Kathy Ells

Owner

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Experienced and accomplished sales professional with a strong focus on lending, specializing in the dental industry.
Successfully facilitated the transition of over 1,500 dental loans, delivering tailored solutions for various lending needs such as practice startups, expansions, acquisitions, buy-ins, buy-outs, business loan refinancing, practice equity,
equipment, and working capital loans. Since 1990, I have dedicated my expertise primarily to working with dentists, while also gaining valuable experience in veterinary, medical, and optometry fields. Throughout my career, I have excelled in building and growing the northeast territory from the ground up, even amidst
challenging economic conditions. Leveraging my extensive field experience, I have effectively implemented strategic sales and business development practices to drive the success of the territory. The financial solutions market is highly competitive, demanding agility, precision, and deep knowledge of the industry, competition, and internal processes. By prioritizing customer relationships and understanding their unique needs, I have fostered a high level of trust within the
marketplace. Additionally, my passion for sharing knowledge has led me to engage in lecturing at higher educational institutions,
regional tradeshows, and national trade shows since 1993. I have contributed to published articles and played a key role in developing templates, workbooks, and guidelines for both internal and external purposes. As a buyer representative, combining my expertise in sales, lending, processes, and extensive industry knowledge, I am well-equipped to deliver exceptional results, drive successful practice transitions and startup growth, and provide invaluable support to clients in the ever-evolving financial landscape.

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