Invitation holders begin directly — a direct answer on where you stand, and whether this counsel fits your numbers.
Strategic Tax & Business Advisory for Physician Owners
For founding physician owners — the physicians who built their practices. The work: keep more of what those practices earn, and make it last beyond the practice itself.
The reality
Most physician owners are quietly exhausted. The practice succeeds on paper while the physician falls behind — years of substantial income converted into surprisingly little lasting wealth, and a future that still rests entirely on showing up tomorrow.
It is the same pattern in surgical groups, dental practices, med spas, and multi-location groups across the valley. They sense there is a better way to run the financial side of what they have built. What they have not found is counsel that operates at that level.
A different kind of counsel
It begins with listening — a genuine understanding of what the owner wants, for the practice, for the family, and for the years beyond both. Strategy built on anything less is guesswork, and the bigger picture governs every recommendation that follows.
Strategies are instruments, not objectives. Each is weighed against the owner's larger picture and adopted only when it advances it — never because it is new.
A practice generates wealth; it is not, by itself, wealth. The work converts practice income into a financial position that endures beyond the practice, and beyond the years its owner can spend inside it.
The outcomes matter here the way they matter to the owner. A plan that succeeds is a success shared. A plan that stalls is a problem to solve — not a file to close.
Why physicians
Thirty years across the desk from business owners, and one pattern in medicine never varies: the practice has a team for everything — clinical, operations, reporting. The owner has no one whose job is the whole picture — the practice, the household, and the years beyond it, read as one set of numbers.
So the financial side is carried the way everything in a physician's training was carried. Alone, and after hours. The owners who stop carrying it alone are the ones whose numbers change.
AssetSculpt is that counsel, built deliberately for physician owners — a small number of clients, accepted selectively, advised at the level the decisions deserve.
What this is not
AssetSculpt does not sell bookkeeping, and it does not compete on tax preparation. Those are commodities, available anywhere. Where it serves the strategy, the tax work is taken in-house. Where it does not, your existing tax and accounting team stays in place — working to direction set here, at a standard set here.
This is a small practice by design. Clients are accepted selectively, and not every inquiry becomes a conversation. And one condition: this counsel works only when the owner does. Advice unimplemented changes nothing. Owners who listen, decide, and act will find that this work alters the trajectory of their wealth. Owners seeking agreement without change should look elsewhere — respectfully, and before either side invests the time.
Valuation & exit readiness
Every practice is eventually sold, transferred, or closed. The only variable is the number — and the number is decided years before the event, by owners who were paying attention, or by owners who were not.
Valuation is therefore part of the counsel: what the practice is worth today, which factors move that value, and which quietly erode it — so you know where you stand while there is still time to act on all three. Exit readiness is not a project begun when an owner wants out. By then, the outcome is already set. Prepared owners choose their terms. Unprepared owners accept them.
The work
A comprehensive strategic plan built around the physician owner's structure, income, and long-term picture — so the practice's earnings convert into lasting wealth, not just a smaller tax bill.
$12,500–$25,000 flat fee, confirmed in writing
Strategic tax planning conducted monthly across the year: decisions made while they can still change the outcome, not reconciled after it.
$2,500+ per month
Who qualifies
Practice owners. Physicians who founded and own their practice begin with the assessment. Qualification turns on the practice itself — revenue of $1M or more and net profit of $250,000 or more. Owners who qualify begin with a consultation.
W-2 physicians. Employment income alone does not qualify for counsel. At $500,000 or more, an employed physician begins with the Clarity Call, and qualification is completed through the call. Below $500,000, the path begins with seven questions, reviewed personally.
Owners who do not yet qualify may also begin with the Clarity Call.
The assessment
AssetSculpt advises physician owners at a strategic level.
Best estimate is fine.
Last twelve months, best estimate. Qualification begins at $1M.
Across all locations.
Best estimate. Qualification begins at $250,000.
Best estimate, most recent year.
The next step is a consultation — a direct conversation about where you stand, what the numbers say, and what counsel would change.
30 minutes, weekdays 9am–5pm Pacific — choose Zoom or a phone call.
The Clarity Call — 45 minutes. $595. A direct conversation about where you stand, what the numbers say, and whether counsel would change the outcome.
You will leave the call better than you arrived. You will walk away with strategies you can implement today — strategies that begin improving the financial performance of the practice now, not at tax time.
You also receive it in writing: a one-page summary of the diagnosis and the strategies, yours to keep either way.
Answer these in writing and send them in. Greg reviews every set personally and, if there is a fit, sends a calendar invitation — one invitation, with no reschedules, so choose the answers with care.
AssetSculpt does not sell bookkeeping, tax preparation, or compliance services. Those are commodities, available anywhere — and they are not counsel. If the need becomes strategic — the tax position, the profitability, and the value of the practice read as one picture — this is the place for it.
The Clarity Call
A direct conversation about where you stand, what the numbers say, and whether counsel would change the outcome. You will leave the call better than you arrived — with strategies you can implement today, that begin improving the financial performance of the practice now, not at tax time. And you receive it in writing: a one-page summary of the diagnosis and the strategies, yours to keep either way.
Said plainly
Then ask when he last brought you an idea you did not ask for. Filing records the year. Counsel changes it. If your CPA is already changing yours, stay. Most are filing.
Because free calls collect the curious. A serious fee collects owners with a real question. Either way, you leave with strategies you can use the same day. The fee is the filter. It is not the product.
Price it against what it moves. One structural decision, held for ten years, returns the fee many times over. Owners who buy counsel by the hour get hours.
He can file what happened. This work decides what happens. Different job — and where it serves the strategy, your existing team stays in place and works to direction set here.
Questions owners at your level ask
Most firms optimize the return. Counsel optimizes the year. The work is monthly and forward-looking: entity, compensation, timing, and exit posture decided while they can still change the result — not reconciled in April.
Yes — it is usually where the largest gains sit. Partner-level planning aligns compensation, buy-in and buy-out terms, and individual tax positions that a single entity-level strategy misses.
A Tax Plan first: structure, income, and the long-term picture mapped end to end. Then monthly counsel — decisions reviewed before they are made, a quarterly look at value and risk, and an annual refresh as the practice and the law change.
Very little, by design. One decision-maker conversation a month. Your existing tax and accounting team receives direction; the analysis burden sits here.
Valuation and exit readiness are part of the counsel from the start — what the practice is worth, what moves that number, and the tax posture of a transaction modeled before terms are set, not after.
No. Where the tax work serves the strategy, it may be taken in-house. Otherwise your team stays — working to a standard, and a direction, set here.
Not ready for a conversation?
One short email a month: one strategy, one number worth watching, written for owners. No pitch in it.