Optometrists. Chiropractors. Physiotherapists. Veterinarians. If you’ve built a practice around your clinical expertise, you face challenges that we understand: professional corporations, buy-ins and buyouts, practice valuations, associate transitions, and the unique tax planning that comes with incorporation.

Consolidation is coming to every healthcare vertical. Whether you’re years away from a sale or actively fielding offers, now is the time to structure your finances like the institutional buyers you may one day negotiate with.

We help healthcare practice owners with:

• Practice sale and acquisition planning
• Professional corporation optimization
• Access to private market investments—the same asset classes consolidators use
• Coordinating buy-in and partnership structuring
• Retirement and succession planning

You built your practice differently. Invest that way too.