Our Services

We’ve developed knowledge in 6 financial areas
to position you for an exceptional retirement.

Protect Against the Unexpected

Optimizing Insurance

Grow Your Nest Egg

Investment Management

Generate Income For the Rest of Your Life

Retirement Planning

Discover the Value of Your Practice

Business Valuation

Create an Exit Strategy

Exit Planning

Attract & Retain High-Quality Employees

Employee Benefits



Linda would like to exit her practice as soon as possible if she is able to maintain the same lifestyle she lives today.

The Background:

Linda, 57, has been the sole owner of her private practice for 28 years.  She leases a 5,000 sq ft clinic with 6 full time employees and 25 independent contractors. 

The Challenges:

Linda does not know anyone interested in buying her practice. She would like to sell the practice sooner than later.  Linda has never had a valuation calculated for her business.

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Nancy would like to maintain the legacy she’s built by transferring the practice to an employee in 6-10 years.

The Background:

Nancy, 46, has been operating her private practice for 14 years.  She has grown from renting a 200 sq ft. clinic space with a part-time bookkeeper to owning a 3,000 sq ft clinic with 12 full-time employees.

The Challenges:

Nancy is fearful that other therapists will leave for better benefits. Nancy has a clear vision for the practice and does not want to give up control until she exits. Nancy does not know a reasonable time frame is to exit the practice.

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Get financially organized, build a savings plan and invest for goals like children’s education and retirement.

The Background:

Melissa, 41, has been the sole owner of her private practice for 5 years. After working with a private practice consultant, Melissa launched her sole proprietorship to better accommodate her desire for work/life balance.

The Challenges:

Melissa and Tom earn nice incomes but do not have a strong grasp of their monthly cash flow. Melissa and Tom are unsure if they made the right elections from Tom’s employer-offered benefits. Melissa and Tom do not have a consistent savings plan in place.

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Ready To Reduce Risk, Maximize Value,

Leave on Your Terms? Then Let’s Get Started