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Who Benefits from Our Services
Our clients are medical and dental practices, and family-owned businesses. We assist them with things like—
- Personal financial planning
- Strategic planning for business and personal goals
- Transfer of business to next generation
- Valuation of business (Outsourced)
- Analysis of qualified pension plans
- Tax planning*
- Business insurance
- Choosing a business entity
- Indicators for financial and operational success
- Investment management via sailing and rowing strategy
- Shareholder and/or employment contracts
- Strategies for compensation, cost management, productivity, capacity, staffing, accounts receivable, and more.
- Assistance with the transfer of the practice
- New physician/dentist buy-in and buy-out
*Representatives of LPL Financial do not offer tax advice. For all tax matters, consult your tax professional.
