Our Clients

Our clients recognize the value of forging a long-term relationship with a trusted financial professional dedicated to understanding the unique needs of their individual firms, and of the professional partners that they comprise. By serving as our clients’ advisor, PPG Partners’ expertise assumes many of the burdens of “running the business,” allowing our professional clients to focus on what they do best.

We work with clients from across the spectrum of professional services. PPG Partners’ original niche catered exclusively to healthcare providers (independent physicians and dentists, encompassing numerous medical specialties). Now, PPG Partners serves all professional service fields, including healthcare, dental, veterinary, legal, architectural and engineering.

While PPG Partners' clients are concentrated in Wisconsin and Illinois, we serve throughout the Midwest region. In addition, using today’s technological tools, we are able to easily work with many clients who are located throughout the U.S.

Our Services

PPG Partners, LLC offers an array of personalized business management and consulting services to the professional service business community. We engage the latest in information technology, while maintaining a commitment to face-to-face interactions with our Midwestern clients.  As a pro-active partner, we assist your firm to both manage the day-to-day demands of your business, and to set and realize your long-term goals.

Our services are personalized for each client and include, but are not limited to: 

Business Management Consulting

  • Business valuation
  • Business start-up and planning
  • Business insurance reviews
  • Buy-in and buy-out agreements
  • Client/patient satisfaction surveys
  • Cost reduction analysis
  • Employee benefit plan design and administration (retirement and cafeteria plans)
  • Employee salary and benefit surveys
  • HIPAA compliance
  • Income distribution analysis
  • OSHA compliance
  • Overhead reduction advice
  • Patient fee surveys
  • Personnel policies and procedures
  • Purchase vs. lease analysis

Accounting and Tax Services

  • Budgeting
  • Cash receipt oversight
  • Client/patient fee reviews and surveys
  • Coding and reimbursement analysis
  • Critical review of patient billing procedures
  • Embezzlement audits
  • Employee compensation reviews and surveys
  • Estate tax services in partnership with estate attorneys
  • Financial Compilations (monthly and annual)
  • Gift tax returns
  • Payroll processing
  • Stockholder/partner agreement assistance
  • Tax audit preparation

Retirement Plan Design and Administration

  • 401(k) Plans
  • Defined Benefit Pension Plans
  • Cash Balance Plans
  • Contribution testing
  • Government reports
  • Participant reports

Financial Planning

  • Estate planning
  • Fiduciary services in partnership with estate attorneys
  • Higher education funding plans for children
  • Investment portfolio review
  • Personal financial statements
  • Personal insurance reviews
  • Retirement/personal financial planning
  • Tax-planning (year-round)
  • Trust administration

Experience with Medical, Dental, and Veterinarian Groups

Since PPG Partners’ inception, we have provided financial and business management services to all forms of doctor groups, including primary care physicians, specialist and sub-specialists; dentists; and veterinarians. Whether in private practice, academia or a hospital-based environment, single physician office or large multi-specialty group practice, we have assisted a wide range of medical professionals in southeastern Wisconsin and northern Illinois.

Services for Attorneys

Legal restraints, bar rules and codes of ethics dictate that some accounting procedures or transactions be handled differently from other businesses. PPG Partners’ trained and experienced team of accountants and consultants are familiar with providing services unique to attorneys, including trust accounts, retainer management, client expense advances, time management, income distribution and client/matter identification.

Please contact us to learn more about how PPG Partners can assist your firm.