Professional Alliances
Professional Alliances
Build a team of professionals for your company.
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.
Attorney
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
May Anne Teodoro, Esq.
Teodoro Attorneys At Law
1625 The Alameda
San Jose, CA 95126
(408) 491-9756
mgteodoro@aol.com
Accountant/CPA
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
Bank/Lender – Financial Institution Officer
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.
Pete Matson
Business Development Officer
City National
101 Ygnacio Valley Road, Suite 425
Walnut Creek, CA 94596
(510) 502-5389
pete.matson@cnb.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
Broker/Realtor/Business Consulting
Mac Rogers
Broker/Realtor
20273 Patio Drive,
Castro Valley, CA 94546
(650) 273-2774 | (510) 854-6723
macrogers@kw.com
Dental Architect, Contractor, Equipment/Supplier
Colby & Amber Gonzalez
Patterson Dental
Concord, CA
(510) 759-1905
Rafael Pascual
Allied Builders
Dublin, CA
(510) 520-8723
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