P-11 The Endodontist's Family Office: Reduce Taxes, Grow Investable Wealth, Exit on Your Terms
CE Hours: 1.0
Description: Most endodontic "wealth plans" stop at production and a 401(k). This session shows how to run your practice like an investment using a family-office lens-so you keep more, build outside the operatory, and create real exit options.We'll cover three levers:Tax - annual planning rhythms that legally minimize taxes (entity pay, deductions, retirement/cash-value funding, real-estate pairing).Valuation - systems that raise transferability and DSO/private-buyer demand (KPIs, leadership bench, contracts, payor mix, referral durability).Wealth - automated flows that move profit into diversified, creditor-aware investments and protective estate design.You'll leave with a valuation checklist, a tax-planning calendar, and a simple capital-allocation map tailored to owner-dentists. We'll use anonymized case studies to show how practices became buyer-ready without "selling out," and how owners built net worth beyond the practice while reducing risk.
Learning Objectives:
- Construct and run their own simple family office
- Design an annual, proactive tax-planning rhythm and identify at least three legal strategies to reduce taxable income within IRS rules saving tens of thousands and possibly hundreds of thousands in taxes
- Describe an end-state wealth architecture (practice, investments, trusts, insurance) and the near-term actions required to begin building it
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LockedJustin D. Maxwell, MS
Justin D Maxwell is a partner at Big Life Financial, a fractional family office for business owners. He helps 7- and 8-figure founders, especially in healthcare, keep more of what they earn and turn their practices into transferable assets. His team integrates proactive tax strategy, wealth management, protection, and exit readiness/M&A so owners build diversified wealth outside the business while increasing enterprise value. A former educator with a master's degree, Justin is a certified Vistage speaker who has presented across the country and on numerous podcasts. He is known for clear, principle-driven teaching that trades jargon for practical playbooks. Clients have saved tens of millions in avoidable taxes while building durable, multi-generational plans. At AAE26, Justin will share the Owner-Investor framework: how to run your practice like an investment, design a family-office approach that aligns taxes, investing, and risk management, and prepare optionality for sale, succession, or acquisition. He lives in Utah with his wife and four children.
Disclosure(s): No financial relationships to disclose