MEDICAL BUSINESSES

We begin the planning process by looking at your entire financial picture. Once we understand what you’ve been doing, we can determine the best steps to take going forward. One way that we help is by planning your taxes and staying current on what is happening within your business.

Are you struggling to stay compliant? Are you having problems keeping your tax liability under control? These are just some of the financial issues that are more complex for busy medical professionals than for other types of businesses.

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If you are thinking about expanding your business, it probably requires a significant financial investment. You don’t have to determine the best financing options alone. We can advise you on the terms and conditions so you know exactly what your financial obligation will be going forward.

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Physicians put their focus on caring for patients. In spite of their main objective, a medical practice is a business. The success of your business depends on every choice you make.

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Our professional Accountants understand how important it is for your practice to succeed. It’s not just about your financial security tor today. It’s about your legacy and what you leave behind for future generations.

Your dedicated industry specialist can work with you to develop a personalised business financial strategy that will help to maximise your finances and give your Medical business scope to grow. Working with our strategic partners, we can help you with the following:
 

• Access to the most relevant and cost-effective insurance policies for your specific trade

• Support with sourcing and accessing business loans

• Advice about the best investment opportunities for you to secure the future growth of your business

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Working with you, we can devise the most effective wealth creation strategies, helping you to make the most of your finances and investments regardless of how well or badly things seem to be going for your business.

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We will keep you on track in the present and put systems and strategies in place to ensure that you can look forward to a brighter financial future!

Whether you are starting a new business, refining your operations, entering new markets, or preparing for succession after decades of hard work, our experienced business advisers work alongside you to help manage, grow, and scale your business with confidence.

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We take the time to understand your story — your vision, ambitions, key drivers, industry dynamics, and personal goals — so our advice is practical, relevant, and aligned to where you want to go.

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Our Business Advisory services focus on the commercial and strategic decisions that shape your business, including:

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Clarifying business direction, growth priorities, and long-term objectives

Reviewing and improving business models, operational efficiency, and scalability

Advising on pricing, margins, product mix, and commercial decision-making

Structuring businesses for risk management, asset protection, and succession

Supporting people, incentive, and leadership decisions as the business grows

Planning for growth, exit, or succession to maximise business value

Acting as a trusted sounding board for owners and founders on critical decisions

We do not simply develop plans and step away. We partner with you through implementation, adapt strategies as conditions change, challenge assumptions when needed, and provide steady guidance at every critical stage — ensuring business success aligns with long-term personal, family, and lifestyle outcomes.

Managing a medical practice is about more than patient care — it requires balancing financial performance, compliance, staff productivity, and long-term sustainability. Our CFO Advisory services give medical business owners the insight, discipline, and strategic support of a full-time CFO, without the overhead, helping you make confident decisions while growing your practice.

We help you:

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• Deliver management reporting and KPI dashboards, including billings per practitioner, utilisation rates, patient throughput, overhead tracking, and cost per service

• Budget, forecast, and optimise cash flow to maintain operational stability and meet staffing obligations

• Analyse profitability by practitioner, service line, or location to make informed decisions on resource allocation

• Control costs, streamline payroll, and optimise contractor utilisation

• Prepare for funding, expansion, or potential acquisitions

• Strengthen financial systems, internal controls, and regulatory compliance

• Advise on pricing, service mix, and capital investment decisions

• Model multiple scenarios for growth, cash requirements, and unexpected events

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Benefits: Achieve financial clarity, improved margins, stronger cash flow, reduced risk, and a roadmap to sustainable practice growth while aligning business success with personal wealth planning and long-term family goals.