Your recommended starting pointStart with Earn & StructureYour answers point first to the way physician income, taxes, entity choices, and retirement planning fit together.Open This Decision HubFacts worth gatheringRecent pay statements and expected bonuses1099 contracts, receipts, and ordinary business costsCurrent withholding, estimated payments, and retirement plansThree guides to read nextCoordinate W-2 and 1099 income→Test whether an S corporation fits→Compare retirement-plan choices→Want a second opinion on this path?Use the recommendation as a starting point. The appropriate scope still depends on complete facts and current law.Review My Income & Tax Plan
Your recommended starting pointStart with Own & OperateYour answers point first to practice profitability, cash flow, owner compensation, reporting, and the decisions behind the numbers.Open This Decision HubFacts worth gatheringRecent financial statements and bank reconciliationsBilling, collection, payroll, and provider reportsDebt, tax, owner-distribution, and near-term cash obligationsThree guides to read nextDefine useful monthly accounting and CFO advisory→Measure real practice profitability→Build a practice cash-flow forecast→Want a second opinion on this path?Use the recommendation as a starting point. The appropriate scope still depends on complete facts and current law.Review My Practice Finances
Your recommended starting pointStart with Buy a PracticeYour answers point first to earnings quality, total cash required, financing, deal structure, and post-close readiness.Open This Decision HubFacts worth gatheringHistorical financial statements, returns, and billing reportsAsking terms, financing proposal, and support for add-backsWorking-capital needs and a realistic post-close forecastThree guides to read nextReview a medical practice before buying→Test purchase affordability→Plan closing and working capital→Want a second opinion on this path?Use the recommendation as a starting point. The appropriate scope still depends on complete facts and current law.Review My Practice Purchase
Your recommended starting pointStart with Sell & TransitionYour answers point first to seller readiness, transferable earnings, deal terms, taxes, usable proceeds, and the physician’s next stage.Open This Decision HubFacts worth gatheringClosed financial statements, returns, payroll, and debt recordsSupport for owner adjustments and transferable earningsOffer terms, allocation, payment timing, and post-sale cash needsThree guides to read nextPrepare the practice financially for sale→Understand purchase-price allocation→Estimate usable net proceeds→Want a second opinion on this path?Use the recommendation as a starting point. The appropriate scope still depends on complete facts and current law.Review My Practice Sale
Your recommended starting pointStart with Risk ReadinessYour answers point first to whether tax returns, payroll, entity records, deductions, and supporting documents tell a consistent story.Open This Decision HubFacts worth gatheringFiled returns, notices, payroll filings, and information returnsEntity records, reimbursements, distributions, and basis supportReceipts, logs, agreements, calculations, and response deadlinesThree guides to read nextAssess physician audit and tax-risk readiness→Respond to an IRS notice→Review S corporation owner transactions→Want a second opinion on this path?Use the recommendation as a starting point. The appropriate scope still depends on complete facts and current law.Review My Tax Readiness