Services

Our firm has chosen to develop the veterinary and dental segments because they are two capital-intensive medical based professions. Similarities exist in staffing issues, compensation, office management, accounting systems, contractual arrangements, marketing, and the discretionary nature of veterinary and dental professional services offered to the public.

All consultants and accountants of our firm work on your behalf as part of your team, and conduct themselves in the most professional manner. We have a commitment to provide professional competency, excellence, and quality service through experience, education, and a mutual interest in your future.

We understand the intricacies and unique issues facing veterinary and dental practitioners. We provide our clients with creative viewpoints and solutions based on nearly three decades of knowledge and expertise.


Investment dice

Tax & Accounting

  • Calculated value reports
  • Tax planning for mergers, acquisitions, consolidations, and liquidations
  • Budgeting and cash flow projections
  • Practice design and construction assessment
  • Employee compensation and benefits planning
  • Lease vs. purchase decisions
  • Assistance in obtaining bank financing
  • Tax planning for corporations, partnerships, individuals, and estates
  • Cash vs. accrual methods

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Consulting

Practice Operations Consultation Services

  • Practice sale/purchase, planning, structuring, and negotiation
  • Calculated values of practices for sale/purchase and business operations planning
  • Review of buy-sell agreements, lease agreements, confidentiality agreements, employment agreements, vendor agreements, and financing agreements
  • Insurance adequacy reviews
  • Internal control and operations review
  • Activity-based management programs
  • Strategies for successful account collection
  • Profitability studies and projections
  • Succession planning

Human Resource Consultation Services

  • Job description drafting and review
  • DiSC profile assessment
  • Market research compensation studies
  • Interview and position consultation
  • New hire and employee manual consultation and review
  • Personnel cost analysis/efficiency and payroll consultation