Physician Buyout Planby Qubera Wealth Management

Talk to us

Talk to us before you sign

A first conversation costs nothing. Bring the letter of intent or term sheet if you have one. If you do not need a planner, we will say so.

What to bring

  • The letter of intent or term sheet, signed or not.
  • Your entity type and, if an S corporation, the date of the election.
  • The buyer's draft purchase price allocation, if you have one.
  • A summary of the proposed employment agreement: term, base pay, production formula, non-compete.
  • Your state of residence and whether a move is under consideration.
  • The rollover percentage and anything you have been told about the equity class and the waterfall.

How an engagement works

  1. A first conversation, no charge

    Thirty minutes. You describe the offer and where you are in the process. We tell you whether a review would change anything, and if it would not, we say so.

  2. A term-sheet review, flat fee

    We model the after-tax outcome under the buyer's draft and under what you should ask for, review the rollover terms and waterfall, flag state and timing issues, and give you a short written list to take to your attorney and CPA. We join the call with them if you want.

  3. Ongoing planning, if you want it

    After closing, some clients ask us to manage the proceeds and plan around the scrape and the second bite. That is a separate engagement with an asset-based fee, described in Form ADV Part 2A. It is optional.

When the timing matters most

The most useful conversation happens before the letter of intent is signed, because that is when the purchase price allocation and the structure are still negotiable. Once the LOI is signed, most of the tax outcome is set. If you have already closed, the conversation is different but still worth having, and the already sold page covers what is still on the table.

Schedule a call

Pick a time that works for you on the calendar below. You will get a confirmation with a video link. Thirty minutes, no cost, no obligation.

Or reach us directly

Email: mail@quberawealth.com
Phone: (323) 999-1095
Qubera Wealth Management
35 North Lake Avenue, Suite 710
Pasadena, CA 91101
Firm site: quberawealth.com

Please do not send account numbers, Social Security numbers, or full deal documents by email. We will set up a secure link for documents after the first conversation.