ADVISORY

Sometimes the simplest things are the hardest to find. We have an experienced team of financial professionals who serve as proactive, constant partners who guide medical professionals toward financial success.

TAX

Tax laws are complicated and ever-changing. We combine professional tax preparation and creative tax planning strategies specifically for medical professionals to help reduce your taxes today and in the future.

ACCOUNTING

Accounting practices are tedious and time-consuming. We handle the accounting for your practice and your personal assets so you can focus on growing your business, not your frustrations. We can even help forecast your financial future using collaborative tools.

PRACTICE MANAGEMENT

Our years of experience offer our physician partners practical solutions to eliminate business-related burdens so you can focus on patient care without having to give up control or ownership of your practice.

INSURANCE

Our insurance experts will carefully analyze the risk of your organization and help you devise a comprehensive policy and strategic plan to cover all of your most pressing risks.

PRACTICE MANAGEMENT

Our years of experience offer our physician partners practical solutions to eliminate business-related burdens so you can focus on patient care without having to give up control or ownership of your practice.

INSURANCE

Our insurance experts will carefully analyze the risk of your organization and help you devise a comprehensive policy and strategic plan to cover all of your most pressing risks.

You became a healthcare professional to make a difference in people’s lives. Between caring for patients, managing staff, and building your practice, your time and energy have grown to be in short supply.  Our goal is simple: to help you build and manage a more profitable practice so you can

 take control of your time.

You became a healthcare professional to make a difference in people’s lives. Between caring for patients, managing staff, and building your practice, your time and energy have grown to be in short supply.  Our goal is simple: to help you build and manage a more profitable practice so you can

 take control of your time.

Residents and Fellows

Residents and Fellows

Ever ask yourself any of the following questions?

  • How do I reduce my student loan payments?
  • What are the best strategies for reducing my taxes?
  • How do I save more money every month?
  • Is my employment contract fair?
  • How do I start planning for my own practice?
  • How much should I be saving for my retirement?

Practicing Physicians

Practicing Physicians

Ever ask yourself any of the following questions?

  • What type of entity should I select for my practice?

  • What tax strategies should I use?

  • How do I run my practice more efficiently? Is there a way to track how well I’m doing?

  • What is the value of my practice?  Should I acquire or merge with another group?

  • How do I incentivize and retain key employees?

  • Should I set up a Captive to manage risk?

Retiring Physicians

Retiring Physicians

Ever ask yourself any of the following questions?

  • How do I structure the sale of my practice?

  • What are the potential pitfalls when selling my practice?

  • How do I make sure my money covers my monthly expenses and needs?

  • How do I create a plan that provides for myself and my family and takes care of my employees?

  • What type of lifestyle do I want to maintain following my retirement?

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Empowering Doctors to Flourish

Empowering Doctors to Flourish

OUR TEAM

We know you expect the best. That’s why we’ve carefully assembled the SurePath Physician Services team who are each an expert in a specific aspect of your business. Together we’ll take care of all your financial needs.

patrickbrewerbw

Patrick has a multidisciplinary background in tax, investment management, and mergers & acquisitions. Patrick helps our clients look past the surface to underlying issues.

Patrick Brewer, CFA, CPA

Founder
juliedavisbw

Julie helps our clients develop and implement business strategies resulting in top-line revenue increases and improved bottom lines.

Julie Davis, JD, MHA, CMPE, LHRM

Practice Management Specialist
clintbowersbw

Clint helps our physician clients optimize and track their growth through strategic financial practices and custom-built tools.

Clint Bowers, CPA

Director of Tax & Accounting
travishornsbybw

Travis' company is a flat fee student loan consultant for professionals with six figures of student debt. He helps reduce loan debt and puts programs in place to help attract desirable recent graduates.

Travis Hornsby, CFA

Student Loan Consultant
timpowerbw

Tim helps our clients evaluate the risks facing their practice and puts together creative strategies to reduce insurance premiums while providing adequate protections.

Tim Power, AAMS

Asset Protection Specialist
franksalernobw

Frank advises and represents our clients in business matters, business formations, leases and mergers and acquisitions.

Frank Salerno, CPA, JD

Tax Attorney

OUR TEAM

We know you expect the best. That’s why we’ve carefully assembled the SurePath Physician Services team who are each an expert in a specific aspect of your business. Together we’ll take care of all your financial needs.

patrickbrewerbw

Patrick has a multidisciplinary background in tax, investment management, and mergers & acquisitions. Patrick helps our clients look past the surface to underlying issues.

Patrick Brewer, CFA, CPA

Founder
juliedavisbw

Julie helps our clients develop and implement business strategies resulting in top-line revenue increases and improved bottom lines.

Julie Davis, JD, MHA, CMPE, LHRM

Practice Management Specialist
clintbowersbw

Clint helps our physician clients optimize and track their growth through strategic financial practices and custom-built tools.

Clint Bowers, CPA

Director of Tax & Accounting
travishornsbybw

Travis' company is a flat fee student loan consultant for professionals with six figures of student debt. He helps reduce loan debt and puts programs in place to help attract desirable recent graduates.

Travis Hornsby, CFA

Student Loan Consultant
timpowerbw

Tim helps our clients evaluate the risks facing their practice and puts together creative strategies to reduce insurance premiums while providing adequate protections.

Tim Power, AAMS

Asset Protection Specialist
franksalernobw

Frank advises and represents our clients in business matters, business formations, leases and mergers and acquisitions.

Frank Salerno, CPA, JD

Tax Attorney

Want to grow and protect your medical practice?

 

Apply for a Practice diagnostic report customized exclusively for you.


Want to grow and protect your medical practice?

 

Apply for a Practice diagnostic report customized exclusively for you.


CUSTOM TOOLS JUST FOR MEDICAL PROFESSIONALS

We build a one page collaborative dashboard, our customized SurePath Transform Tool, that can give our clients powerful decision-making expertise to take their practice’s financials into a new level of clarity and success.

CUSTOM TOOLS JUST FOR MEDICAL PROFESSIONALS

We build a one page collaborative dashboard, our customized SurePath Transform Tool, that can give our clients powerful decision-making expertise to take their practice’s financials into a new level of clarity and success.

We call Austin, TX home, but we have clients all over the United States.

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Ready to Simplify your Finances?

Sign up for a FREE Strategy Session

We call Austin, TX home, but we have clients all over the United States.

call to action image

Ready to Simplify your Finances?

FREE Strategy Session