The McGill & Hill Group

What The McGill & Hill Group does

The McGill & Hill Group LLC, doing business as McGill and Lyon Dental Advisors, is a privately held, bootstrapped professional services firm founded in 1983 in Charlotte, North Carolina, that provides tax, business, legal, and accounting advisory exclusively to U.S. dental professionals. The firm operates a coordinated multi-discipline delivery model: tax and business planning is offered under the McGill and Lyon Dental Advisors brand, practice transitions and brokerage under McGill and Lyon Practice Transitions, legal services through affiliated McGill and Hassan, P.A., and dental-specific accounting and bookkeeping through affiliated Zion & Company, Inc. The core customer base is SMB dental practice owners (dentists, orthodontists, and specialists), with a secondary focus on dental students and emerging practice owners.

The firm's revenue mix combines fee-based professional services across four core service lines with a recurring subscription product, The McGill & Lyon Dental Advisory Newsletter, which provides monthly tax and business planning resources and serves as a lower-friction customer acquisition channel. Top-of-funnel demand generation is driven by a multi-channel content strategy including two podcasts (Drilling It Down for practicing dentists, Next Gen DDS for dental students), in-person CE seminars, and a speaking circuit at state dental societies and study clubs. Distribution is direct, via free discovery calls, phone-based inside sales (877.306.9780), and website lead capture. The firm is privately held with no disclosed external funding, no acquisitions, and no patents; in 2025 it consolidated its sub-brands under a unified McGill and Lyon Dental Advisors identity while retaining the original legal entity.

The underlying technology layer is limited to standard professional services tooling (newsletter/CRM, podcast hosting, website) — there are no proprietary platforms, APIs, or AI/ML components referenced in the source material. Growth and expansion signals include DSO transition advisory, a deliberate push into the dental-student pipeline via Next Gen DDS, and a recurring-revenue subscription layer, suggesting a steady organic build rather than a venture-style scaling motion.

Name

The McGill & Hill Group

Legal name

The McGill & Hill Group LLC

Website

https://mcgillhillgroup.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

101–250 employees

Short description

The McGill & Hill Group (d/b/a McGill and Lyon Dental Advisors) is a Charlotte-based, privately held advisory firm founded in 1983 that provides tax, business, transition, legal, and accounting services exclusively to U.S. dental practice owners, supplemented by a subscription newsletter and content ecosystem.

Ownership category

akta.pro rank

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. McGill & Lyon Dental Advisory Newsletter Membership: Subscription-based membership providing access to a monthly newsletter, hundreds of financial and business planning resources, and 24/7 online tools. The newsletter has helped dental practice owners save tens of thousands of dollars on their taxes. Free trial available.
2. Tax and Business Planning Services: Professional advisory services for slash taxes, improve profitability, build wealth, and prepare for the future. Provided by McGill and Lyon Dental Advisors.
3. Practice Transitions and Brokerage: Customized transition game plans for buying, selling, bringing on a partner, DSO considerations, or pre-positioning for sale. Provided by McGill and Lyon Practice Transitions.
4. Legal Services: Legal guidance for practice sale agreements and other legal needs specific to the dental industry. Provided by McGill and Hassan, P.A.
5. Accounting Services: Dental-specific accounting and bookkeeping support including clean financials, proactive advisory, and planning services. Provided by Zion & Company, Inc.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

The McGill & Hill Group (operating as McGill and Lyon Dental Advisors) provides integrated tax and business planning, practice transition and brokerage, legal services, and dental-specific accounting services exclusively to dental practice owners since 1983. The firm also sells a subscription-based monthly newsletter membership and offers CE-eligible in-person seminars as supplementary educational services.

