Before · During · After
We run the process.
You run the practice.
A building sale touches tax, legal, lending, and what happens to the money afterward. We bring those people in at the right moment, so the decisions get made in the right order.
1Beforebefore anything is signedProtect the exit
The structure decisions made before anything is signed determine how much you keep.
- 1031 exchange — roll the proceeds straight into the next building and defer the capital gains
- CPAs who work medical real estate — depreciation recapture, and timing the closing into the right tax year
- Entity and title review — how the building is held changes what you owe when it sells
- Healthcare specialty lenders — custom products for practice acquisition, owner-occupied, and construction
2DuringLOI to wireExecute the transaction
Multiple parties, competing timelines. One point of contact from first conversation to wire.
- Property brokerage — that's us. Buy-side, sell-side, and lease negotiation
- Practice brokerage — if the business is selling too, both closings run on one timeline
- Real estate attorneys who do medical deals — purchase agreement, title review, closing documents
- Lender coordination — financing kept on the same calendar as the closing
3Afterafter closingBuild what's next
A physician who just sold is holding real liquidity, often for the first time.
- Advisors built for a liquidity event — one large sum arriving at once, not a monthly paycheck
- Tax planning for the year it lands — where the proceeds sit matters as much as what you sold for
- Life insurance as a wealth vehicle — permanent and indexed products, structured for the new balance sheet
- Estate attorneys — moving the proceeds into something your family keeps
If you already have a CPA or an attorney you trust, keep them — we'll fill in wherever you want the help. We keep these relationships for one reason: the deal goes better when the right people are already at the table.