The team of professionals at M5 Partners can step in and assist a practice in any of our 5 areas of expertise. To best serve our practices we analyze, monitor and provide management support in each of these critical areas. Likewise, with our open architecture approach to consulting, each of your advisors who have proven to be beneficial to the practice will stay on board moving forward. Our team can simply integrate where we see inefficiencies and manage these key areas in a proven system to create more profitability.You will be assigned one primary consultant who will coordinate the team of technical M5 advisors according to the needs of your practice. You will have the personal cell phone of this consultant and will enjoy VIP level service.
Comprehensive income tax structuring and planning
The “No Surprises” Quarterly Review & Planning Session
General Practice & Personal Accounting Services
Ongoing Tax Compliance Consulting
Cash Flow & Budgeting Analysis – Personal & Business
Training of existing accounting staff for increased efficiency
Financial Forecasts & Projections, Compared to Previous Years
Proactive tax planning strategies
Depreciation cost segregation studies
Review business and personal debt
Dental Practice Efficiency Analysis – payroll, AR, purchasing, etc.
Accounting system setup for new/start-up practices
Preparation of personal financial statements
Preparation of business property statements
Tax Consulting on DDS Corporate Structure
Practice Overhead Analysis
Fee Structure Comparison
TAX & ACCOUNTING
ESTATE & ASSET PROTECTION
Personal & Family Protection
Protection of Business Assets
Advanced Estate Planning
Litigation Support – Preventative Planning
New Practice Acquisitions
Associate Agreements
Partner Buy-in Options
Buy/Sell Agreements
Key-Person Insurance
Business Succession Strategies
Charitable Structures
PRACTICE TRANSITIONS
Purchasing a Dental Practice
Selling a Dental Practice
Adding Associates
Partner Buy-in Options
Designing an Exit Strategy
Retaining Long-term Ownership
Practice Valuations
CFO Transition Support
Document Preparation
Structuring Buy/Sell Agreements
Adding Additional Locations
Financing Assistance
INSURANCE SERVICES
Life
Health
Property/Casualty
Long-term care
Worker’s Comp
Overhead
Umbrella Liability
Key-Person
Buy/Sell Insurance
Professional Liability
Malpractice
Employment Practices Liability Insurance
WEALTH MANAGEMENT
Cash Value Life Insurance
529 College Savings Plans
UGMA (Uniform Gift to Minor’s Act)
UTMA (Uniform Transfer to Minor’s Act)
Real Estate Investments
Annuity Plans
Non-correlated Options
Private Equity Fund of Funds
Private Debt Structures
Non-Qualified Retirement Plans
