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Brett Dahler

Transition Specialist at JW Advisory

Location undisclosed Website (617) 753-6458
Updated September 2026

About

Brett Dahler guides practice ownership transitions as a Transition Specialist at JW Advisory. He draws on more than 15 years of practice finance and lending expertise. He supports clients through every stage of the transition process. His approach connects lending, valuation, and deal structure. He spent nearly seven years at Provide, helping healthcare professionals finance practice acquisitions, startups, and expansions. Earlier, he worked as a Lending Consultant at Telhio Credit Union in Columbus, Ohio. He also served as a Senior Mortgage Banker at Congressional Bank in Columbus, Ohio. He began his career as a Relationship Account Officer at Bank of America. There, he specialized in practice finance solutions for dentists and medical doctors.

Who is a good fit for Brett Dahler

  • Practice owners seeking guidance through the stages of an ownership transition.
  • Healthcare practice buyers seeking an advisor with acquisition financing experience.

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Frequently Asked Questions

Brett Dahler guides clients through every stage of practice ownership transitions at JW Advisory. He draws together lending, valuation, and deal structure to inform his guidance.

Brett Dahler brings more than 15 years of practice finance and lending expertise. He spent nearly seven years at Provide. There, he helped healthcare professionals finance acquisitions, startups, and practice expansions.

Brett Dahler began at Bank of America as a Relationship Account Officer, specializing in finance for dentists and medical doctors. He later served as a Lending Consultant at Telhio Credit Union in Columbus, Ohio. He also worked in Columbus as a Senior Mortgage Banker at Congressional Bank.

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