The Rea Report Spring 2015 | Page 2

Is Your Business Batting A Thousand? Download A Free Copy Of Our Dental E-book Today! Having worked with hundreds of dentists, the Bright Dental CPAs at Rea & Associates have a keen understanding of the challenges dentists – new and seasoned – face as they seek to establish and manage their own dental practice. This team used their knowledge to develop a new e-book, The Business Side Of Dentistry: Tips And Tools For New Dentists, that covers: The balance between being a dentist and a business owner The need for good business advisors The process and considerations of purchasing a dental practice The transition to becoming a dental practice owner Challenges and best practices of opening a new practice – straight from two practice owners Download your free copy at www.brightdentalcpas.com/ebook, or share this link with a dentist (or an aspiring dentist) who would benefit from this information. 2 A WHY YOU NEED A BANKER ON YOUR TEAM lot has changed since the first time I sat behind my desk at Rea & Associates in 1979. Technology has advanced in ways that no one could have imagined or predicted. Our nation endured – and survived – The Great Recession. And someone somewhere decided that Pluto isn’t a planet anymore (and I just became a grandpa!). But with all these changes going on, one thing has remained the same: to be successful in business, you can’t go it alone. You never know when you will need a sounding board, some insightful guidance or even someone to go to bat for you, but if you are looking to hit a home run, you need to make sure your team is stacked with advisors you trust – and be sure to make room on your roster for a banker. By Dave Cain, CPA, principal (Dublin office) develop a relationship with your banker, not only do they get the chance to know you better, they get broader insight into your company and the objectives that drive your business. Yes, your cash flow, collateral and financial statements are important, but so is your character. If your banker knows you, likes you and trusts you – and knows, understands and believes in your business – you could be more likely to secure the financing you need when you need it. • You and your business are often top-ofmind. When you have a strategic banking relationship, you’re more likely to get a call when a great opportunity arises. Your banker has greater insight into your shortand long-term strategies and will be able to alert you when a low-interest loan program lands on their desk. Additionally, As a business owner, it’s easy to get caught they are in a great position to recommend up in the daily responsibilities of managing your business to other clients and profesoperations, customer needs and stakeholdsional acquaintances. er interests. If your banker is just watching from the bleachers, you are missing If you talk to your cousin’s neighbor’s dogout on a great opportunity to improve yo \