Professional Practices

As a professional service organization, your professionals and your clients are the driving factors behind your success. While other businesses may be driven by advertising campaigns, technology or even heavy machinery – people and relationships are the assets that drive the success of your business. And while your business may be different than most, protecting and growing your assets is just as critical to your continued success.

At Squire, Lemkin + Co. we work extensively with professional practices, helping each client build their organization by working to understanding their specific challenges and value drivers. Whether we are helping clients develop ownership structures that will accommodate the growth of their organization, selecting tax entities, profit allocation plans to help attract and motivate talented professionals, we work side by side with our clients to help them achieve their organizational and personal goals. We also work with retirement plan specialists to assist in adopting an appropriate retirement plan for the practice.

Squire, Lemkin + Co. works extensively with professional practices, and our clients benefit from the experience and insight we can offer.

We serve many professional practices including:

  • Physicians and Physician Groups
  • Dentists
  • Architects
  • Financial Advisors
  • Law Firms
  • Accounting Firms
  • Lobbyists
Our Services include:
  • Succession Planning & Buy-Sell Agreements
  • Compensation Planning
  • Ownership Consulting & Entity Structuring
  • General Tax planning
  • Planning for Adding or Retiring Partners and Shareholders
  • Working Through Multi-State Tax Issues
  • Compliance