Platform
Business Advisory Services
Custom-built for HEALTHCARE TRAVELERS, INDEPENDENT PRACTITIONERS, SOLOPRENEURS, & PRIVATE PRACTICES. Our expert advisors combine industry experience with personalized service to empower healthcare professionals to thrive in a dynamic healthcare landscape. Partner with us to transform your practice, maximize your potential, and deliver exceptional patient care.
Entity Formation Advisory
Our Entity Formation Advisory services provide expert guidance to help entrepreneurs and business owners select and establish the optimal legal structure for their new or evolving ventures. We analyze your business goals, operational needs, and tax considerations to recommend the most advantageous entity type—whether it be a sole proprietorship, partnership, LLC, corporation, or other structures.
Key Features:
- Evaluation of entity options based on liability, tax implications, and management preferences
- Assistance with registration and compliance requirements at federal, state, and local levels
- Guidance on governance structures, operating agreements, and bylaws
- Support with obtaining necessary licenses, permits, and tax IDs
- Strategic advice to facilitate future growth, investment, and succession planning
- Ongoing advisory to adapt entity structure as your business evolves
With our Entity Formation Advisory, you gain a solid legal and financial foundation that aligns with your vision, minimizes risks, and positions your business for long-term success.
Reasonable Compensation
Healthcare practitioners and private practices that elect S-Corporation status face unique challenges in determining reasonable compensation due to IRS scrutiny and healthcare regulatory requirements. Our Reasonable Compensation Advisory services provide specialized guidance to help S-Corp electing practices establish compliant, well-documented compensation structures that balance tax efficiency with regulatory compliance.
Key Features:
- In-depth analysis of IRS guidelines on reasonable compensation specific to S-Corporation shareholders in healthcare
- Benchmarking compensation against industry standards, specialties, and regional data
- Evaluation of salary, distributions, bonuses, and benefits to ensure proper classification and avoid IRS penalties
- Preparation of detailed reports to support compensation decisions during audits or regulatory reviews
- Strategic advice to optimize tax savings while maintaining defensible compensation practices
Our advisory services empower S-Corp electing healthcare practices to confidently structure compensation that meets regulatory expectations, minimizes audit risk, and supports long-term financial health – so you dont have to rely on conventional wisdom or rules-of-thumb!
Business Plans
Navigating the complexities of securing SBA financing requires a clear, comprehensive, and compliant business plan—especially for healthcare practitioners and private practices. Our SBA-Compliant Business Plans are expertly crafted to meet the stringent requirements of the Small Business Administration, helping you access critical funding to start, grow, or expand your healthcare practice.
Key Features:
- Detailed executive summary highlighting your healthcare practice’s mission, services, and competitive advantages
- Comprehensive market analysis tailored to healthcare industry trends and local demographics
- Clear operational plans addressing staffing, regulatory compliance, and patient care protocols
- Financial projections including revenue forecasts, cash flow analysis, and profit margins aligned with SBA standards
- Identification of risks and mitigation strategies specific to healthcare practices
- SBA-focused documentation to support loan applications, including collateral and personal financial statements
- Customized to meet SBA guidelines for various loan programs such as 7(a) and CDC/504 loans
Our specialized business plans provide healthcare practitioners with a professional, persuasive roadmap that enhances your chances of SBA loan approval and positions your practice for long-term success.
Budgeting & Forecasting
Effective budgeting and forecasting are essential for healthcare practitioners and private practices to manage financial performance, optimize resources, and plan for sustainable growth. Our specialized Budgeting & Forecasting services provide actionable insights tailored to the unique operational and regulatory challenges of the healthcare industry.
Key Features:
- Development of detailed budgets aligned with your practice’s goals, patient volumes, and service offerings
- Cash flow forecasting to ensure liquidity and support operational needs
- Analysis of revenue streams including patient billing, insurance reimbursements, and ancillary services
- Expense management focusing on staffing, supplies, compliance costs, and overhead
- Scenario planning to prepare for changes in healthcare regulations, reimbursement rates, and market conditions
- Regular financial performance reviews and variance analysis to keep your practice on track
- Customized reports designed for healthcare practitioners, practice managers, and stakeholders
Our budgeting and forecasting expertise helps healthcare practices make informed financial decisions, improve profitability, and navigate the complexities of healthcare finance with confidence.
Business Valuation
Our Business Valuation & Appraisals service provides precise, reliable valuations to support a wide range of business needs, including buying/selling a practice, merging practices, admitting a new partner, partnership dissolution, financing, tax planning, divorse proceedings, and succession planning. We specialize in SBA-compliant valuations, ensuring your business appraisal meets the stringent requirements set by the Small Business Administration for loan approvals and other SBA-related transactions.
Key Features:
- Comprehensive business valuations using income, market, and asset approaches
- SBA-compliant valuations tailored to meet Small Business Administration guidelines
- Support for SBA loan applications, refinancing, and business acquisitions
- Detailed financial analysis and industry benchmarking
- Valuations for tax reporting, estate planning, shareholder disputes, and litigation support
- Clear, well-documented appraisal reports designed for regulatory and stakeholder review
Our experienced valuation professionals combine technical expertise with industry knowledge to deliver accurate, defensible valuations that help you navigate complex financial decisions and SBA processes with confidence.
Exit Planning
Our Succession & Exit Planning services help business owners strategically prepare for a smooth transition of leadership or ownership, ensuring the long-term success and legacy of their company. We work closely with you to develop customized plans that align with your personal goals, business objectives, and financial needs.
Key Features:
- Comprehensive assessment of business value and readiness
- Identification and development of internal and external successors
- Tax-efficient exit strategies and financial planning
- Structuring of buy-sell agreements and legal documentation
- Risk management and contingency planning
- Guidance on ownership transfer, mergers, or sale processes
- Support for family-owned businesses and multi-generational transitions
By leveraging our expertise, you can confidently navigate the complexities of succession and exit, maximize business value, and secure a seamless transfer that protects your legacy and supports your future goals.
Outsourced CFO
Our Outsourced CFO Services provide businesses with expert financial leadership without the full-time cost. Designed for startups, growing companies, and organizations seeking strategic financial guidance, our seasoned CFOs offer comprehensive financial management tailored to your unique needs.
Key Benefits:
- Strategic financial planning and forecasting
- Cash flow management and optimization
- Budget development and monitoring
- Financial reporting and analysis
- Risk management and compliance oversight
- Fundraising support and investor relations
- Cost control and profitability improvement
By leveraging our Outsourced CFO Services, you gain access to high-level financial expertise that drives informed decision-making, enhances operational efficiency, and supports sustainable growth—all while maintaining flexibility and cost-effectiveness.
Financial Planning
We partner with Cognis Group LLC, a registered investment advisor (RIA) to provide comprehensive, goals-based financial planning, investment advice, personal & business tax advice, and retirement planning.
Healthcare professionals face unique financial challenges and opportunities that require specialized planning and investment strategies. Our Financial Planning and Investment services are designed to help you build and preserve wealth, manage cash flow, and achieve your long-term financial goals while navigating the dynamic healthcare environment.
Key Features:
- Personalized, goals-based financial planning
- Investment strategies aligned with your risk tolerance, career stage, and financial objectives
- Retirement planning including tax-advantaged accounts and succession considerations for private practices
- Tax-efficient strategies designed for independent practitioners and healthcare business owners
- Risk management including insurance planning to protect your income and practice assets
Our expert advisors understand the distinct needs of healthcare professionals and provide comprehensive financial solutions that support your career flexibility, financial security, and business success.
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