Thinking About Retirement?

 ...Not as a replacement for your CPA, attorney, or financial planner.

For many physicians, retirement planning involves more than personal finances—it also includes deciding what will happen to the practice you've spent years building. Planning ahead can help maximize practice value, provide greater flexibility, and create a smoother transition for you, your staff, your patients, and the future owner.

Evergreen Group focuses on the practice transition side of retirement planning. We help physicians evaluate their options, understand the value of their practice, develop a transition strategy, and prepare for a successful ownership transfer. 

While we do not provide tax, legal, or financial planning services, we work alongside your trusted professional advisors to help ensure your practice transition supports your overall retirement goals.