Healthcare Professionals

Healthcare professionals—doctors and dentists working as solo practitioners or in medical groups or “mega-groups”—typically have little time to focus on personal finances. At the same time, their financial and business planning challenges can be complex due to increased government regulation, decreases in insurance reimbursements, inefficient office practices and procedures, and the forced consolidation of practices. Perlson LLP specializes in working with medical professionals to drive greater profitability and manage risk. We serve one of the largest medical practices in the country, giving us an uncommon insight into the challenges facing physicians, including their group’s revenue-sharing, compensation, and partnership issues. Doctors require a team of experts who can advise on asset protection, billing, insurance, as well as tax, cash-flow, retirement, and estate planning.

Our services for healthcare and medical professionals include:

Accounting, audit and attest services
Business structure and entity planning
Partner/shareholder track consulting for employee physicians
Revenue-sharing analysis
Cash flow and budgeting
Billing and accounts receivable review
Merger planning and consulting
Practice benchmarking

Long- and short-term strategic planning
Partner and shareholder compensation
Practice and individual tax planning
Estate and succession planning
Government and third-party payor contracts
Internal accounting controls
Personal, corporate and partnership returns
Financial planning


Contact Mark Perlson for more information.