I help healthcare businesses increase profits and save money in taxes. My practice region includes Central and Northeastern WI as well as clients in multiple states around the country. I work with doctors of all specialties, dentists, and veterinarians advising them on practice management, taxes, retirement plan strategies, doctor compensation calculations, buyins/buyouts, acquisitions, or exit strategies. I prepare financial statements and corporate and individual tax returns. I also help businesses clean up their financial statements to accurately reflect EBITDA ensuring the practice is telling the right story to potential investors.
My ideal referral is independent healthcare practices such as radiology, orthopedic, dermatology, and other specialty groups, dentists, veterinarians, and chiropractors. Other ideal referrals are medi spas, hair salons, medical spas, and wellness centers.
