For practice brokers, accountants, financial advisers, lawyers and wealth managers
Your client has the practice. Financing shouldn’t be the part that stalls.
If you sell practices, value them, advise on them, paper them, or keep the books for the professionals who own them, you already know when a deal is about to need money. This desk exists to make that an easy call to make.
Five channels
Who refers work here
Accountants and CPA firms
You know the corporate structure, the real earnings and the succession plan before anyone else does.
Why accountants and CPA firms refer here →
Healthcare practice brokers
You are closest to the transaction moment — a buyer who cannot finance is a deal that dies after you have done the work.
Why practice brokers refer here →
Financial advisers
You already know what else is on the client's balance sheet and how a practice purchase fits the rest of the plan.
Why financial advisers refer here →
Lawyers
You draft the purchase, the buy-in and the partnership change — and a deal that cannot be financed dies after the drafting is done.
Why lawyers refer here →
Wealth managers
The practice is usually the client's largest asset — and the one most likely to be sold to fund everything else.
Why wealth managers refer here →
The accountant channel
Where this started
A CPA firm in the Tri-Cities with a corporate client base in the hundreds referred a medical clinic that needed real estate, a fit-out and working capital all at once. It was structured across four coordinated facilities and it closed — and the firm then asked for something it could hand to the rest of its client base: the dentists, physicians, veterinarians and pharmacists who would eventually face the same problem.
That request turned into a repeatable asset rather than a one-off favour. Any referring firm can have the same thing: a one-page explainer carrying your firm’s name, logo and contact details alongside this desk’s, that you can send to your own clients without it reading as somebody else’s advertising.
How it works
Three steps, and you stay in the loop
Make the introduction
An email with your client’s name and one line about the practice is enough. No form for you to fill in, no portal to log into.
We take it from there
Your client gets the structure conversation, the file assembly and the lender placement. You are told what is happening and when, unless your client asks otherwise.
You keep the relationship
The client stays yours. This desk arranges financing; it does not sell accounting, financial planning or healthcare practice brokerage, and it will not be pitching against you.
How a client is protected
Four professionals, one table
The strongest protection a client can have is not one careful adviser — it is four, each standing in front of a different risk. So this desk brings them in on purpose: your client’s accountant, their lawyer, their adviser and the financing, working the same file at the same time. Not four opinions arriving separately, but one plan that all four voices agree on.
Ramin protects the financing
That the structure, the lender and the terms are the right ones for this file — not simply the ones that were available on the day. Debt taken badly is the thing that turns a good practice into a hard decade.
The accountant protects the tax position
That the purchase sits properly inside the corporate structure, and that nothing lands on the client's year that nobody planned for.
The lawyer protects the exposure
That the agreements, the security given and any personal guarantees say what the client believes they say — and that what is at risk is what they agreed to put at risk.
The adviser protects the plan
That this move fits the strategy it sits inside, instead of quietly undoing years of it.
That is what makes the protection more than the sum of it: nobody works in the dark, the plan is checked from four directions before anything is signed, and each professional catches what the others cannot see from where they sit.
Working alongside the client’s accountant and lawyer is the normal way a file runs here, not a favour. This desk arranges financing and gives no tax or legal advice — naming the other three seats is how that responsibility stays where it belongs.
Leave-behind
Request your co-branded one-pager
One page, your branding alongside ours: the four financing pillars, what the lending in this space actually offers each profession, and your contact details as the way in.
Tell us who you are and a proof comes back for your approval before anything carries your name. There is no charge and no expectation of exclusivity.
Get started
Start a conversation
Prefer to talk it through before putting anything in writing? That is usually the faster route.