We help dentists and physicians exit their businesses and professional practices – saving them millions in unnecessary taxes.
We are an expert team providing exit tax-planning for dentists and physicians nationwide.
You’ve spent a lifetime building your practice. This is likely the most important financial decision you will ever make!
We understand! We will consult, advise, and guide you with IRS codified proven strategies resulting in millions of dollars in tax savings.
No fluff! You have our word and commitment. When you close the sale of your professional practice, it will be with confidence and the peace of mind that you’ve successfully kept the IRS out of your pocket.
Schedule a 30-minute consultation
At Perspectiv Planning,
We work collaboratively with your existing legal, accounting, and financial advisory teams to review, analyze, and approve the solutions you decide upon resulting in increased family wealth.
We work with you at each stage.
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Before Transition
Before you transition, exit and sell your practice, our team analyzes every detail to help you eliminate taxes and increase profits. The result is increased EBITDA which translates to increased sales value.
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During Transition
We’ll use proven time-tested planning strategies. The end result is you pay less in taxes, keep more of your hard-earned wealth and enjoy enhanced financial security.
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After Transition
Post-Sale: We design, provide and implement custom plans for assured retirement income, wealth preservation, tax, and estate planning to make sure no detail is neglected.
Our areas of specialty
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Every dollar saved in tax is a yield increase. Now and forever. Our team of experts, composed of CPA’s, Tax Attorneys, CFP’s and other Specialists focus on your priorities, provide time tested non-biased advice, strategies, financial modeling and a collaborative advice sparing you the burden of undue tax, providing a more secure financial future.
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After a lifetime of work and wealth accumulation, successful dentists, physicians, and all business owners face complicated estate and legacy questions: What will you leave future generations? Would you like to endow charitable values? How to best protect your wealth. We work with you to answer these questions. We design generational plans that preserve wealth and ensure you can create and leave a lasting and transcendent legacy. Estate Tax is Optional. Why not disinherit the IRS?
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Tax conversion is the process of eliminating the double taxation of IRA and qualified plan assets and converting them to a 5X – 15X benefit to children and grandchildren free of income and estate taxes. We have spent four decades understanding the nuances of proven financial & estate planning strategies that limit the various associated taxes, providing you guidance to define and preserve your legacy & family wealth.
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When it comes time to securing the financial future of the next generations, our team of experts develops & implements innovative financial planning strategies to ensure the transfer of wealth with little to no money owed to the IRS. These strategies consist of a combination of proven tax-laws, including estate freezes, split-interest charitable trusts, life insurance and the execution of wills & intergenerational trusts.
Hear it from our clients
“Perspectiv Planning saved nearly $2 million in taxes from the sale of my practice and preserved my wealth for generations to come.”
— DDS from Maine
“Perspectiv Planning’s approach to exit strategies are unlike anything we’ve ever experienced. We’re forever grateful for their work”
— DDS from California
