Business Breakups Don’t Have To Be Hard

Business Breakups Don’t Have To Be Hard

As most business owners know, having a solid team around them is imperative to success. What most practice owners don’t realize, however, is that your team should extend to people beyond those who work in your practice.  The truth is, there are many experts who can...
Two Smart Ways to Handle Too Much Business (Or Too Many Patients)

How to THINK like a BOSS

You, probably like many others, got into business for yourself because you want to change the way you and your staff interact with patients and their owners, creating an environment that feels welcoming, exciting, and family oriented. Now you are making money and...
Two Smart Ways to Handle Too Much Business (Or Too Many Patients)

August 2021 White Paper

The business was looking for retention plans, and it all started with the 401(k) We were introduced to a large landscaping company with around 100 employees to assist with implementing a retirement account, so everyone could participate. The impression from the...
Two Smart Ways to Handle Too Much Business (Or Too Many Patients)

May 2021 White Paper

Case Study: How we saved a business owner $90k dollars in taxes when selling to an employee Many business owners have a desire to sell to an employee BUT… The problem is many people who are working inside the business do not have the funding to purchase (or the...