Start with the decision
State what is changing, the available options, the deadline, and what feels unresolved. The review stays useful when it is tied to a real decision rather than a broad request to reduce taxes.
A second opinion tests the decision, the assumptions, and the missing questions.
A Physician Financial Second Opinion is a defined review of a major financial concern before a physician makes a hard-to-reverse commitment.
Connect the financial questions
A practice purchase can involve earnings, debt, tax structure, working capital, retirement savings, insurance, and household liquidity. The review identifies which questions belong together and which require another advisor.
Separate facts from assumptions
The review notes what is documented, what is estimated, and what still needs verification. This reduces the risk of building a recommendation on an optimistic forecast or an incomplete record.
Deliver priorities and next steps
The output is scoped to the engagement. It can include key observations, questions to resolve, scenario comparisons, records to obtain, and coordination points for legal, investment, insurance, or valuation professionals.