Capital & Contracts: An Exclusive Workshop

An exclusive evening designed for mid-career healthcare professionals navigating the next phase of their financial and professional journey.
About this Event

This “Evening with the Experts” brings together leaders in investment planning and healthcare real estate to help you mitigate risk, optimize your financial position, and prepare for a successful long-term exit strategy.

From protecting your income and growing your wealth to structuring your lease for maximum practice value, this session will connect the dots between your financial plan and your real estate decisions—two of the most critical (and often overlooked) drivers of long-term success.

To get the most out of this session, please bring a copy of your current lease and recent tax returns. Our experts will be available to provide insight into your specific financial and lease position.

Learning objectives:

• Receive personalized feedback on your own lease terms and tax position from Cirrus and MNP experts on-site
• Identify investment planning approaches that align with mid-career growth and long-term exit goals
• Recognize key lease clauses and risks that can impact practice valuation and future sale opportunities
• Learn how to integrate financial and real estate planning into a cohesive, risk-mitigated strategy
• Avoid common financial and contractual pitfalls that can cost tens or hundreds of thousands over time