No matter what type of company you own, dental, medical or closely-held family business, or how successful you are, you can benefit from the guidance and knowledge of certain key business specialists, many of who are business owners just like you.
You may want to hire an attorney who specializes in the needs of a dentist, physician, or closely-held family business, and who can consult with you on asset ownership, best practices, succession planning, contract review, and employee-employer relationships. It’s crucial to establish a relationship with your attorney, so you can pick up the phone when you have a question.
Dominador B. Laset Jr, Esq.
D.B. Laset Jr, Esq.
1816 Tully Road, Suite 280
San Jose, CA 95122
(408) 799-7237
jblaset@aol.com
Robert J. Silverman, Esq.
R. Silverman Law Group
1855 Olympic Boulevard, Suite 125
Walnut Creek, CA 94596
(925) 705-4474
rsilverman@rsilvermanlaw.com
silvermanlaw.com
Donald J. Sweet, Esq.
Rodnunsky & Associates
555 Twin Dolphin Drive,
Suite 330
Redwood Shores, CA 94065
650-285-5400
don.sweet@rodnunskylaw.com
rodnunskylaw.com
May Anne Teodoro, Esq.
Teodoro Attorneys At Law
1625 The Alameda
San Jose, CA 95126
(408) 491-9756
mgteodoro@aol.com
Faye Lee
Bresler & Lee Law Offices
3338 Sacramento St. Ste 270C
San Francisco, CA 94118
(415) 776-7177
fayeleelawoffice@yahoo.com
An accountant/CPA should help you “read” your books more effectively, translate raw data, plot areas of profit and loss, and show you how to manage your tax liability. In short, your accountant could save you money. Don’t make the mistake of meeting only once a year at tax time: Give your accountant the opportunity to work with you all year long.
Philip J. Andrews, CPA
Philip J. Andrews, CPA
319 Diablo Road
Danville, CA 94526
(925) 837-8952
Ronald D. Crone, CPA
Crone & Associates
5890 Stoneridge Drive, Suite 101
Pleasanton, CA 94588
(925) 426-5444
ron@croneassoc.com
croneassoc.weebly.com
Navjeet Chahal, CPA
Chahal & Associates, Inc.
600 Alfred Nobel Dr Suite A
Hercules, CA 94547
(510) 222-5800
navjeet@chahalassociates.com
chahalassociates.com
Rene Gutierrez, CPA
Philip J. Andrews, CPA
319 Diablo Road
Danville, CA 94526
(925) 837-8952
rene-gutierrez@sbcglobal.net
Mark Halversen, CPA
Halversen CPA
140 Gregory Lane, Suite 180
Pleasant Hill, CA 94523
(925) 687-1040
halverse@pacbell.net
halversencpa.com
Credit is the lifeblood of many businesses. It’s always important to maintain contact with a person who can help you create the cash flow you need when you need it, and at a favorable rate. In addition to issuing credit, many financial institutions frequently provide a wealth of other services at minimal or no charge. Regular communication with your contact will keep you abreast of new opportunities that can benefit your practice.
James Bachmeier III
Provide
275 Battery Street, Suite 1100
San Francisco, CA 94506
(877) 341-0617
hello@getprovide.com
getprovide.com
Pete Matson
Business Development Officer
City National
101 Ygnacio Valley Road, Suite 425
Walnut Creek, CA 94596
(510) 502-5389
pete.matson@cnb.com
Ron Tan
First Bank
1900 O’Farrell Street, Suite 140
San Mateo, CA 94403
(650) 281-7303
ron.tan@fbol.com
firstbanks.com
CJ Williams
VP – Bank of America
Practice Solutions
2700 Walnut Blvd.,
Walnut Creek, CA 94596
(614) 560-5417
calvin.williams@bofa.com
Forrest Wiederman
VP – Bank of America
Practice Solutions, Start-up, Refinancing
2700 Walnut Blvd.,
Walnut Creek, CA 94596
(949) 910-3734
forrest.wiederman@bofa.com
Jason Greenland
Wells Fargo Business
Development Manager
2001 Clayton Rd 9F,
Concord, CA 94520
(510) 542-1594
Yvette Dotson
Sky Management Solutions
607 Elmira Rd.
Vacaville, CA 95687
(707) 592-2559
skymanagementsolutions.com
Mac Rogers
Broker/Realtor
20273 Patio Drive,
Castro Valley, CA 94546
(650) 273-2774 | (510) 854-6723
macrogers@kw.com
Michael A. Ngo, DDS
Director – Practice Management & Transitions Consulting
3182 Campus Dr. # 274,
San Mateo, CA 94403
(650) 436-2939
dentalstrategies@gmail.com
Elizabeth Dygert
Patterson Dental
Concord, CA
(925) 963-0425
pattersondental.com
Colby & Amber Gonzalez
Patterson Dental
Concord, CA
(510) 759-1905
Mohsen Ghoreishi
Kohan Inc. Dental Architect
490 Post Street, Suite 1135
San Francisco, CA 94102
(415) 348-0008
info@kohaninc.com
kohaninc.com
Ann Milligan
Patterson Dental
Sunnyvale, CA
(650) 235-5563
pattersondental.com
Rafael Pascual
Allied Builders
Dublin, CA
(510) 520-8723
Mike Smith
Roam Commercial Realty
Concord, CA
(925) 250-3208
mike@roamcommercialrealty.com
The third-party professionals listed on this page are provided as a courtesy only and in no way represent a recommendation or an endorsement of these professionals or their services. These parties are not affiliated with Magbitang Financial and & Insurance Solutions or NYLIFE Securities LLC or its affiliates. Choosing a professional advisor is strictly the client's choice and responsibility.