We provide all services related to and associated with the purchase and/or sale of a practice.
• Identify practices seeking associates-to-buy opportunities.
• Identify associates looking for buy-in buy-out opportunities.
• Provide consulting and advisory services leading to partnerships.
• Identify opportunities for associates.
• Assist and consult in partnership / associate dissolution.
Our team has worked with many accountants and attorneys throughout the State of Florida. We are able to provide referrals to those who are familiar with these practice transitions.
• Consult with your accountant and attorney to determine the tax implications of your transaction.
• Work with your accountant to set up accounts and expense categories.
• Assist you and your attorney in the preparation of transition documents.
• Provide the financial package preparation and develop relationships with financial institutions for practice acquisitions, expansion or relocation, debt consolidation or financial planning.
