Accounting & Consulting Services

Wise Counsel That Supports Your Business

Put the power of Savant’s wise counsel to work for your business. When you partner with our team of attorneys, accountants, and consultants, our goal is to empower you to take your business to the next level.

Our wide range of tax, accounting, payroll, and business consulting services can help you and your organization reach your goals. Backed by robust technology and service platforms, we’re confident that our services will help meet your needs effectively and efficiently.

Specializing in medical and dental practices, our highly qualified team has extensive knowledge of complex tax and financial matters associated with closely held businesses and their owners. When clients engage our tax and consulting services, they enjoy a high-level CPA resource for their practice without the need for additional staff and overhead.

Tax Advisory

Schedule a No-Obligation Introductory Call


We Offer Consulting Services For:

  • Business entity selection
  • Accounts payable systems
  • Internal controls
  • Office policies
  • Development and staffing
  • Compensation models
  • Forecasting and tax planning
  • Business succession planning
  • Accounting and bookkeeping systems development

Business Succession Planning

Business succession planning is complicated and often fraught with sensitive and delicate situations and relationships, and the final plan can vary significantly among businesses and industries. A comprehensive succession plan can include:

T r ans f er Ownership R e w a r ding Selling

Transfer Ownership

Transferring ownership of a family business to the next generation.


Developing a plan to reward key employees and help reduce turnover.


Selling the company outright to a third party for the highest possible valuation.

Helping You Pursue Your Business Succession Goals

Our team works to bring clarity, focus, simplicity, and efficiency to your business transaction through a process that helps you create a well-structured plan aligned with your vision and goals. Our experienced, credentialed team works with you to develop your business succession plan goals, which may include:

  • Concentrating on the parts of the business you enjoy
  • Having a stable continuity of management for your employees and customers
  • Maximizing your potential payout from the sale
  • Finding a buyer who complements your business culture
  • Minimizing potential taxes
  • Rewarding and treating key employees and family fairly
  • Leaving a legacy through the continuation of your business
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The Savant Difference

  • Wise counsel: Experience working with complex tax and financial matters associated with closely held businesses and their owners
  • Team of in-house specialists: Access to a team that has worked with medical and dental professionals for more than 30 years
  • Address all your financial needs in one place:  Access to a high-level CPA resource without the need for additional overhead
  • Comprehensive, dedicated CFO resource for practices and small businesses
  • The latest technology and service platforms
  • Access to a team that includes an advisor, investment researchers, financial planners, attorneys, and tax accountants

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.