Our Services
Dental Practice Consulting
Strategic guidance for dental practitioners at every stage—helping you start, grow, acquire, or optimize a profitable, well-managed dental practice with confidence.
Practice Transition & Exit Planning
Plan a smooth, profitable exit from clinical practice. We help dentists nearing retirement structure practice sales, valuations, and transition timelines that protect their legacy and their proceeds.
Partnership & Buy-Sell Advisory
Navigate practice partnerships and buy-sell agreements with clarity. We advise on equitable ownership structures, associate-to-partner paths, and buy-in/buy-out planning.
Disability & Income Protection
Protect the income your clinical skills generate. As a licensed disability insurance agent, we help dentists safeguard their earning power against illness or injury.
Life Insurance & Financial Planning
Secure your family’s financial future with tailored life insurance and long-term planning designed around the unique needs of dental professionals and their practices.
New Graduate & Resident Advisory
Specialized guidance for new dental graduates and post-doctoral residents—from evaluating first associateships and employment contracts to building the financial foundation for a successful career.
Why Dental Professionals Choose LevelUP
Clinical + Business Expertise
With 25+ years spanning the clinical and business sides of dentistry, we bridge the gap between exceptional patient care and a profitable, sustainable practice.
A Trusted Advisory Network
Our advisory board and industry partners include respected professionals across financial services, insurance, and oral surgery—giving you access to a deep network of expertise.
Every Career Stage Covered
From your first associateship as a new graduate to your final practice transition, we provide guidance tailored to exactly where you are in your career.
Ready to level up your dental career?
LevelUP Dental Advisors combines clinical insight with proven business strategy to help dental professionals protect, grow, and transition their practices with confidence.
Meet Our Team & Industry Partners
Jordan Mittler
Founder & Principal
Matthew E. Schiff, CLU, ChFC, WMCP
Jeffrey Benowitz, CLU, ChFC
Bruce Huberman, DMD
Oral Surgery Advisory Partner