As a professional, you have worked hard to build your practice and clientele to secure your financial future. As a firm founded and managed by professionals, we can relate to the challenges that you face financially and operationally. Fortunately, we have the knowledge and experience to help you navigate through them.

Areas of Expertise for Medical Professionals

MEDICAL CLINICS/GROUPS

  • Succession Planning (Admitting & Retiring Doctors)
  • Ownership Structure
    • Incorporation
    • Partnership
  • Methods of Income Allocation
  • Methods of Cost Sharing
  • Internal Systems
  • Building ownership

PROFESSIONAL CORPORATIONS

  • Tax Minimization
  • Investment strategies
  • Employee Tax Issues (taxable benefits, etc.)
  • Tax Returns, Consultations, Compliance, Planning
  • Family Shareholders

MEDICAL PROFESSIONAL

  • Individual Tax & Compliance
  • Retirement Planning
  • Estate Planning
  • Wealth Planning

TAX

  • Using Professional Corporations (PCs)
  • Harmonized Sales Tax & Exempt Services
  • Employee Tax Issues (taxable benefits, etc.)
  • Tax Returns, Consultations, Compliance, Planning

FINANCE

  • Collateralizing Capital
  • Use of Management Companies
  • Income Allocation Calculations
  • Employee and Associate Considerations
  • Analysis of Returns on Billings
  • Cash Flow Management
  • Internal Controls & Procedures

Additional Services

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Valuation/Litigation Support

  • Valuations for:
    • New doctor buy-ins and buy-outs
    • Shareholder disputes
    • Reorganizations
  • Expert witness testimony: corporate finance, valuation
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Financial Management

  • Virtual CFO
  • Contract Controller services
  • Bookkeeping
  • Quality of Earnings
  • Financial modelling/forecasting
  • Profitability analysis (with sensitivity)
Get a Complimentary Financial Healthcheck today!