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Real-life

Case Studies selection

Situation: Provincial centre established multi-partnered practice

Type: Current practice buy-in

Brief: Practice Buy-in including an Appraisal and Structure Plan

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Result: Successful transition, updated structure with modernised & streamlined Shareholders Agreement for five Partner practice

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Situation: Marinoto Clinic Surgical Specialist

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Type: Taxation re-organisation

Brief: 'routine' accounting client transitioned over from central city general accounting practice

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Result: One minor commercially orientated structure change with retrospective financial review corrections and tax management plan led to $16.5k of repeatable recurring annual tax savings in first year alone

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Situation: MercyAscot-based specialist centre 'centre of excellence'

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Type: New practice creation

Brief: Practice start-up relying on bank and external investor finance

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Result: Structuring resulted in 100% of equity and therefore future profits being retained in practitioners hands, bank interest at discount and breakeven achieved in month two validating financiers confidence and Doctor Financials specialty -specific benchmarked projections

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Testimonials selection

*Positions, quotes are verbatim but Images are token

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You're keeping my financial advisor honest

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Retired Medical Specialist, Dunedin

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I wish I was getting reporting and support like this years ago, since the beginning of my career

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Sub-specialty Plastic Surgeon, North Shore Private Practice