Professionals in private practices — law firms, accounting firms, and medical, dental, or veterinary practices — have unique financing needs. We tailor solutions for private practice professionals throughout your career, whether you are acquiring, expanding, or simply seeking strategies to improve cash flow.
Financing Partnerships
Having the opportunity to become a partner in a practice is a significant investment in your future. But you may have substantial student loans or other expenses that can make raising the funds seem daunting. Our lenders understand how to evaluate your balance sheet and underwrite your situation. We can help qualified individuals with a professional loan tailored to your needs.
Preparing for Retirement
Thinking about selling your practice? We can help you plan for this liquidity event. Perhaps current employees are offering to buy out your practice, or maybe another practice is looking to expand, whatever your situation may be, we can work with you on financing options as well as help you plan for retirement. Selling your practice isn’t a simple transaction. It’s a life transition. We’ll partner with you throughout the process.
Related Services
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Residential Mortgage |
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Wealth Planning |
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Concierge Private Banking |
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Partner Equity Purchase Financing |
Our Thinking
Searching for hidden gems well into a strong market run. If economic growth rates begin to slow, will the corresponding market pullbacks present opportunities to add to equity positions? We examine the sectors that continue to show promise following the pandemic lows of last year.
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Using debt strategically is an often overlooked part of a tax-efficient wealth plan. Hear our experts Karen Roses and Gerald Baker as they share examples of how they work with our clients to creatively use debt.
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With several metrics indicating that stock valuations are currently stretched and equities may be due for a correction, we examine factors in play during the remainder of 2021 and beyond. Using two valuation approaches and assessing known risks to earnings and returns, we provide our views on equity trends in the upcoming couple of years.
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In Part Two of this commentary, we continue our analysis of the factors on the horizon that may impact equity performance. Today, we’ll review possible risks and trends that are expected to emerge in the months to come.
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