This will be Step 1 of our PEA-SimpliMD PC-Employment Lite Process

What you'll get:

• During this step we will run the numbers through our team of business, legal, and accounting professionals to make sure this is a wise move for you. This will include:
  
  • A written Tax Analysis reviewing "As Is" with "As Is" tax form projections
    
  • Household Cash Flow Analysis demonstrating how the cash flow process will change through your micro-corporation
    
  • Fair Market Compensation Analysis from Contract Diagnostics, a leader in the field of physician compensation analysis.
    
  • A Recommendation for next steps with PEA-SimpliMD or another agency you would prefer to use.
• We will apply the cost of this step to steps 2 and 3
  
• After completing the feasibility step, we'll create your PC during the On-boarding and implementation steps.
  

What you'll also get when you purchase this product: 

• What’s Included: Start-Up Program Scope of Services

  Delivered by PEA-SimpliMD + Our Vetted Network of Professionals

  🏛️ Legal Formation & Compliance

  • Corporation naming, bylaws, registered agent, Articles of Incorporation

  • EIN filing, business entity report, medical board registration

  • 3 months of legal tail support through Lattice Legal

  • PSA review and redlining for Employment Lite agreement

  • Annual corporate meeting note templates

  💰 Accounting & Tax Setup

  • Payroll for owners/family

  • Bank reconciliation, QuickBooks setup

  • Quarterly estimated taxes + IRS guidance

  • Setup of 1099s, invoicing, and tax structure planning

  📈 Strategic Business Coaching

  • 4-Pack Business Coaching + 12 months of support

  • SimpliMD onboarding toolkit (budget templates, DURP guides, etc.)

  • Goal-setting, entity-level planning, and early growth support

  💼 Wealth & Retirement Planning

  • Connection with PEA-SimpliMD-vetted advisors (or your own)

  • Integration of retirement planning into corporate strategy

  • Consolidation of existing retirement assets into PC structure

  🌐 Ongoing Communication

  • Central coordination across legal, tax, and financial providers

  • Document collection, onboarding scheduling, and compliance monitoring

  📚 All Lean Program Products Included:

  • ✅ PEA Pro Membership

  • 📚 Two flagship courses: Doctor, You Are a Business & Creating a Practice Without Walls

  • 🧾 Business Plan Bundle

  • ✅ Employment Lite Resource Kit

  • ✅ Micro-Corp Formation Templates

  • ✅ Unlimited email support