BLUE WATER DENTAL LLC

What BLUE WATER DENTAL LLC does

Bluewater Dental Advisors LLC is a niche financial advisory firm founded in 2010 and headquartered in Mount Pleasant, South Carolina, that serves exclusively dental practice owners — including dentists, orthodontists, periodontists, and oral surgeons operating solo or group practices in the Southeast US. The firm was co-founded by Steven Huskey and Brandon Wilson and operates through Park Avenue Securities LLC, a registered broker-dealer and wholly owned subsidiary of Guardian Life Insurance Company of America, which provides the securities and advisory infrastructure that enables the firm to distribute investment and insurance products.

The firm's service offering is built around a proprietary 5-step financial planning process — drafting a financial mission statement, building a business owner blueprint, leading with a cash flow plan, protecting against three "black swan" risks, and growing through people. Service lines include wealth management, protection analysis, cash flow analysis, employee retention planning, exit and business succession planning, tax strategy, retirement planning, and student loan planning, all specifically tailored to the financial complexity faced by dental professionals. The firm also publishes educational content via a blog, resource center, financial calculators, a tax resources center, glossary, and a 1-hour CE credit course on exit planning.

The firm operates a sales-led, relationship-based go-to-market motion, using free practice valuations, complimentary consultations, and educational content as primary demand generation channels. Revenue is generated through advisory fees and commissions on insurance products sold through the Park Avenue Securities relationship. The firm has six identified team members — two co-founders, two financial representatives, a chief marketing officer, and a client services coordinator — and serves primarily mid-market dental practice owners in the Southeast US, with possible geographic expansion into Tampa, Florida.

Name

BLUE WATER DENTAL LLC

Legal name

Bluewater Dental Advisors LLC

Website

https://bluewaterdentaladvisors.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Bluewater Dental Advisors LLC is a Mount Pleasant, South Carolina-based financial advisory firm serving dental practice owners (dentists, orthodontists, periodontists, oral surgeons) with wealth management, retirement, exit and succession planning, tax strategy, and practice valuation services, operating through Park Avenue Securities.

Ownership category

akta.pro rank

Headquarters

HQ city

Tampa, Florida

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: The company provides financial advisory services to dental practice owners including wealth management, retirement planning, protection analysis, and exit/succession planning. Revenue appears to be generated through advisory fees and potentially commissions on insurance products sold through Park Avenue Securities.
2. Practice Valuation: Free practice valuation services offered to attract prospects into the sales funnel. This is used as a lead generation tool rather than a revenue-generating service.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Bluewater Dental Advisors is a specialized financial advisory firm that delivers wealth management, retirement planning, exit/succession planning, protection (insurance) analysis, tax strategy, cash flow analysis, and student loan planning services exclusively to dental practice owners. The firm combines ongoing personal and business financial planning with a no-cost practice valuation funnel and a 1-hour CE credit course on exit strategy, positioning itself as a long-term financial partner to dental entrepreneurs through their full business lifecycle.

Product overview

Bluewater Dental Advisors is a financial advisory firm that offers a comprehensive suite of financial planning services specifically tailored for dental practice owners. The firm provides both advisory services and educational tools, including Wealth Management, Protection Analysis, Cash Flow Analysis, Employee Retention Planning, Exit/Business Succession Planning, Tax Strategy, Retirement Planning, and Student Loan Planning. Additional offerings include a no-cost Practice Valuation tool, a 1-hour CE Credit course on exit strategies, and various calculators and educational resources. The firm's 5-step process includes drafting a financial mission statement, building a business owner blueprint, leading with a cash flow plan, protecting against Three Black Swans (risks), and growing through people. Securities and advisory services are offered through Park Avenue Securities LLC (PAS), a wholly owned subsidiary of The Guardian Life Insurance Company of America.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management

Quantifiable outcome

• Studies from LIMRA show about two-thirds of business owners don't have a plan for exiting their business—and for dental practice owners, that number is even higher
• +1 more outcomes

Segments1 record

Ideal customer profiles1 record

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 and minor.

• Park Avenue Securities LLC (PAS)coreGTM or Marketing PartnerPark Avenue Securities LLC is a registered broker-dealer and SEC-registered investment advisory firm that provides the securities infrastructure for Bluewater Dental Advisors. PAS, member FINRA/SIPC, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. Bluewater Dental Advisors offers securities products and advisory services through this partnership. OSJ location: 6115 Park South Dr Suite 200, Charlotte, NC 28210.
• KLAS SolutionsminorStrategic or Co-development PartnerKLAS Solutions is a dental-specific transition consulting firm that provides guest-authored content for Bluewater Dental Advisors' blog. They specialize in helping dentists with practice transitions and exit planning. The content partnership provides educational resources for Bluewater's dental practice owner audience.
• McLerran & AssociatesminorStrategic or Co-development PartnerMcLerran & Associates is a dental practice transitions firm specializing in mergers and acquisitions for dental practices. They have facilitated over 1,000 dental practice sales and provide guest-authored content for Bluewater Dental Advisors' blog on topics including private buyer sales vs. DSO transitions.

Scale indicators2 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• McLerran & Associates: Dental practice transitions firm specializing in M&A and sales of dental practices, with over 1,000 facilitated transactions. Already a content partner of Bluewater; competes for the same dental practice owner audience around exit and succession advisory.
• Cain Watters & Associates: One of the most established dental-specific financial advisory and CPA firms in the US, serving dentists with wealth management, practice transitions, and exit planning. Directly comparable to Bluewater Dental Advisors in vertical specialization, target customer (dental practice owners), and core service mix.
• KLAS Solutions: Dental-specific transition consulting firm helping dentists with practice sales, partnerships, and DSO transactions. Already identified as a Bluewater content partner; overlaps directly in dental exit planning and succession advisory.
• Dentist Advisors: Independent RIA specifically focused on financial planning for dentists and dental practice owners, offering retirement, investment, debt, and exit planning. Closely aligned with Bluewater's vertical positioning, service offerings, and target buyer.
• Professional Transition Strategies: Dental and healthcare practice brokerage and transition advisory firm serving practice owners planning to sell, buy, or merge. Comparable to Bluewater in serving the same buyer/seller lifecycle of dental practice owners.

Broad incumbents

• Forvis (formerly LarsonAllen / DHG): Top-10 US accounting and advisory firm with a dedicated dental practice services group offering tax, valuation, and transition advisory to dental practice owners. Comparable vertical specialization but operating as part of a much broader professional services portfolio.
• Wells Fargo Practice Finance: National bank's specialized practice finance unit providing lending, banking, and financial solutions to dental and healthcare practice owners. Comparable target customer (dental practice owners) and overlap in exit/growth financing, though within a much larger banking platform.
• Wipfli LLP: Large US accounting and advisory firm with a dedicated dental practice industry group covering tax, succession planning, and consulting for dental practices. Comparable in serving dental practice owners but as a regional/national multi-disciplinary firm.
• UBS Healthcare Practice Solutions: Wealth management and banking group within UBS serving healthcare and dental practice owners with investment, lending, and exit planning services. Comparable service mix but as part of a global wealth management platform rather than a vertical specialist.
• Bank of America Practice Solutions: National practice lending and banking division of Bank of America serving dental, medical, and veterinary practice owners with financing and wealth integration. Comparable buyer base but with a much broader product set and national footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/blue-water-dental-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 BLUE WATER DENTAL LLC