Agency Services

Contract Services

Student & Resident Program

Comprehensive Program

What Will a Physician Agent Do For You?

An agent will get you the best contract, pay for themselves in the process, and help you keep more of your hard-earned money.

Physicians are often business-naive, and don’t fully grasp all of the personal and professional opportunities associated with being a doctor. An agent understands you and your unique interests and then pairs that with the optimal legal and business structure to support it. He is a trusted representative of your interests as you navigate to your preferred destination. This includes contract negotiation, legal counsel, business advice, or business mentorship and coaching.

Your agent will generally be responsible to manage
your business and legal affairs, including: 

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Representing you in business deals

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Representing you in contract negotiations

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Managing marketing and business development opportunities

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Financial agency work through oversight of bank, tax, accounting, and investment services

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This comprehensive scope of service will be outlined in the agency service agreement and will cost not more than 1% of your annual compensation.

What Will a Physician Agent Do For You?

An agent will get you the best contract, pay for themselves in the process, and help you keep more of your hard-earned money.

Physicians are often business-naive, and don’t fully grasp all of the personal and professional opportunities associated with being a doctor. An agent understands you and your unique interests and then pairs that with the optimal legal and business structure to support it. He is a trusted representative of your interests as you navigate to your preferred destination. This includes contract negotiation, legal counsel, business advice, or business mentorship and coaching.

Your agent will generally be responsible to manage
your business and legal affairs, including: 

 

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Representing you in business deals

et|icon_check_alt|

Representing you in contract negotiations

et|icon_check_alt|

Managing marketing and business development opportunities

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Financial agency work through oversight of bank, tax, accounting, and investment services

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This comprehensive scope of service will be outlined in the agency service agreement and will cost not more than 1% of your annual compensation.

Contract Review Packages

$649

SimpliMD Silver Contract Review

Attorney notes via email

Compensation Analysis

Benefits Analysis

$999

SimpliMD Gold Contract Review

Attorney notes via email

Compensation Analysis

Benefits Analysis

Covenants Analysis

Business Structure Analysis

1-hour phone consultation with SimpliMD agent

$1500

SimpliMD Platinum Contract Review

Attorney notes via email

Compensation Analysis

Benefits Analysis

Covenants Analysis

Business Structure Analysis

1-hour phone consultation with SimpliMD agent

2 hours of attorney negotiationof contract with employer

Resident Program

We know that most residents are neck high in loans, and need financial, business, and contract advice. What they really need is an agent who understands their value in the market, who listens to their individual needs, and who can be trusted to help organize their financial future. SimpliMD is just that–an agency built by physicians for physicians. We have sought to create a resident-friendly fee structure that has no hidden fees, and one that can grow with you as you move on from residency. Check out our various options for helping you. If you’re not sure which option you need, just contact us here. We’ll be happy to work with you! You truly need an agent, especially one who is a practicing physician and understands your needs!

Resident Working Session: $249 for 90 minutes PACKED with value

If you have a few specific questions and are looking for professional advice that you can take and implement, this is an ideal engagement for you. We work to pack as much value in an hour and a half as possible, with whatever specific issues are on your mind. Insurance, benefits, student loan repayment optimization, tax strategies, investment overview–just to name a few!

SimpliMD Has a Comprehensive Program for Residents. This includes:

1. Formation of your own Dr. “X” Professional Corporation

2. Gold Contract Review program

3. Benefit Program Sourcing

4. First 3 months of Business Services that can be upgraded to an annual service agreement

5. An agent who listens to your personal and professional goals and helps create the right structure to reach those goals

6. Loan Repayment Planning and Advice

7. Financial Planning including investing and retirement

8. An agent and professional team who will walk with you through all stages of your medical center

Student Program

At SimpliMD building a relationship of mutual trust is central to our student program. Let us understand your personal and professional goals, and we will work to help you reach them. Personal budgeting, educational loan strategies, and unbiased individualized coaching are all part of a package that includes completing your annual personal taxes. Cost $20/month or $199 annually.

Comprehensive Program

Year One: Design the Plan

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Step 1: Free Online Assessment at SimpliMD.com

  • Cost: FREE
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Step 2: Discovery and Assessment

  • SimpliMD will learn about your personal and professional goals. We will seek to understand your current practice environment, compensation structure, and benefits.

  • SimpliMD will provide you a brief Feasibility Report including full report on benefit plans, business structure, and PSA. 

  • This step includes confirming your current employer is willing to transition your current contract to an Employment Lite PSA contract

  • Cost: $995
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Step 3: Review & Recommendation

  • Sign on with SimpliMD as your agent and begin a highly individualized process based upon a deeper dive into your current professional and personal life structure including your full financial architecture

  • SimpliMD will provide a full personal feasibility evaluation including complete report on benefit plans, recommended business structure, contract formation and investment/retirement options

Year Two: Make It Happen

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Step 4: Reorganize & Implement

  • Implementation process of full business structure (including formation of Dr. “X” PC), tool kit, employment lite contract, legal compliance, accounting, payroll, taxes, coaching, and termination process associated with ending your current employment agreement and benefit plan

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Step 5: Business Support and Ongoing Maintenance

  • New Dr. “X” PC entity is fully operational

  • SimpliMD continues to provide ongoing coaching and support as your agent

  • Legal team provides ongoing compliance meetings

  • Accounting team helps manage business account, payroll, corporate taxes, and other book-keeping elements, including personal taxes (if desired)

  • Financial team provides support to maximize retirement savings, wealth management, and benefit packages

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Our goal at SimpliMD is to manage all of the details involved with this process so that during the entirety of this transition, you can continue to simply focus on providing quality care in your current practice of medicine.

Don't Wait Any Longer.
Start Forging Your Own Path Today!

Resources for PhysiciansDoctor Incorporated - You Are a Business

Doctor Incorporated hosts the podcast, The Truth About Employed Physicians. Click to learn more and access the free resources for physicians.