After spending nearly 30 years working closely with private medical practices — building trusted relationships with physicians, staff, and owners — I kept hearing the same thing: “I want to sell my practice but still preserve what I’ve built, reward my team, and still stay involved… but how?”

Private equity didn’t offer that kind of flexibility. That realization hit home when a longtime friend of mine — who owns a successful financial services firm — shared how he used an Employee Stock Ownership Plan (ESOP) to do exactly that. He was able to cash out a portion of his equity, keep running his company, reward his employees with meaningful ownership, and set up a plan that allowed him to transition on his terms.

That experience inspired me to start MedESOP Advisors, a firm focused on helping physicians and practice owners explore ESOPs as a flexible, values-driven alternative to private equity.

I’ve partnered with the top ESOP advisory firm in the industry — one with deep healthcare experience — to bring the technical and legal expertise to the table. My role is to serve as the bridge: I understand how medical practices work, what matters to doctors and their teams, and how to guide them through a process that protects their legacy, rewards loyalty, and secures their future.

If you're thinking about what's next — whether you're planning to transition in the near future or just want to explore your options — I'm here to help.