ADVISORY SERVICES

Name: Pro-FI 20/20
Address: 790 Peachtree Industrial Blvd, Suite 200, Suwanee, GA, 30024, US
Telephone: (404) 495-4895

START YOUR FINANCIAL X-RAY

Your partner in overcoming obstacles and confidently navigating your next business move

We train doctors using Profit First principles on paying yourself first and understanding the importance of money movement within your practice. The benefits include:
- Simple cash flow blueprint
- Gain clarity and control over your business finances
- Develop a profitability mindset
- Reach your financial goals
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We offer our professional analysis to ensure the overall financial health of the business, delivering accurate and reliable information, providing purchasers confidence in their decision to acquire a new practice. Our services include:
- Reviewing financial statements
- Analyzing prior year business returns
- Assessing key performance indicators (KPIs) and metrics
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When adding an additional location, have confidence knowing you are supported by experts. Our Practice Purchase services include:
- Purchase price allocation recommendation
- Entity structure recommendations
- Collaboration with your legal counsel
- Form 8594 filing
- Comprehensive tax planning
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When you decide to sell your practice have confidence knowing you are supported by experts. Our Practice Sale services include:
- Sale price allocation recommendation
- Collaboration with your legal counsel
- Form 8594 filing
- Comprehensive tax planning
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We will identify your objectives and ensure a smooth process, maximizing efficiency and compliance. Our Entity Restructure Analysis services inlcude:
- Entity structure review
- Entity restructure recommendation
- Collaboration with your legal counsel
- IRS and state filings
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We offer a comprehensive range of services related to IRS/State Audit representation. Our services include:
- Review of audit notice(s)
- Compilation of requested documentation
- Correspondence with IRS/State Auditor(s)
- Attending meetings with IRS/State Auditor(s)
- Negotiating with IRS on findings, if applicable
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We train doctors using Profit First principles on paying yourself first and understanding the importance of money movement within your practice. The benefits include:
- Simple cash flow blueprint
- Gain clarity and control over your business finances
- Develop a profitability mindset
- Reach your financial goals
Button
We offer our professional analysis to ensure the overall financial health of the business, delivering accurate and reliable information, providing purchasers confidence in their decision to acquire a new practice. Our services include:
- Reviewing financial statements
- Analyzing prior year business returns
- Assessing key performance indicators (KPIs) and metrics
Button
When adding an additional location, have confidence knowing you are supported by experts. Our Practice Purchase services include:
- Purchase price allocation recommendation
- Entity structure recommendations
- Collaboration with your legal counsel
- Form 8594 filing
- Comprehensive tax planning
Button
When you decide to sell your practice have confidence knowing you are supported by experts. Our Practice Sale services include:
- Sale price allocation recommendation
- Collaboration with your legal counsel
- Form 8594 filing
- Comprehensive tax planning
Button
We will identify your objectives and ensure a smooth process, maximizing efficiency and compliance. Our Entity Restructure Analysis services inlcude:
- Entity structure review
- Entity restructure recommendation
- Collaboration with your legal counsel
- IRS and state filings
Button
We offer a comprehensive range of services related to IRS/State Audit representation. Our services include:
- Review of audit notice(s)
- Compilation of requested documentation
- Correspondence with IRS/State Auditor(s)
- Attending meetings with IRS/State Auditor(s)
- Negotiating with IRS on findings, if applicable
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