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 Having worked closely with doctors and small business owners for over 34 years, we are familiar with the issues specific to both. We offer specialized services to help ease the administrative burdens of running a successful practice or small business.
These services include:
 Business entity and structure analysis
 Doctor contract negotiations
Banking arrangement and loan financing review
Legal documentation and requirements
consulting
Open architectured solutions for 401(k) plans
Retirement plan consulting
Employee benefits analysis
Analysis and/or creation of key person
compensation benefit arrangements
Financial planning workshops for staff
employees
Continuity/Succession planning
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