Our one-on-one advisory sessions are designed to help you achieve your long-term vision by offering clarity around your financial and operational situation, along with a clear path forward.
Our Advisory Services are designed to provide clarity, direction, and the tools you need to grow your practice. From sales and marketing to operational efficiency, we cover every aspect of your business to ensure that you are equipped to overcome challenges and seize opportunities.
Our process starts with an advisory session. This session is a unique, immersive experience where our team of expert advisors works one-on-one with you to assess and optimize every aspect of your practice and its future growth plan. Whether you're looking to increase capacity, improve sales and marketing, acquire additional locations, or ensure long-term financial security, our advisors will walk you through all key areas of your business to create a customized action plan. By the end of the day, you'll leave with a clear path forward and the tools you need to implement immediate change
Our Monthly Advisory Calls provide you with the continuous support needed to implement and adjust your strategic plan throughout the year. Each month, our advisors work closely with you to review your progress, address any challenges, and refine your approach to ensure you're on track to meet your practice’s financial and operational goals. These calls offer a proactive way to stay aligned with your long-term vision while adapting to changes as they arise, ensuring sustained growth and profitability.
Our Forecasting services give you the ability to anticipate future financial trends and make informed decisions for your practice. By analyzing your historical data and key performance indicators, we help you predict cash flow, revenue, and expenses over time. This proactive approach ensures you can plan for growth, allocate resources efficiently, and mitigate potential financial challenges before they arise. With accurate forecasting, you’ll have the insights you need to confidently steer your practice toward long-term success.
We review your existing sales and marketing efforts to pinpoint areas of improvement. Together, we’ll establish key performance indicators (KPIs) to ensure your marketing and sales strategies are aligned with your growth goals.
Our advisors take a deep dive into your current operational structure. We help you prioritize profitability and scalability, ensuring that your practice grows without sacrificing operational efficiency.
Lastly, we focus on safeguarding your business and financial legacy. Whether it's protecting your assets or ensuring long-term success, we help you develop strategies that secure your future while leaving a lasting impact
We use cloud-based, encrypted systems to ensure your financial data is protected. We follow strict confidentiality protocols and maintain the highest standards of data security.
Choosing Tower Financial Group's Advisory Services is ideal for business owners who lack clarity around the future of their practice and need a customized solution for growth. Whether you're aiming to expand from $3 million to $15 million or need guidance on acquisition, marketing, or operational strategies, we offer a comprehensive approach to planning. We don’t just offer advice—we help you build a full-service strategy. You tell us your goals, and we create a step-by-step game plan that spans your long-term vision, from a 10-year outlook to monthly actions. We stay with you through each step, ensuring your plan evolves and adapts as your practice grows
Our Advisory Services provide clarity and direction for growing your dental practice. Many doctors come to us with questions like, “I have three locations—how do I grow to six?” or “Am I maximizing my current operations?” We also address critical concerns about retirement, staffing, and scaling. Our service helps you answer these important questions by offering a clear roadmap for success, tailored to your unique challenges and opportunities. Whether you're looking to expand your locations, improve team dynamics, or prepare for the future, we guide you through each step, providing clarity and actionable steps to achieve your goals
We look for practices that are ready for growth—whether you’re a $1.8 million practice looking to scale, or an emerging group ready to take the next step. Our ideal clients meet three key criteria: they are hungry, humble, and smart. You need to be hungry for growth, humble enough to be coachable, and smart in terms of emotional intelligence, not just IQ. If you fit this profile and are looking to grow your operations, refine your strategy, and build an exceptional organization, our Advisory Services are designed for you
At Tower Financial Group, we don’t just provide advice—we help you achieve real results. Our clients have seen increased profitability, improved operational efficiency, and sustainable growth through our Advisory Services. Let us help you create the path to success for your practice.
If you're ready to gain clarity, build a customized strategy, and achieve sustainable growth, Tower Financial Group’s Advisory Services are here to guide you every step of the way. Whether you’re expanding locations, refining your operations, or planning for long-term success, we have the expertise and tools to help you get there.
Let’s create your roadmap to success today. Schedule a consultation with our expert advisors now and take the first step toward transforming your practice.
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