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.

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PRACTICE ADVISORY
  • tax strategies

  • partner/jr. partner strategies

  • practice valuation

  • compensation structuring

  • mergers & acquisitions

  • selling a practice

  • due diligence

  • tax strategies

  • partner/jr. partner strategies

  • practice valuation

  • compensation structuring

  • mergers & acquisitions

  • selling a practice

  • due diligence

Branding Materials
OFFICE INSURANCE
  • disability insurance

  • employee insurance products

  • retirement solutions

  • buy/sell agreements

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ACCOUNTING & TAX
  • monthly responsibilities

  • financial statements

  • budgeting & forecasting

  • bank reconciliations

  • payroll services

  • 12 month analysis

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LOAN BROKERAGE
  • securing funding for:

    • commercial properties

    • residential properties

Court
ATTORNEY AND LEGAL
  • malpractice claims

  • other professional legal matters

Web Consultation
MERGERS & ACQUISITIONS
  • consolidating billing and EMR systems

  • managed care contracting

  • policies and procedures

  • marketing & business development

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REAL
ESTATE
  • finding locations

  • purchase or lease options

  • estate negotiations

  • timeshare opportunities

Stock Exchange
WEALTH MANAGEMENT
  • financial planning

  • advisory services

  • investment strategies

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PROPERTY MANAGEMENT
  • 24x7 maintenance services

  • general maintenance