Strategic cash flow analysis
Review and collaborate on tax planning
Analyze debt refinance opportunities
Equipment or building expansion
Review partnership and business agreements
Adding associates or partners
Buying or selling practice
Key Man Insurance
Business Overhead Expense (BOE) Insurance
Review and optimize retirement plan based on goals
Competitive benefits package planning including 401(k) plan
Cash balance plan design
The purchase of your home is likely the biggest purchase you have ever made. The time can energy you put into searching, touring, ...
Your employer may have group disability insurance (sometimes called business disability insurance) available. As a physician or dentist, ...