Client PersonaBusiness

Creating a Successful Business - Working with a Business Owner
Client Persona

Dr. Smith has a successful medical practice in which his time and focus is on his patients and mastering his respective discipline. He has a CPA and HR company that are doing his payroll and taxes, but they don’t talk to each other. With his focus on his patients, the company has no effective tax plan, no employee retention program, no cohesive investment strategy, and limited creditor protection and asset protection. Additionally, he has no succession plan and no estate plan in place for retirement or in case of his death.


Dr. Smith wants to better manage and protect the business, maximize efficiencies of other professionals, and minimize taxes.


  • Employee Benefits 
  • Estate & Succession  
  • Tax Strategy  
  • Asset & Risk Management 
  • Cash Management


Dr. Smith would likely benefit from having the practice’s various support professionals for tax, benefits, investment, banking and law working as a coordinated team. He will need to devote some of his time to understanding and overseeing their work or delegating a quarterback from within the group to administrate the coordination.

* This is a hypothetical situation for illustrative purposes only. The client is not real. Results are not real nor guaranteed. Past performance is no indication of future success.

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