Medical Practices

Our Expertise

Managing change, no matter what’s next

In healthcare today, change is happening at unprecedented speeds. Keeping up with industry trends and the complexities of tax planning, regulatory, and reimbursement environments is challenging enough, but on top of that, your organization still must consider infrastructure, maximizing revenue capture, and managing risk. That’s where we come in.

Our medical practices team has the expertise to provide comprehensive audit, tax, consulting, and wealth management services for medical practices that meet the unique needs of your organization.

Whether you’re a private equity firm searching for comprehensive transaction advisory, integration, and strategy and operations consulting, or a specialty medical practice that’s growing, considering an exit, or in need of a next-level service provider, we can serve as your trusted advisor. If a transaction is on your horizon, we bring real-world experience to help you. We partner with clients on over 400 transactions annually, providing due diligence, entity structure guidance, tax planning, pre- and post-integration services, and developing long-term relationships following the transaction.

We’ve served medical providers for over 60 years, including dental, veterinarian, gastro, dermatology, behavioral, and other related practices. Many of our 200-plus specialists have firsthand industry experience as well as specialized expertise and hold prestigious industry certifications. Having provided services in 42 states, our practice is truly national in scope. We’re actively involved in many national and state industry associations, ensuring you have the benefit of timely advice, peer insights, and access to trending topics.

Your medical practice has unique needs to keep up with a changing industry, and our experts are ready to help.

Our Offerings

Solutions to address your challenges today and meet your goals tomorrow.

Capitalize on mergers and acquisitions

Transactions happen quickly. Let our experts make yours a success.
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Elevate your revenue cycle management

Our experts will help optimize your revenue cycle for maximum recovery.
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Enhance your tax position

Our tax team will cover every area to optimize tax savings and compliance today and in the future.
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Improve your audit and financial strategy

Our audit and assurance services will provide actionable insights to address all areas of risk.
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Manage your wealth

Early planning will maximize your financial benefits, and our experts can help.
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Optimize your risk management strategy

Our experts will help strengthen your internal controls to reduce risk in every category.
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Strengthen newly acquired practices

Our integration services aim to reduce costs and risk for your organization.
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Upgrade your data management practices

Our experts will improve confidence in your data to see trends and make informed decisions.
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Keep your patient and business data secure

Our team keeps your patients and your business safe and lowers your risk of cyberattacks and theft.
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Transitioning to value based care

Private equity tackles value creation


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Client Experience

The right partner to guide you through change

Our physician practices clients see us as a trusted advisor. We work with them — not for them — to adapt and transform in many rapidly evolving environments.

Working with our team means a personal touch to each engagement. We’ll deliver meaningful insights and services that keep your business and goals as the highest priorities.

We’ll work with you to enact meaningful change with real results.