Private management for liberal professions
“Integrated private & professional management,
with a single point of contact at your side”.
At Mentorium Partners, we offer doctors, surgeons, medical and paramedical professionals direct access to an integrated private and professional management system, steered by a single, dedicated contact, capable of understanding, structuring and anticipating all their needs - without duplicating meetings, speeches or decisions.
We become the healthcare professional's strategic representative: a direct, trusted link between you and your partners (chartered accountant, notary, lawyer, private bank, insurer), for greater clarity, consistency and efficiency.
What we can do for you :
About your professional activity
- Set up clear management of your business (cash flow, expenses, profitability)
- Optimization of working capital and cash flow (flow organization, cash flow forecast)
- Structuring your practice environment (SEL, SPFPL, SCI, holding company)
- Preparing for sale or retirement (valuation, projection, succession planning)
• Accompagnement en organisation du cabinet (gestion, RH, développement, charge mentale)
On your personal assets
- Drawing up a global wealth assessment, integrating your professional income, assets, family situation and life plans
- Structuring your investments (real estate, holding, investments)
- Tax optimization (remuneration, inheritance, personal taxation)
- Preparing for early transmission or inheritance, in line with your family objectives
- Coordination with your advisors (notary, lawyer, CGP...) to ensure a coherent and aligned approach
As your single point of contact, we :
- Translate your needs in a structured way to the various experts
- Centralize exchanges, data and decisions
- Anticipate sensitive or neglected points (tax, legal, financial)
- Ensure that all aspects of your professional and private life are aligned
A single objective: your peace of mind and overall performance
No need for multiple appointments. You have a single point of contact, experienced, reliable and attentive to your needs, to orchestrate your entire professional, financial and personal life.
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