Running a practice means balancing patient care with the decisions that come with ownership. We work through professional corporation and management services organization structures, including the state rules that shape them, partner and associate buy-ins and buy-outs, and compensation formulas across owner and non-owner providers. We also handle equipment purchases and depreciation timing, entity structure for multi-location growth, cash versus accrual decisions and the treatment of insurance receivables, and retirement plans that work when high owner income meets nondiscrimination testing, administered by our TPA team.

Medical and Dental Practice Advisory
Physician groups, dental practices, and multi-location provider organizations. We work within the professional corporation and management company structures these practices run through, whether you’re adding a partner, opening a location, or weighing an offer from a larger group.
Structure, Partner Economics, and Multi-Location Growth
Talk to Someone Who Knows Medical & Dental Practices
Work directly with experienced advisors who understand your industry and are committed to guiding your business through informed financial decisions.
Schedule a ConversationServices We Provide
Partner buy-ins and buy-outs
Provider compensation models
Practice sale and DSO/private equity offers
Retirement plans for high earners
Practice bookkeeping and payroll oversight
FAQs
Should I accept an offer from a DSO or PE-backed group?
We model the after-tax proceeds, rollover equity, and earnout terms so you can compare offers on real numbers.
How should a new partner buy in?
Structure drives tax for both sides; we design it before the agreement is signed.
Cash or accrual?
It depends on size and receivables; we review it annually.