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Accounting and Tax Services

  • Monthly Accounting / Bookkeeping
  • Financial statement preparation
  • Budgets and financial projections
  • Quickbooks software set-up
  • Tax planning, Projections and Compliance
  • Personal financial statements
  • Succession planningChoosing the right type of entity
      (Sole Proprietor, PC, PA, LLC, S Corp, C Corp.)
  • Practice overhead analysis
  • Practice Benchmark Comparisons

Practice Transitions


  • Do you know how to position yourself for retirement?
  • Do you know the value of the practice you own?
  • Do you know how to determine the appraised value of a
      practice you are seeking to purchase or sell?
  • Are you sure it’s time to sell?

Practice Evaluations

The starting point of a practice sale begins with a confidential consultation with the seller. We schedule an office visit to gather the information needed to prepare a thorough appraisal.

PPM’s comprehensive brokerage service includes the screening of potential qualified purchasers and consultation with both the purchaser and the seller. We draft the letter of intent, prepare the bank package, and arrange the compilation of all legal contracts, agreements, and other required documentation.

Call 800.643.4361 for a FREE consultation