Having worked with hundreds of licensed professionals
in the areas of law, medicine, dentistry, orthodontics,
accounting, and engineering over the last ten years,
we recognize that the business and personal finances
of a licensed professional are inexorably intertwined
and, therefore, require unique financial planning
strategies. Often running their business in addition
to practicing in their area of expertise, these
professionals face serious time constraints and
understand the need for expert advice.
Our clients value our significant experience
in dealing with the unique needs of licensed professionals.
In addition to our general personal financial
planning services, we offer:
•
Strategic Business Planning
•
Practice Owner Coaching
•
Practice Cash Flow Analysis
•
Practice Tax Planning
•
Business Financial Benchmarking
•
Medical/Dental Practice Acquisition Consulting
•
Sale of Practice Analysis
•
Small Business Retirement Plans
•
Financing Negotiations
•
Business Real Estate Consulting |
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