Partners We Work With And Trust

We have spent years building relationships and working with numerous businesses and professionals. Everyone on this page we have vetted and still work with today. We only accept the highest quality services and products, saving you time and money from having to find the top one percent yourself.

Tech Partner

CrecenTech

CrecenTech delivers a wide array of Tech and Digital marketing solutions aimed at driving business growth, including, CRM setup, custom software, business automation, and MarTech integrations—enabling professionals and businesses to operate smarter, faster, and more efficiently.

Team & Time Management

StaffViz

StaffViz offers advanced productivity management and time tracking solutions designed to optimize workforce efficiency. With built-in support for VA management and remote staffing, the platform provides real-time insights into employee performance, task monitoring, and workflow optimization—empowering businesses to manage distributed teams effectively.

Finances

Doc2Doc Lending

Doc2Doc Lending is a financial lending platform created for doctors, by doctors – providing personal loans with low interest rates.

Tax Professionals

K2 Business Group - a.k.a. Capital Impact

Busch Tax Company LLC

Nathaniel Busch, CPA founded Busch Tax Company in 2016 to meet the growing demand for entrepreneurial tax & accounting services.
We believe one of the most significant threats to a taxpayer is ineffective tax compliance. We Value Entrepreneurs & Self-Investors. Our Billing Practices Are Reasonable. Our Advice is
Cost-Benefit Driven. We Are Proactive, Not Reactive.

Busy Bee Advisors

Busy Bee Advisor is a premier team of Book keepers, Accountants, Tax Advisors and Quick Books Certified Pro Advisors with a passion for helping small business owners find financial clarity in their business.
We’re confident our bookkeeping, accounting and tax professionals can evaluate your situation and help you find ways to save and improve your business.

Tax Goddess

Tax Goddess is a premier tax strategy firm led by Shauna Wekherlien, CPA, specializing in advanced tax planning for businesses and high-net-worth individuals. Known for its innovative approach, Tax Goddess helps clients legally minimize tax liabilities and maximize wealth through customized strategies. With a focus on proactive planning and a deep understanding of complex tax laws, their team provides guidance on deductions, credits, and entity structuring tailored to each client’s unique financial situation. Tax Goddess is dedicated to delivering significant tax savings, allowing clients to focus on growing their wealth and achieving their financial goals. 

Dave Foster

Dave Foster is a renowned real estate investor and Qualified Intermediary who specializes in helping investors maximize their wealth through 1031 exchanges. With over 20 years of experience, Dave has assisted countless clients in deferring capital gains taxes by reinvesting their property profits into new investments. His educational approach and personalized coaching provide investors with the tools and strategies to build long-term wealth, all while navigating the complexities of real estate transactions. Through his company, The 1031 Investor, Dave is committed to empowering individuals to achieve financial freedom.

Other Resources

Podcasts

Real Estate Mogul M.D. Podcast

The Real Estate Mogul, M.D. podcast shares the real-world journeys, stories, and conversations that transform your mindset, build your business, diversify your investments, and multiply your cash flow to help you live life by design.

The White Coat Investor Podcast

The White Coat Investor Podcast launched in January 2017. As of September 2020 each podcast is averaging 31,000+ downloads. The podcasts range from 20-60 minutes long so you can listen to one during the average commute.

Books

The Amazon #1 BEST SELLER ‘How To Get Rich As A Doctor’ is an easy-to-read manual that explicitly outlines the quickest way to build wealth by leveraging real estate as a doctor. This book deals explicitly with the challenges and financial issues doctors face, how to navigate through them, and resources to help achieve your wealth goals. It will teach you exactly how to continue to practice medicine full-time while building massive wealth and creating a stream of passive income. 

Coaching

Results Driven

Tiffany and Josh have navigated the real estate landscape with remarkable success and resilience. After their initial ventures in rentals and flipping homes, they encountered a significant setback, which led them to master the art of wholesaling. This strategic pivot wholesaled 165 properties in their second year and over 300 properties annually. Their journey is marked by consistent growth, a robust rental portfolio, and a steadfast partnership both in business and life.

Nathan Astle

Nate Astle is the Founder of the Financial Therapy Clinical Institute. He is a Licensed Marriage and Family Therapist and Certified Financial Therapist. He specializes in couples, emotions and money, and financial trauma. As a past board member of the Financial Therapy Association, he has been featured in numerous outlets like CNBC, USA Today, TD Ameritrade, and Money Geek.

Britt Lefkoe

Britt Lefkoe is a business and personal development coach, who specializes in coaching entrepreneurs and executives who are looking to push through glass ceilings, uplevel in their business, and create more joy and authenticity in their lives.
For over 20 years, she has been expanding upon the groundbreaking work of her father, Morty Lefkoe, whose belief-based, neuroscientific approach to business and personal development has been instrumental in the growth of individuals and organizations around the world.