Product overview

McGill and Lyon Dental Advisors (d/b/a The McGill & Hill Group LLC) offers a suite of advisory services for dental practice owners. The core offering is a coordinated service portfolio including Tax and Business Planning, Practice Transitions and Brokerage, Legal Services (via McGill and Hassan, P.A.), and Accounting Services (via Zion & Company, Inc.). These services are complemented by The McGill & Lyon Dental Advisory subscription membership providing a monthly newsletter and online resources. Educational offerings include in-person CE seminars, speaking engagements, and two podcasts: Drilling It Down and Next Gen DDS. Practice Listings enable dentists to explore buying and transition opportunities. The company positions itself as a comprehensive, integrated advisory firm rather than a standalone software product.

Differentiator

Problem solved

Functional benefit

Brands

• The McGill Advisory: A monthly newsletter subscription product offering tax strategies, financial planning resources, and business insights for dental practice owners.
• Drilling It Down
• Next Gen DDS
• McGill and Lyon Practice Transitions
• McGill and Hassan, P.A.

Products and services

• Tax and Business Planning

Quantifiable outcome

• Tens of thousands of dollars saved on taxes annually for newsletter subscribers

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• McGill and Hassan, P.A.coreStrategic or Co-development PartnerLegal services partner providing guidance on practice sale agreements and other legal needs specific to the dental industry. The partnership offers dentists and specialists protection for their interests, assets, and future.
• Zion & Company, Inc.coreStrategic or Co-development PartnerAccounting services partner providing dental-specific accounting and bookkeeping support including clean financials, proactive advisory, and planning services. Helps clients improve cash flow, reduce tax risk, and plan with confidence.
• McGill and Lyon Practice TransitionscoreStrategic or Co-development PartnerInternal division providing customized practice transition services including buying, selling, bringing on a partner, DSO considerations, and pre-positioning for sale.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cain Watters & Associates: Long-standing dental-specific CPA and wealth advisory firm offering tax planning, accounting, and transition advisory exclusively to dentists. The clearest direct competitor to McGill & Hill's integrated, dental-vertical advisory model.
• Thomas & Associates Dental CPA: Dental-focused accounting and tax advisory firm providing CPA services and practice management counsel to dental practice owners. Comparable niche specialization and SMB customer profile.
• Paradigm Transition (Mike White & Associates): Practice transition and brokerage advisory firm dedicated exclusively to dentists buying and selling practices, including DSO partnership advisory. Direct overlap with McGill & Hill's Practice Transitions division.
• Bentson Clark & Copple: Dental-specific practice transition, appraisal, and brokerage firm serving orthodontists and dentists nationwide. Direct competitor in the transitions/brokerage pillar of McGill & Hill's offering.
• Dental Practice Advisors: Dental-vertical CPA and consulting firm delivering accounting, tax planning, and transition support to dental practices. Smaller-scale direct peer with similar positioning.
• Aldridge Borden & Company: Dental-specialized accounting and practice management firm providing CPA, tax, and transition services to dental practice owners. Comparable vertical focus, geographic scope, and service mix to McGill & Hill.
• Omni Practice Group: Dental practice transition and brokerage firm assisting dentists with practice sales, partnerships, and DSO deals. Mirrors the brokerage dimension of McGill & Hill's service suite.

Emerging players

• Levin Group: Dental practice management consulting firm offering coaching and growth advisory to dentists. Adjacent offering focused on practice growth rather than tax/legal/transition; overlapping target market.

Broad incumbents

• CliftonLarsonAllen (CLA) Healthcare Practice Group: Top-10 US accounting and advisory firm with a dedicated dental and healthcare practice group providing accounting, tax, and consulting to dentists and DSOs. Competes with McGill & Hill on tax and accounting services, but at broader scale and without the dental-exclusive niche.
• Forvis (formerly BKD / Dixon Hughes Goodman healthcare practice): Large national professional services firm with a dedicated dental practice group offering accounting, tax, and transition advisory to dentists. Competes on breadth, brand, and geographic footprint, but lacks the dental-exclusive focus of McGill & Hill.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/McGillHillGroup
• Facebookfacebook.com/mcgillhillgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The McGill & Hill Group