Corporate · Medical Practices
Protecting the Practice and the Physicians Behind It
Physician-owners earn high incomes, carry significant liability and debt, and depend on their ability to work. The practice also has to survive owner turnover, buy-ins, and eventual sale or transition.
Our view
Pacific Advisory Group helps reduce taxes, protect income, and plan transitions before they become urgent.
How PAG Helps
| Area | How PAG Helps |
|---|---|
| Tax-aware practice structure | Entity and compensation structure review and retirement plan design to reduce taxable income, coordinated with your CPA. |
| Buy-ins, buy-outs & exits | Valuation, buy-in and buy-out structures, and partner exit planning. |
| Practice finance & real estate | Medical office ownership, equipment and practice financing, refinancing analysis, and reserve strategy. |
| Physician personal planning | Asset protection, estate planning coordinated with counsel, and umbrella liability review. |
| Staff & associate retention | Benefits competitiveness and compensation design to recruit and keep clinical and administrative staff. |
| Retirement & Executive Programs | Design and review of 401(k), cash balance, and profit-sharing plans; ERISA 3(21) and 3(38) fiduciary support; and executive programs such as bonus plans, deferred compensation, and buy-sell agreements. Implementation through our affiliates as needed. |
| Insurance & Employee Benefits | Needs analysis and program design for group health, life, and disability coverage, including business overhead expense where applicable, and related employee benefits. Placement is available through our affiliate Pacific Risk Management Group. |
| Transactions | Valuation, deal evaluation, pre-transaction planning, and transaction support. |
| Corporate Investment Strategy | Portfolio design for surplus cash and reserves, from low-risk, interest-bearing positions to growth-oriented accounts, separate from retirement plans. Management is available through our affiliate The Pacific Group. |
Let’s Talk About What’s Next
Start with a confidential conversation. We’ll review where you are, show you your options, and you decide what comes next.
Schedule a Confidential Consultation
Pacific Advisory Group, LLC (310) 807-0140