Eric Recker

Eric Recker is a dynamic coach, speaker, and dentist who is passionate about helping individuals maximize their potential both personally and professionally. With a focus on personal development and leadership, Eric’s coaching sessions guide clients through strategies for achieving a balanced and fulfilling life. His holistic approach combines actionable insights with a deep understanding of the challenges people face in today’s fast-paced world, making his coaching a valuable resource for those looking to transform their mindset and achieve lasting success.

Michael Hersh

Dr. Michael Hersh, a practicing gastroenterologist and physician coach, is passionate about helping fellow physicians navigate the complexities of their careers while maintaining balance in their personal lives. After starting his medical career in 2009 and embracing leadership roles, Michael experienced a shift in priorities with the birth of his children. This change led him to reassess his work-life balance and explore the world of financial independence and physician coaching. Now, Michael helps physicians overcome burnout, moral injury, and career overwhelm by guiding them through meaningful, transformative thought work.

Aaron Moseley

Aaron Moseley is a renowned coach and mentor for healthcare professionals, with a focus on helping medical practitioners grow their practices through innovative marketing strategies. With deep industry insights and a proven track record, Aaron empowers physicians and healthcare providers to thrive in the competitive medical field. His coaching emphasizes digital marketing, patient acquisition, and practice growth, offering personalized strategies to elevate a medical practice’s online presence. Through his tailored approach, Aaron helps healthcare professionals build sustainable growth and long-term success.

Practice Manager Mastermind

Brandon Allen

Learn from Brandon Allen, a seasoned manager who’s been there. He’s transformed his career from making critical management mistakes to leading teams to significant growth and success. Discover the tools and resources that helped him achieve 30-50% office growth, high employee retention and promotion rates, and even contribute to a company’s placement on the Inc. 500 list. 

BUMP - Build Your Own Medical Practice

Build Your Own Medical Practice Course…Are you a medical employee who’s interested in starting a medical practice, but you don’t have all of the information to do so? Maybe you’re a resident just out of training and wanting to know how to start a healthcare practice, but you just need a guide. No matter where you are in your journey, the Build Your Medical Practice course (BUMP) from Mogsi can provide the necessary steps to help you start your own medical practice.

SOPE - Society Of Physician Entrepreneurs

Our goal at SoPE is to accelerate innovations in order to improve healthcare. We seek to empower doctors, other healthcare providers and entrepreneurs with the information, resources, connections, and experience they need to commercialize their ideas, inventions and discoveries. If you are interested in improving healthcare through innovation, please join us. Good luck with your new venture.

Community

Bigger Pockets

Learn and Succeed in Real Estate Investing.  Since 2004, Bigger Pockets has been creating educational resources for aspiring and experienced real estate investors. BiggerPockets offers straightforward, actionable advice and inspiring success stories through our: Weekly expert-led webinars, Real estate and money blog, 5 podcast shows, 30+ books!

Passive Income MD

Passive Income MD provide doctors with the resources they need to achieve financial freedom through passive income.

Dentists / Doctors Passive Real Estate Investing Club

This group is exclusively for Dentists, Doctors / Physicians and practitioners in the medical field. How would you like your passive income to replace your active income? That’s the goal of this group. We educate you on the top real estate investment opportunities that produce massive cash flow and produce passive income that will equal or rival your active income and save you a ton on taxes

Physicians and Properties

Physicians and Properties’ mission is to teach you how investing in real estate can give you the freedom to practice medicine and live life how you want!

Real Estate Agents

Jennifer Page

Jennifer Page is a seasoned healthcare real estate expert with CARR, specializing in tenant and buyer representation. Focused on supporting healthcare professionals, Jenifer ensures that her clients secure optimal spaces for their practices. Her expertise spans every step of the leasing and purchasing process, from site selection to negotiation, with a deep commitment to minimizing costs and maximizing flexibility. Jenifer’s tailored approach allows healthcare providers to focus on patient care, knowing their real estate needs are managed by a trusted advisor who understands the nuances of the medical industry.

Stefan Zelich

Stefan Zelich is a leading healthcare real estate advisor specializing in the acquisition, leasing, and sale of medical properties. As part of Focus Healthcare Realty, Stefan brings a wealth of expertise in navigating the unique needs of healthcare providers and investors. His strategic approach helps clients maximize property value, streamline transactions, and ensure facilities align with industry standards. Whether it’s assisting medical practices in expanding their reach or guiding investors through complex healthcare real estate landscapes, Stefan provides trusted insights and tailored solutions for long-term success in the healthcare sector.

