Your Transition Team
Achieve success with a strong team by your side... every step of the way.
Meet your Transition Team.
The Transition Strategic Advisor leads your transition team, serving as architect of the transition, quality control manager and your touch point for each step in the process.
The Personal Financial Strategic Advisor conducts a thorough assessment of your personal finances, life goals and retirement preparedness to ensure that the transition plan is consistent with each.
The Transition Consultant works closely with you, your Personal Financial Strategic Advisor, CPAs and attorneys to structure your deal, oversee documentation of your agreements and collaborate with your local legal counsel to facilitate closing.
The Senior Financial Analyst prepares the transition's complex financial modeling, gains alignment with both doctors regarding the status of the practice economics and creates transition scenarios.
The Valuation Specialist prepares the practice valuation report1 in compliance with the standards of the American Society of Appraisers (ASA) and the Uniform Standards of Professional Appraisal Practice (USPAP) and ensures that the selected transition scenario can be successful given the valuation results.
1Valuation is not intended for use in litigation.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
