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A Bridge to Independence – Through our partnership, we have built a bridge to independence that allows you to enjoy the rewards of having your own practice without all the logistical hassles of running a business. Listed below are just some of the services provided by Highland Partners that go into setting up and running a successful independent practice.
Provided by Highlands Partners Financial Services
Negotiate Compensation |
Negotiate payout, upfront transition package, ACAT fees, ticket charges and other administrative fees. |
Business Name | Establish a name with which you would like to operate your business. |
Business Set Up | Hire attorneys to research business name, set up the entity, file appropriate state and federal registrations, and apply for federal tax id, maintain annual filings. |
Business Bank Account | Choose a bank, meet with a commercial banker and set up accounts and services, manage ongoing transactions and relationships. |
Business Brand | Choose and create a company logo and colors, develop marketing materials, create business cards and stationery, obtain compliance approval, choose and set up a print vendor, manage ongoing orders and expenses. |
Web Address | Determine available web addresses and purchase through vendor, identify web site and email host, develop and launch web site and email, obtain all compliance approvals, manage ongoing relationships and expenses. |
Technology | Purchase computers, monitors, and accessories, research and engage ongoing tech support services. |
Office Equipment | Purchase or lease printer/scanner, postage meter, and check scanner, manage ongoing relationships and expense. |
Office Space | Engage a commercial agent to perform surveys, tour properties, negotiate lease, hire attorney to review lease, execute lease, pay advance rent and rent deposits, manage ongoing relationships and expenses. |
Office Furniture | Research office furniture providers, shop for furniture and office furnishings, set up purchase or lease contracts. |
Office Supplies | Choose an office supply vendor and set up account. Manage initial and ongoing supply orders. |
Communications | Choose and purchase phone system, set up and manage internet and media providers. |
Insurance | Negotiate and manage medical, dental, and life coverage, obtain other insurance including commercial liability blanket policies enabling office space lease, and others. |
Other Business Services | Set up and maintain a business accounting system, a benefits and payroll provider, and overnight mail services. |
– Mark Hamby, Managing Partner, CEO, Highland Partners Financial Services