We’ve been in your shoes

As a professional service firm ourselves, we understand the issues that are common to your practice and we can offer firsthand experience and guidance on the myriad issues facing your business. Whether it’s assisting clients with practice buy-ins or buy-outs or compensation strategies and retirement plan options, we’ve done it ourselves and have helped our clients tackle these unique issues that face professional service organizations.

Our specialties with professional services include:

  • Entity selection
  • Compensation and benefit planning – owners and associates
  • Shareholder/member agreements (buy-ins, buy-outs, deferred compensation)
  • Practice purchase planning
  • Practice sale planning
  • Equipment financing and depreciation options
  • Tax issues on practice transfers to family members
  • Equity needs and cash flow planning
  • Multi-location/multi-state issues
  • Real estate holding companies

Ready to Get Started?

Every experience is customized, so let’s set up a meeting

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