How We Can Help
Foundation
1.Structure.
How you structure your business, assets and investments determine how much of your wealth is protected and how much tax you pay.
Get it wrong and you could lose valuable assets or pay more taxes. This means you need to work more and end with less income or wealth.
We review it to ensure assets are protected and look for opportunities to reduce taxes.
2. Tax Review
Experience tells us that there is a 79% chance medical professionals are paying more tax then they should.
How is that possible?
It could be because you have the wrong structure, the wrong tax strategy or simply not claiming all deductions.
3.Operations
As a practice operator the chances that your practice is good at a lot of things. Equally there are a few things that are not working so well.
This is a review to see what is working and what is not working. From here we can make changes to make your business operate more efficiently.
BUILD CINCOME & CASH
4.Scorecard
We have never met a consistently successful medical practice owner who does not look at their figures or their numbers.
So we spend a bit of time explaining to you what key figures you should be looking at and which ones are important.
5.Cashflow
It seems to disappear, doesn’t it?
Cash and profits are different. So you could make $250,000 profit a year but you look at the bank account and it shows only $12,000.
So we explain to you what the differences are between cash and profit and show you where the money has gone so you can make it abundant.
6.Opportunities
We review your operations to see what opportunities exist to make operations better for you. This is the area we look at how your hours can be reduced and if efficiencies can be found.
LONG TERM WEALTH
7. Invest
We are not financial planners so we have partnered up with financial planners who will meet with you and based on your preferences identify investments that you feel comfortable with.
8.Passive Income
If medical professionals stop working the chances are income significantly drops. This can cause significant financial issues so we look at ways in which we can generate income even when you are sleeping.
9.Exit & Estate Planning
Estate planning is setting yourself up so that generational wealth is efficiently transferred to the next generation.
OUR SIGNATURE SYSTEM
