We are a financial advisory firm and like to have good, vetted allied professionals to refer to our clients that are physicians/surgeons. We have a 5 person urology group in Texas that is looking to hire a firm to perform a valuation as they look to bring on additional doctors and create a better buy/sell agreements. Naturally, we and they would prefer a valuation group that was independent as well as one that serves only the medical community. We also would like to have a handful of more general practice management consultants that we can refer to our clients with confidence when a need arises. I realize there are specialists (eg. just EHR, or billing, or valuation, practice transition, startup, credentiallling, coding etc), as well as more conglomerate groups. Has anyone worked with a group that they thought were just great? Thank you!
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