FOR MEDICAL AND DENTAL PRACTICE OWNERS
Your practice is not an ordinary closely held business.
Professional ownership rules, clinical authority, payer relationships, patient obligations, and owner dependence can change what is possible. We bring those realities into one coordinated plan for the practice, the owner, and the family.
A FOCUSED BUSINESS-OWNER PRACTICE
Ordinary planning documents can fail under healthcare constraints.
A will or trust may name the intended beneficiary, while professional-ownership rules limit who may hold the interest. A power of attorney may support business administration, but it cannot create a professional license. A promising sale may still depend on payer enrollment, credentialing, clinical continuity, record custody, and regulatory review.
We begin by understanding the complete architecture before recommending documents or transactions.
THE QUESTIONS THAT DESERVE ONE COORDINATED ANSWER
Can the right people lawfully own, control, or receive value from the practice?
Who can keep the business operating—and arrange clinical coverage—if you cannot?
Will payer, credentialing, licensing, or record obligations disrupt a transition?
Do the estate plan and practice agreements produce the same result?
Is a buyout actually fundable at a defensible value?
Will the practice retain value when your clinical production declines or ends?
THE HEALTHCARE PRACTICE-OWNER DIAGNOSTIC
A disciplined review before implementation.
This paid advisory engagement examines the practice’s documents, structures, dependencies, and the owner’s objectives. It is designed to identify what is aligned, what remains unknown, what requires prompt attention, and where focused specialist advice should be integrated.
01 / Gather
We collect the governing, estate, financial, insurance, employment, payer, facility, and transition materials relevant to the owner’s goals.
02 / Test
We examine ownership, control, liquidity, and continuity across incapacity, death, license loss, partner departure, and an anticipated sale or succession.
03 / Coordinate
We translate the findings into an ordered roadmap and frame precise questions for healthcare, tax, valuation, benefits, insurance, or other specialists when needed.
WHAT THE REVIEW MAY ENCOMPASS
The practice, the owner, and the family—considered together.
Ownership and professional control — We examine the professional entity, management and real-estate companies, ancillary interests, governing documents, and intended transfers without assuming that an ordinary business or estate-planning solution is legally available.
Death, incapacity, and license events — We separate clinical authority from administrative authority, then test who can handle payroll, banking, billing, records, urgent patient needs, and ownership decisions when the owner cannot act.
Partners, associates, and buy-sell planning — We review governance, compensation, admission and departure terms, ownership pathways, valuation, funding, and the consequences of death, disability, retirement, divorce, or loss of license.
Payers, records, and operational dependencies — We identify credentialing, enrollment, billing, patient-record, insurance, facility, debt, and contract dependencies that may affect continuity, value, or a contemplated transaction.
Transferable value and sale readiness — We consider owner dependence, provider retention, reporting quality, consents, real estate, personal guarantees, transaction structure, and the practical work required before transition.
Family, estate, tax, and liquidity coordination — We connect the practice to the owner’s household wealth, estate plan, insurance, retirement resources, tax posture, and the cash required during disability, death, buyout, or sale.
YOUR TANGIBLE RESULT
A roadmap built for the decisions ahead.
The diagnostic does not end with a pile of observations. It produces a practical sequence: immediate matters, material issues to resolve before implementation, longer-range planning, dependencies among advisors, and evidence that each step is complete.
Healthcare planning roadmap
A map of the practice and related entities
Priority risks and unresolved decisions
Death, incapacity, and transition scenario tests
A sequenced legal and advisory roadmap
Focused questions for needed specialists
Prepared for the particular owner and practice.
WHOM WE SERVE
For owners who need more than disconnected advice.
Our focused work is designed for physicians, dentists, and other licensed healthcare professionals who own or control an established practice, including practices with partners, associates, management companies, real estate, ancillary interests, or a contemplated internal or third-party transition.
Thomson Law Firm serves as coordinating counsel. When an issue requires a healthcare-regulatory, tax, valuation, benefits, employment, insurance, or other specialist, we define the question and integrate that advice into the larger plan.
A PRIVATE CONSULTATION
Begin with a considered conversation.
Tell us what has changed, what matters most, and what you would like the future to hold.