THE PROFESSIONAL PRACTICE OWNER
Protect the practice, reduce risk, and coordinate business and personal planning.
Physicians, dentists, and other practice owners whose business and personal planning are inseparable: the practice is the family’s largest asset and its greatest source of risk.
WHO THIS IS FOR
Healthcare Professionals
- Physicians
- Dentists
- Healthcare professionals
- Practice owners
- Attorneys, CPAs, and engineers in private practice
WHAT YOU’RE TRYING TO ACCOMPLISH
Outcomes first. The legal strategy follows.
- Protect the practice
- Reduce operational risk
- Plan for growth
- Prepare for eventual transition
- Coordinate business and personal planning
THE QUESTIONS WE HEAR
You are probably asking some of these already.
- “How do I structure a practice acquisition?”
- “What protects my personal assets from practice risk?”
- “How should partners come in, and leave?”
- “What does regulatory guidance look like day to day?”
- “How do the practice plan and the family plan fit together?”
HOW WE HELP
Trusted counsel for this stage, and the ones after it.
THE RELATIONSHIP JOURNEY
Clients evolve. Our relationship evolves with them.
- Step 1
Training and first practice
- Step 2
Practice ownership
- Step 3
Growth and partners
- Step 4
Asset protection
- Step 5
Practice acquisition or sale
- Step 6
Succession
- Step 7
Retirement
Success is not measured by how many matters we open. Success is measured by how many stages of life we help clients navigate.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
STAY CONNECTED
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NEXT STEP
Protect the practice, reduce risk, and coordinate business and personal planning.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.