Industry Focus: Healthcare & Medical Practices
Complex compliance. Dedicated expertise.
Medical and dental practices require highly specialized financial oversight. We help healthcare providers manage profitability, navigate partner transitions, and build long-term wealth.
The Business of Medicine
Running a successful practice while delivering exceptional patient care leaves little room for financial guesswork. Our healthcare practice group understands the nuances of revenue cycle challenges, complex partner compensation formulas, and the increasing presence of Dental and Medical Service Organizations (DSOs/MSOs) in the market.
Practice Accounting
Specialized benchmarking, overhead analysis, and cash flow management tailored specifically to medical and dental clinics.
Partner Compensation
Designing, reviewing, and updating equitable compensation formulas and profit-sharing agreements.
Buy-Sell & Succession
Structuring transitions for retiring partners, onboarding new associates, and independent practice valuation.
DSO/MSO Advisory
Financial preparation and due diligence representation when considering private equity or corporate acquisition offers.
Integrated Wealth Planning
Because medical professionals often face delayed earning years followed by high-income brackets, traditional retirement planning is insufficient. We integrate the practice's tax strategy directly with the partners' personal wealth management, optimizing cash balance plans, medical real estate ownership, and asset protection.
