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Consulting

Helping clients save money and get better results, while providing a better experience with less stress.

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Real Estate Consulting

Market Study & Analysis

Quantitative and qualitative evaluation of the current market and trends.

Facility Analysis & Inspection

Evaluation and opinion on the physical property.

Competitor Analysis

Report and analysis of similar businesses and competitors in geographical areas.

Disposition / Exit Strategies & Analysis

Evaluation and opinion on the physical property.

Real Estate Development

Represent client to acquire suitable land for the development of medical office building.

Market Gap Analysis

Report and analysis to determine an area’s shortage or surplus in product/services.

Demographic Analysis

Detailed demographic report and analysis of geographical areas.

Negotiation Services

Providing interest-based negotiating strategies and services for real estate, practice transitions, and other business or project related transactions.

Psychographic Analysis

Detailed values based report and analysis of geographical areas.

Financial

Estimated Development Cost Analysis

Financial analysis to determine cost to purchase land and develop commercial property.

Business Analysis & Strategic Planning

Detailed review and analysis of business finances and existing strategies and recommendations to meet desired goals and objectives.

Disposition / Exit Strategies & Analysis

Financial analysis to determine equity (cash) required for commercial real estate project and or acquisition.

Financing (loan) Analysis, Strategies, & Negotiation

Evaluation and strategies to leverage debt for commercial real estate project and/or acquisition.

Practice Pro-forma / Projections

Cash flow modeling and forecasting.

Real Estate Investment Evaluation & Analysis

Analysis to determine the projected performance and suitability of a real estate investment.

Risk Management Analysis & Reduction Strategies

Analysis to determine the risk of a real estate investment and strategies to minimize the risk.

Personal Financial Analysis & Strategic Planning

Detailed review and analysis of personal finances and existing strategies and recommendations to meet desired goals and objectives.

Partnership Formation & Development

Strategies and recommendations for the facilitation of business and/or real estate partnerships.

Practice Transition

Purchase Medical/Dental Practice

Represent buyers to source, evaluate, and negotiate a practice.

Exit Strategies & Analysis

Evaluation and strategies to sell, retire, or exit a practice.

Private Equity Evaluation & Analysis

Evaluation and assessment of corporate or private equity offers.

Business & Operations

C-Suite Services

Providing executive level services to businesses who are too small to hire full time executives, but large enough to have executive level needs.

Leadership Training & Development

Guidance and strategies to help businesses develop future leaders of the company or practice.

Executive Management Development

Guidance and strategies to help businesses develop future executives of the company or practice.

Staff Evaluation & Development

Evaluation and assessment of staff to determine roles, responsibilities, performance, and overall impact on business.

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