Fractional CFO services, accounting, tax planning, acquisition and exit consulting for physicians, dentists, NPs, PAs, and medical practice owners.
Connect your income, practice performance, tax decisions, and personal financial goals with a coordinated advisory team.
Bring cash flow, overhead, financial reporting, owner compensation, and growth decisions into one coordinated financial plan.
Jeremy W. David provides fractional CFO and tax planning services to medical practices, alongside acquisition and exit consulting. His own practice acquisition adds a direct buyer’s perspective.
Choose the financial support your circumstances require, from individual planning to ongoing practice financial leadership.
Understand cash flow, budgets, overhead, provider economics, and the financial impact of hiring or expansion.
Coordinate practice and household tax planning, compensation, retirement planning, and long-term financial goals.
Evaluate acquisition economics, model financing and working capital, plan for growth, and prepare your financial records for a future sale.
Schedule a consultation to discuss your income, practice performance, acquisition plans, or exit goals.
Running a medical practice takes more than clinical expertise. It requires financial leadership—from managing cash flow and controlling overhead to evaluating acquisitions, planning taxes, and preparing for an eventual exit.
Jeremy W. David advises medical practices through fractional CFO services, accounting and financial oversight, proactive tax planning, acquisition consulting, and exit planning. His work connects the practice’s financial performance with the owner’s personal financial goals, helping clients understand their numbers, evaluate opportunities, and make informed decisions throughout the life of their business.
Jeremy also brings a buyer’s perspective through his own acquisition of a medical aesthetics practice, now under a fully executed purchase agreement and progressing toward closing. This involvement complements his advisory experience with a direct understanding of the financial decisions and operational considerations involved in purchasing a healthcare business.
We work with employed physicians, independent contractors, locum tenens physicians, and physician owners. Planning starts with your actual income structure, benefits, outside business interests, and household goals. Practice owners can also receive accounting, financial reporting, cash-flow forecasting, and ongoing CFO support.
Our medical-professional focus includes surgeons, emergency medicine physicians, oncologists, anesthesiologists, cardiologists, dermatologists, radiologists, orthopedic specialists, gastroenterologists, obstetricians and gynecologists, urologists, neurologists, psychiatrists, ophthalmologists, pediatricians, internal medicine and family medicine physicians, and other specialties.
We tailor the financial discussion to your employment or ownership model, compensation arrangements, equipment commitments, staffing, and expansion or transition plans.
General dentists, dental specialists, and dental practice owners need clear financial reporting and coordinated advice on equipment purchases, staffing costs, practice acquisitions, and eventual transitions. We connect these decisions with tax planning and the owner’s broader financial objectives.
Whether you earn W-2 compensation, receive independent-contractor income, or own a practice, we help organize your financial records, evaluate business economics, and coordinate tax and financial planning. Acquisition and growth consulting is tailored to the business model and coordinated with your healthcare legal and clinical advisers where needed.
We provide financial guidance to medical practices, including medical spas and aesthetics businesses. Fractional CFO support can include service-line profitability, provider productivity, membership economics, inventory and equipment commitments, cash-flow forecasting, and expansion analysis.
Our consulting supports financial due diligence, purchase-price and financing analysis, working-capital planning, scenario modeling, and post-acquisition financial oversight. For owners preparing to sell, we help improve financial reporting, evaluate transaction scenarios, and coordinate tax planning with the transaction team.
Explore our fractional CFO services, bookkeeping and accounting, tax planning, business tax preparation, and business consulting and advisory.
We also coordinate comprehensive financial planning, business retirement planning, and wealth and investment management through Noble Wealth Advisors, LLC.
Serving medical professionals in Wesley Chapel, Tampa Bay, and nationwide. Schedule a consultation or explore all industries we serve.
The sooner you start planning, the more money you can save and the stronger your financial foundation will be. Let's get started today.