Link Medical Spaces

Link Medical Spaces is a leading healthcare real estate solutions provider specializing in the acquisition, leasing, and sale of medical properties. Our team brings a wealth of expertise in navigating the unique needs of healthcare providers and investors. With a strategic approach to maximizing property value, streamlining transactions, and ensuring facilities meet industry standards, we empower clients to grow efficiently and sustainably. Whether advising medical practices on expansion or guiding investors through complex healthcare real estate landscapes, Linked Medical Spaces delivers trusted insights and tailored solutions for long-term success in the healthcare sector.

Real Estate Attorneys

Moschetti Law Group

Moschetti Law Group specializes in real estate law, providing expert legal services to protect and guide clients through complex transactions. Whether you’re buying, selling, or investing in real estate, their team of skilled attorneys ensures your interests are safeguarded throughout the process. With a deep understanding of the real estate market, Moschetti Law Group offers personalized solutions, contract review, and dispute resolution to help you navigate legal challenges confidently and successfully. Their mission is to offer peace of mind in every real estate transaction, no matter the complexity.

Investment Opportunities

Sentinel Net Lease

Sentinel Net Lease, LLC is launching its latest real estate investment vehicle, Sentinel Opportunity Fund I, LLC. During this time of market uncertainty, Sentinel will leverage its capabilities and track record to take advantage of favorable industry tailwinds and the compelling risk-return profile of stabilized office, retail, and industrial properties.

Pay It Forward

Samaritan’s Purse

Samaritan’s Purse is a global humanitarian organization providing physical and spiritual aid to needy people. With a mission to follow the example of Jesus Christ, Samaritan’s Purse serves in more than 100 countries, offering disaster relief, medical care, and sustainable solutions to communities facing crises. Their impactful programs include emergency food and water distribution, health initiatives, and rebuilding efforts after natural disasters.

Wounded Warrior Project

Wounded Warrior Project is dedicated to supporting veterans and service members who have incurred physical or mental injuries, illnesses, or wounds during their military service. By providing resources for rehabilitation, career counseling, and mental health services, Wounded Warrior Project helps these brave individuals transition back into civilian life. Their programs are designed to empower warriors with the tools they need to thrive and live fulfilling lives post-service.

St. Jude Children’s Research Hospital

Samaritan’s Purse is a global humanitarian organization providing physical and spiritual aid to needy people. With a mission to follow the example of Jesus Christ, Samaritan’s Purse serves in more than 100 countries, offering disaster relief, medical care, and sustainable solutions to communities facing crises. Their impactful programs include emergency food and water distribution, health initiatives, and rebuilding efforts after natural disasters.

Shriners Children's

Shriners Children’s is a world-renowned healthcare system dedicated to providing specialized pediatric care to children with orthopedic conditions, burns, spinal cord injuries, and cleft lip and palate, regardless of their families’ ability to pay. With a focus on innovative treatments and cutting-edge research, Shriners Children’s hospitals offer life-changing care that helps children lead healthier, more fulfilling lives. Their mission is to improve the lives of children in need, ensuring that every child has access to exceptional care and medical advancements.

Disabled American Veterans

DAV (Disabled American Veterans) 
DAV is a nonprofit organization dedicated to empowering veterans to lead high-quality lives with respect and dignity. Through its comprehensive services, DAV offers critical support, including assistance with disability claims, career resources, and access to meaningful peer connections. Their mission is to ensure veterans, and their families receive the benefits they have earned while fostering a sense of community and purpose. DAV’s programs provide the resources veterans need to thrive after service, with a strong focus on career coaching, education, and overall well-being. 

Tunnels To Towers Foundation

T2T is a nonprofit organization dedicated to fostering growth, connection, and resilience within the local community. Through a diverse range of support programs, T2T empowers individuals and families by providing essential resources, mentorship, and tools for personal and professional development. Guided by a mission to uplift and unite, T2T bridges the gap between needs and resources, cultivating a network of support that encourages positive change. Whether through job training, educational initiatives, or emotional support, T2T helps individuals transform their lives, build sustainable skills, and achieve long-term success.

Mercy Ships

Mercy Ships is a global humanitarian organization providing life-changing medical care to those in need through hospital ships. Staffed by volunteer medical professionals, Mercy Ships delivers free surgeries, medical training, and community development programs to underserved regions, bringing hope and healing to thousands. Their mission is to transform lives by improving access to essential healthcare services while training local professionals to create lasting health systems in the communities they serve.

Operation Smile

Operation Smile is a global nonprofit dedicated to providing free cleft lip and cleft palate surgeries to children and young adults in underserved communities. With a network of medical volunteers, they offer life-changing procedures and ongoing care, including speech therapy and nutritional support. Operation Smile is committed to breaking barriers to essential healthcare, helping children smile brighter while empowering local healthcare professionals through training and education for sustainable impact.

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