Author: Eric Donner

Exit Strategy for a Three-Doctor Medical Group

Dr Exit Strategy

Client Profile An established medical practice generating $25M in annual revenue was owned by three long-time physicians. Two partners were nearing retirement, while the third—married to one of them—wished to continue practicing with the acquiring company. During the transaction, the Physician/Husband passed away, requiring urgent estate planning as part of the exit process. The Problem […]

Qualified Retirement Plans for Business Owners

business owners

A Legacy of Helping Business Owners Save Taxes At Clear Advice, helping business owners make the most of every tax-saving opportunity is more than a service, it’s a family tradition spanning three generations. Owning a business creates unique opportunities to integrate tax savings into every aspect of personal and financial planning. This Integrated Planning approach […]

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