Industries

Medical & Dental Practices

A medical or dental practice is three legal projects wearing one white coat: a business that needs governance and contracts, a property tenant (or owner) with a lease that outlasts most partnerships, and a professional whose personal planning — asset protection, tax posture, succession — is inseparable from the practice itself. The firm serves practice owners across all three, integrating the entity, the real estate, and the private-client planning that most advisors handle in fragments.

§ The Work

The practice lifecycle, mapped

FIVE STAGES
1

Formation and structure

PLLCs, ownership architecture, and compliant governance. (Business Formation · Entity Structuring)

2

The space

office and medical lease review, TI allowances, and renewal strategy. (Commercial Lease Review & Negotiation)

3

Partners and associates

buy-ins, buy-sell agreements, employment and contractor documentation, and non-competition covenants under Texas’s practitioner-specific rules. (Buyouts · Employment Counseling · Executive Compensation)

4

The person behind the practice

asset protection, tax planning, and the estate plan that owns a practice interest. (Asset Protection · Tax Planning · Estate Planning)

5

The exit

practice buyouts, associate succession tracks, practice sales, and private equity transactions evaluated and negotiated from the practitioner’s side. (Buyouts · Business Succession · Business Transactions)

§ Record

Representative Experience

FOUR MATTERS
01

Structured and documented buyouts of medical practices — purchase terms, governance amendments, and separation documentation.

02

Advised medical practitioners on non-competition covenants — enforceability, negotiation, and exit positioning under Texas’s practitioner-specific statutory limits, including the 2025 reforms.

03

Represented medical practitioners in private equity transactions — evaluating and negotiating the offer, the rollover equity, the employment terms, and the non-compete that arrives stapled to all three.

04

Entity structuring and asset-protection architecture for professionals separating practice risk from personal wealth.

Representative matters. Prior results do not guarantee a similar outcome.

§ Questions

FAQs

FIVE QUESTIONS
Q.

Can non-physicians own part of a Texas medical practice?

Texas’s corporate practice restrictions and professional entity rules constrain ownership — structure exists within them, not around them, and that’s exactly the kind of architecture this firm builds.

Q.

A private equity group wants to buy our practice. What should we scrutinize?

Everything after the headline number: the rollover equity’s real rights, the post-closing employment terms, the earnout conditions, and the non-compete — which together determine what the price actually is. Practitioner-side representation is precisely this analysis.

Q.

Is my non-compete enforceable?

Texas law imposes practitioner-specific limits — including buyout provisions and, under the 2025 legislation, tightened duration, geography, and buyout caps for covenants entered or renewed after its effective date. Which regime governs yours is the first question; leverage follows from the answer.

Q.

When should an associate buy-in be documented?

Before it’s promised. Retrofit buy-ins renegotiate everything at once; scheduled ones transfer equity on rails.

Q.

Why does asset protection matter more for physicians?

Because liability exposure is occupational — which makes separating practice risk from personal and family wealth basic hygiene, not paranoia. Built early, it holds.

Bring us the matter before it becomes the problem.

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