Dental Wealth Partners Acquires Choate Financial Services

Share Article

Acquisition Adds Financial Services to Company’s Suite of Business Services

News Image
Dental Practices need an advocate to secure the right financing deals, whether it is for new equipment...or the outright purchase of a practice...we can make sure that our clients pay the lowest total cost when arranging financing.

Dental Wealth Partners, a leading provider of business services to dental practices, today announced the acquisition of Choate Financial Services, a Dallas-based financial services consulting company. “Dental Practices need an advocate to secure the right financing deals, whether it is for new equipment, debt consolidation, space for their offices or the outright purchase of a practice,” said Dave Swift the company’s CEO, “The addition of Choate Financial Services’ expertise means we can make sure that our clients pay the lowest total cost when arranging financing,” he continued.

Brian Choate, the founder and CEO of Choate Financial Services and former G.E. Healthcare executive, will now become Vice President, Financial Services with Dental Wealth Partners. “We fit nicely with the strategy to bring a broad range of practice management, financial, and strategic marketing services to dentists,” said Brian Choate. “Our customer base can benefit from this broader range of services and their customer base now gains access to our strengths in delivering the very best financing deals.”

The Dental Wealth Partners’ vision is to provide dental practices with a single point of contact for the coordination and delivery of a full suite of integrated services that include:

Marketing Consulting & Implementation

  • Strategic Marketing Planning
  • Positioning/Branding
  • Pricing Strategy
  • Services Strategy
  • Patient Acquisition and Retention Strategy
  • Marketing Tactics/Implementation
  • External/Internal/Acquisition/Retention programs
  • Digital/Web/SEO/SEM/PPC

Financial Services

  • Equipment/Practice Financing Consulting
  • Bookkeeping/Accounting/Payroll Services
  • Tenant Representation – New Leases and Renewals
  • Practice Transition Representation – Evaluation/Valuation/Transaction

HR Services

  • New Employee Interviewing Skills

Practice Management Consulting Services

  • Business Assessment/Recommendations
  • Business Enhancement projects
  • Business systems
  • Business monitoring/priority setting

Choate Financial Services will relocate its offices from Southlake, TX, to Dental Wealth Partners’ Headquarters in Dallas.

About Dental Wealth Partners

Dental Wealth Partners, a subsidiary of Bold Ventures, enhances the quality of life of dentists. The company creates more profitable, better engineered, and less stressful dental practices by blending proven dental business methods with best practices outside dentistry. A results-oriented, long-term partnering approach makes Dental Wealth Partners the natural choice for dentists at any stage of their career. The company’s suite of integrated services includes strategic planning, practice management, marketing strategy and programs, IT, financial and HR services.

PR contact: news(at)dentalwealthpartners(dot)com or call 214-924-8817

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Dave Swift
Visit website