Engage Advisors

Jan 2023

My practice purchase / transition was very rough, but Drew and team did a lot to smooth out some sharp edges. Working full time, there is no way we could have completed the transition without Engage Advisors doing a lot of the behind the scenes heavy lifting for us. Their knowledge and experience is very valuable. The seller's CPA team claimed to be dental specific accountants, but they were more like high school math students in comparison to Drew's team. We've stayed on with Engage for general accounting services, and have been very pleased. I wouldn't hesitate to recommend Engage to anyone in the need for a dental CPA or transition team. Well done all!

Dec 2022

I've worked with Engage for the last few years, and I can't even begin to describe the peace of mind they give me. As a clinician, I want to focus on my patients. But as a business owner, it is vital to know every aspect of your business, but time is finite. The incredible team at Engage ensures that you can focus your energy where it needs to go, while taking care of the minutia of your and your businesses financial health. Highly, highly recommend.

Oct 2022

My practice purchase / transition was very rough, but Drew and team did a lot to smooth out some sharp edges. Working full time, there is no way we could have completed the transition without Engage Advisors doing a lot of the behind the scenes heavy lifting for us. Their knowledge and experience is very valuable. The seller's CPA team claimed to be dental specific accountants, but they were more like high school math students in comparison to Drew's team. We've stayed on with Engage for general accounting services, and have been very pleased. I wouldn't hesitate to recommend Engage to anyone in the need for a dental CPA or transition team. Well done all!