Extended Services
Our Flexibility to Support Your Practice
We are flexible in working with practices in need of our support and expertise.
As a Solutions-based organization, we established partnerships with Attorneys, Insurance Brokers, Wealth Management professionals, Real Estate Agents that we trust with our client’s needs, and can participate in conversations (no cost, subject to location). Recently, we helped our client partners with some of the following, based on their needs.
PRACTICE ADVISORY
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tax strategies
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partner/jr. partner strategies
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practice valuation
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compensation structuring
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mergers & acquisitions
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selling a practice
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due diligence
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tax strategies
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partner/jr. partner strategies
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practice valuation
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compensation structuring
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mergers & acquisitions
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selling a practice
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due diligence
OFFICE INSURANCE
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disability insurance
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employee insurance products
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retirement solutions
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buy/sell agreements
ACCOUNTING & TAX
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monthly responsibilities
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financial statements
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budgeting & forecasting
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bank reconciliations
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payroll services
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12 month analysis
LOAN BROKERAGE
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securing funding for:
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commercial properties
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residential properties
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ATTORNEY AND LEGAL
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malpractice claims
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other professional legal matters
MERGERS & ACQUISITIONS
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consolidating billing and EMR systems
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managed care contracting
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policies and procedures
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marketing & business development
REAL
ESTATE
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finding locations
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purchase or lease options
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estate negotiations
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timeshare opportunities
WEALTH MANAGEMENT
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financial planning
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advisory services
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investment strategies
PROPERTY MANAGEMENT
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24x7 maintenance services
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general maintenance