To build a successful practice, it takes vision, execution, and a strong will to succeed. If you are like most business owners, you've worked hard and made many sacrifices to grow your practice. That's why you should put just as much energy into protecting it.

Ask yourself these important questions:

  • Do I have a plan for my business when I retire? How can I sell my practice? 
  • Is my business capable of continuing its success in the event of my or a partner's untimely death or disability?
  • Is my family adequately protected if something were to happen to me?
  • Have I done everything I can to attract, retain, and reward the key employees that are critical to my business?

If you answered "no" to any of these questions, you may want to consider implementing a formal business planning strategy. Proper planning can help you protect your business, attract and retain key employees, and help ensure that your business transfers how you choose.

No business plan is complete without a financial strategy for the unexpected. Start by exploring all your protection options. Develop a long-term strategy that can help protect the continuity of your business should you, a partner, or key employee decide to retire, leave the business, or unexpectedly dies or becomes disabled.

We work together with our medical clients so they can work in their business while we help work on their business. We can help protect your business to ensure its long-term success.



  • Buy-Sell Funding Evaluation
  • Executive Benefit Planning
  • Employee Benefits Programs
  • Succession/Transition Planning