Practice ownership
The practice. And your life.
A buy-in, a distribution or an exit reaches beyond the business. Keep your personal plan in the conversation.
Where the practice meets your plan.
Distributions in context
Size and time distributions against your tax bracket and household cash flow.
Buy-in financing
How you fund a buy-in shapes your debt, liquidity and savings for years.
One balance sheet
For many owners the practice is the largest asset. Your investment and estate plans should account for it.
Decisions we help you prepare for.
Worked through with your CPA, attorney and valuation specialists.
Entity structure
LLC, S corporation, professional corporation or partnership. Weigh tax, liability and flexibility with your CPA and attorney.
Buy-in and buy-out terms
Price, payment schedule, timing and equity are often negotiable. Model the personal impact before you sign.
Practice valuation
Revenue mix, payer contracts, productivity, equipment, real estate and goodwill all affect value. Work from an independent valuation.
Compensation models
Productivity-based, equal split or a hybrid. The model shapes incentives, retention and taxes.
Overhead
Staffing, rent, supplies, technology and insurance. See where spending supports the practice and where it does not.
Transitions
A new partner, a merger, a sale or retirement. Starting years ahead keeps more of the timing in your hands.
Common questions.
What should I bring to a first conversation?
How do you work with my CPA and attorney?
When should we start?
Put the next decision in context.
Tell us what is changing and who is already involved.