A commercial real estate transaction can either catapult or cripple your business. As one the highest expenses of healthcare practices, a real estate negotiation needs to be handled by an expert. One small mistake on a lease or purchase can cost hundreds of thousands of dollars. Protect yourself and your business by identifying these five […]
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Rick Epple, Aurochs Financial Group, NDA Member
Have you heard the latest? That the federal government has issued new rules when it comes to overtime exemptions? Are you wondering what that means? How it affects you? You’re not alone! And, we’re here to help! To do that, we first have to address a myth about compensating your staff and get a few […]
I am often asked the question or some variation from a prospective client: Is your ongoing financial advisory fee really going to be worth it to us? The simple answer is I won’t know for sure until I dig into your planning. I do believe and have found that we provide a very real return on an investment […]
Heritage is involved from the start. We provide project management for all the necessary steps to complete your project. We work directly with the design team of architects and engineers, lending our expertise and knowledge of the construction process to develop a plan with function and creativity that meet your goals, while also managing […]
There is a lot of talk in healthcare today about ‘quality care’ and what really comprises a quality ‘patient experience.’ Call it ‘patient experience’ or ‘patient satisfaction,’ the end result is the same. Patients need to feel good about your practice – and we’re not talking just about their dentist – but the receptionist, the […]
To ensure you have controls in place to protect your organization, use this checklist to assist with your periodic fraud prevention procedures review. Review and update internal procedures and controls Train personnel on fraud prevention best practices Establish dual control procedures for ACH, remote deposit capture and wires Review employee access privileges and limit administrative […]
From The Shield: A security newsletter for businesses • Spring 2016 Since the events of September 11, 2001, banks and regulators are more focused on limiting the potential for financing terrorist and drug-related activities through our financial system. As a result, banks have increased their efforts to prevent money laundering and terrorist financing, and to […]
As we manage YOUR plan, we also coordinate your team of specialists as needed, including tax, insurance, estate, and legal team members.
Hot Topics In Dentistry • Thursday, May 12, 5:30-8:50PM What better way to earn two fundamental Dental Credits & two Practice Management Credits while enjoying this beautiful setting? The Minnesota Landscape Arboretum is available to explore before and during the continuing education event. Bring your spouse, or partner! Beer, Wine and Appetizers included! Anxiety! When […]