Finance
Don’t Misfire on Missed Charges
Missed charges is simply about unintentional neglect in charging clients for services performed.
Finance
How Much Profit Is Enough?
How you spend excess money is your decision, not your adviser’s, but make sure you set goals and have a path to attain them.
Finance
Manage Your Emotions
Understand why you make irrational choices with your investments and what you can do about it.
Finance
Crowd Pleasers
Group purchasing organizations provide independent practice owners with discounts on products and services, along with other benefits.
Finance
Need Financing? A Community Bank Can Help
Applying for an SBA loan might seem a laborious process, but the right lender can cut through the red tape and sometimes offer more flexible rates and terms.
Finance
Sell Now or Later?
What likely will be the biggest financial decision of your life shouldn’t be made in haste. You can sell your practice quickly to a consolidator, hand off to an associate in 10 years or do something in between. Weigh your options and the pros and cons.
Finance
Be Right on the Money
If you need capital for a practice start-up, upgrade or expansion, should you pursue debt or equity financing? With one you answer to a lender and the other to an investor.
Finance
The Whole Picture
A cash stockpile can leave you with a false sense of security if you fail to scrutinize all the systems that keep your practice humming.