Business Advisory Services.
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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.
Reasonable Compensation.
Freelancers 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
Business Planning & Budgeting.
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.
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.
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..
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.
