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
Tensions rise between the U.S. and China, creating the possibility of continued disruption and diversion in areas such as technology, foreign policy, and global trade. What are some of the longer term challenges investors should consider? Listen Now as Shannon Saccocia, Chief Investment Officer, provides our analysis.
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In this week’s Family Office Connections podcast, we discuss the art, wine and spirits, and collectibles spaces and how family offices can engage with these industries, risk management considerations and engaging next-gen in collections. Listen now.
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In this week’s CIO Update podcast, Shannon Saccocia discusses how investors should evaluate stocks which have benefited from the pandemic, but may face challenging comparisons in a more normal environment. Listen Now.
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In this week’s Family Office Connections podcast, we are joined by consolidated reporting professionals who specialize in supporting family offices. Our discussion includes the history of consolidated reporting, innovations on the horizon, best practices and risk management considerations. Listen now.
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