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NC Planning

Providing Proactive and Invaluable Legal Planning

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Time For A Checkup…For Your Practice?

Home » Our Blog » Time For A Checkup…For Your Practice?

If you are running a dental or medical practice, the last thing that probably gets attention is the business, tax and legal operations of your practice. Caring for patients, managing staff and just keeping the wheels turning is usually plenty to consume the available time in the day and during the week.

However, sometimes taking time away and getting a look at your practice’s performance and structure and how they line up with your expectations and goals is just the thing needed to keep the practice healthy and on the right path.

Some of the items NC Planning encourages and works with dentists and doctors to review are:

  • Financial Benchmarking & Analysis
  • Debt and Loan Review
  • Practice Valuation
  • Tax Review and Projections
  • Expense Ratios and Comparisons
  • Retirement and Benefit Planning
  • Legal Structure and Entity Compliance Audit
  • Buy-Sell and Succession Planning
  • Expansion Strategies and Advantages
  • Employee Structure and Key Roles
  • Insurance Policy and Costs Review
  • IT and Disaster Planning
  • Tax Efficiency and Opportunities
  • Marketing Planning
  • Vendor Arrangements and Cost Impact
  • Long Term Strategy and Exit Planning

The last thing we want is for clients to be surprised after years of doing something that they could have been doing better and more efficiently. Consistent and proactive planning can help you find those issues early and prevent lost opportunities.

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Connect With Us

4801 Glenwood Ave #200-10
Raleigh, NC 27612
(919) 568-3681
[email protected]
5640 Dillard Dr Ste 101
Cary, NC 27518
(919) 900‑4720
[email protected]

Copyright © 2023 NC Planning
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  • About Us
    ▼
    • Our Mission
    • Meet Our Team
  • Business Planning
    ▼
    • Business Law
      ▼
      • Business Acquisition
      • Business Start-Ups
      • Succession Planning
    • Asset Protection
    • Business & Corporate Planning
    • Professional Practice Planning
    • Dental Practice Planning
    • Tax Planning
    • Contracts
    • Trademark Licensing
  • Individual Planning
    ▼
    • Comprehensive Estate Planning
      ▼
      • Trusts
      • Wills
      • Power of Attorney
      • Revocable Trusts
      • Estate Planning For Minor Children
    • Charitable Planning
    • Special Needs Planning
    • Personal Tax Planning
    • Probate, Trust & Estate Administration
      ▼
      • Probate
      • Trust Administration
    • Elder Law
  • Resources
    ▼
    • Testimonials
    • FAQs
    • Common Legal Terms
    • Videos
    • Online Forms & Questionnaires
    • Our Blog
    • Newsletter
    • Past Webinars
    • Events
    • Make a Payment
  • Contact
    ▼
    • Schedule A Consultation