Success Stories

From the beginning of my dental practice acquisition to my 3rd year into my practice now, Joanne from Tanner Management has been with me through every step of the way. Initially when I had reached out to her, she met me at the practice I was interested in purchasing, where she helped me with the process of what to look for and if this practice was the right fit for me. I was clueless. I didn’t know anything about dental insurance, staff management, collections from patients or how to even approach them. I’ve only done dentistry since graduating 14 years ago. She plugged me in with the right people to help me make this strong decision. Now, I appreciate the help of her coaching skills for both my team and I, for helping us understand the business by reviewing our monthly numbers with us, training us on how to increase production and keeping us on track to help us in the areas we need to work on including hiring staff, marketing. Most of all, Joanne believes in me, she believes that I will thrive, and cares about the well-being of this practice and me.

-Anni Yi, DDS

I had JoAnne work with a client who was looking at a practice in Mill Valley. She helped him do a chart review and also studied other reports from the practice computer. Her work was fabulous and as a result, we pulled the plug on the deal. We knew it was a small practice that would require a great deal of work, but JoAnne showed us that there really wasn’t much there to work with at all.

-Haden Werhan, CPA, PFS, ADCPA Member, thomasdoll.com

We have referred a number of clients to Joanne Tanner for assistance with “due diligence” when contemplating the purchase of a Dental Practice and have been very satisfied with her services. She also has invaluable knowledge with respect to counseling new owners of dental practices with respect to how to preserve goodwill and move the practice in a positive direction. Ms. Tanner is also very knowledgeable and skilled in handling staff, especially when the practice needs some assistance to get everyone on the same page and to pursue the same objectives.

– The Goldman Law Firm

JoAnne, I have found you to be the “go-to” person when I have a practice transition with a buyer who needs additional professional guidance above and beyond the advice from their CPA and Attorney. You have earned a stellar reputation as an industry leader due to your skill, your knowledge and experience as a dental hygienist, office manager, and Broker. I have sought you as a resource in situations that do not involve a transition when I became aware that the practitioner was in over their head with the challenges of practice management. You are able to understand the issues and nuances the practitioner must deal with to manage a practice. Guiding and directing the client to build their skillset to overcome obstacles blocking their success is a gift. Helping the practitioner to develop internal management systems that promote superior patient care and staff efficiency is an exceptional talent. In all of our business together which spans many years (decades), you have demonstrated the highest levels of ethics and integrity.

– Ed Cahill. Western Practice Sales