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
As talk of inflation becomes more prevalent throughout the investment community and news media, many are concerned for the health of their portfolios. To help investors understand the potential impact of inflation on a diversified portfolio, Boston Private’s Emmett Maguire and Garrett Mancini demystify the characteristics of inflation and offer strategies for hedging your portfolio during the current investment climate.
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The first five months of the year have produced strong equity returns and muted bond returns against the backdrop of strong economic data and COVID-19 containment. Going into the summer, a pause may be in the works.
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Discover the evolving priorities, perceptions and beliefs that define our relationship with wealth. The latest WHY of Wealth® survey findings reveals the influence one’s age and profession have on feelings regarding wealth as well as the significant changes in attitudes brought about by the COVID-19 pandemic.
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There are many considerations to take into account when planning your retirement. Hear our Director of Financial Planning discuss the items that make for a successful retirement.
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