Practice Owners

We recognize the financial challenges faced by medical practice owners and seek ways to maximize their life's work with increased certainty.

We help medical practice owners overcome worry and procrastination through a clear process that addresses:

  • Ensuring your business is protected if you were to leave today.

  • Developing a strategy for business growth before your departure.

  • Effectively leveraging your most valuable assets—your people.

  • Crafting an exit strategy to realize the full value of your life's work.

  • Key Employee

    How will my business continue operations and profitability if a key employee leaves, becomes disabled, or dies?

    Key Employee

  • Buy-Sell Agreement Funding

    Do I have priority in my partner’s shares in the event of death, disability, termination, or retirement?

    Buy-Sell Agreement Funding

  • Retirement Planning

    How will I retire comfortably when most of my net worth is tied up in my business?

    Retirement Planning

  • Succession Planning

    How will I transition the ownership of my business while maximizing my return and minimizing my taxes?

    Succession Planning

  • Business Valuation

    How much is my business worth?

    Business Valuation

  • Coordination of Personal & Business Balance Sheet

    How does your business impact your personal balance sheet?

    Personal & Business Balance Sheet

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Key Employee:

  • Employees are the #1 asset of any business

  • Retention is key to exit

  • Creates a market for sale to an insider

  • Increases salability & purchase price for sale to 3rd party

  • Allows owner to keep business and convert to passive ownership

  • Maintain value in case of unexpected exit due to death, disability, etc.

Buy-Sell Agreement Funding:

A well written AND adequately funded Buy/Sell Agreement is a requirement for any successful business in order to ensure that all parties receive the full value of the business in the future. With a well written and adequately funded Buy/Sell Agreement, the business can continue if death/disability occur and can be easy to unwind and leverage if death/disability don't occur before Exit.

Retirement Planning:

  • Converting your business into cash flow in retirement

  • Maximizing the value of your life's work

  • Coordinate with other assets

  • Mitigating taxes

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Succession Planning:

  • Key Employees Retained?

  • Exit Path Identified?

  • Double Taxation at Sale Addressed?

  • Key Person Risks Covered?

  • Terms at Sale Identified?

  • Post Income Exit Plan?

  • Estate Planning Issues?

Business Valuation:

  • Understanding the value of your business

  • Coordinate value with personal planning

  • Informed decision making

  • Planning & risk management

  • Facilitating transactions

  • Estate & succession planning

  • Compliance & reporting

Coordination of Personal & Business Balance Sheet:

  • Businesses are often the biggest asset on the personal balance sheet

  • The business provides cash flow to the personal balance sheet

  • The business' greatest asset are its people

  • Protect your people, your business and your balance sheet

Schedule your complimentary consultation