Medical and Professional Firms

At Fruitman Kates, we understand first-hand the dynamic nature of a professional services firm. As a result, we are able to apply our knowledge and expertise to the clients we work with.

We provide financial services and advice for medical, legal, architectural and other professional firms. Often owned by a group of practitioners or partners, these organizations have their own unique set of financial considerations and regulations that must be taken into account.

As a result of their unique nature and our understanding and experience, this area has become a key niche for our firm.

Some of our key areas of focus for our medical and professional firm clients are:

  • Assisting with the structure of new business partnerships – strategic planning
  • Development of succession plans
  • Financial benchmarking using metrics common to the industry
  • Designing compensation strategies

We can help make financial sense of your medical or professional practice.