A physician / practice owner asks SYM,
“Will you be there for me when I need you?”
“We can be valued only as we make ourselves valuable.” – Ralph Waldo Emerson
Diego was a wealth management client and physician who owned his own medical practice. He recently received an offer to purchase his practice and was required to sign a letter of intent to sell within a short time frame if he wanted to pursue the opportunity.
As he was accustomed to doing with many business decisions, Diego sent the details of the offer to his advisory team to run through his financial plan, requesting to meet in person to discuss the outcomes. Though his SYM advisor was in New York to meet with another client, the advisor knew this request was both important and urgent.
Another member of Diego’s advisory team met with Diego, his wife, and his business partner in the office, while the primary advisor joined by phone to direct the conversation. Diego’s financial planner was able to make real-time changes to the doctor’s financial plan and emailed the reports to him shortly after the meeting.
The client went home and discussed the plan with his wife. He ultimately felt confident to sign the letter of intent before the deadline. At SYM, we take heart in knowing our clients uncommonly well. We believe it is the key differentiator to a successful outcome, and that these uncommon relationships render uncommon results.