Financial planning for practice acquisition and ownership
Buying into or owning a practice is one of the largest financial decisions a health professional makes. I help you plan the finance side, independent of the vendor, the bank, or anyone else with a stake in the deal.
Book a free discovery sessionPractice acquisition decisions move fast and involve a lot of parties, the vendor, the bank, lawyers, accountants, each with their own interest in the deal closing. I help you understand the financial position clearly: what the numbers actually support, how the purchase fits your broader plan, and what ownership means for your cash flow and long-term goals.
I’ve produced Statements of Advice and financial plans for health professionals through exactly this kind of acquisition, working alongside their lawyer and accountant rather than in place of them.
Book a free discovery session