includes transaction management, valuation reporting with methodology, and financing support through applications and lender coordination. 

Take the next step with your practice

Whether you're forming a new practice, navigating a transition, or building a DSO, Finn Legal is here to support your next move with strategic legal insight and straightforward service.
Schedule a Consultation