BOSTON · AUSTIN · EST. 1998
Six Industries,
One Partner-Level Standard.
For twenty-six years, GD Financial has built sector-specific tax, accounting, and wealth advisory for established business owners across healthcare, real estate, SaaS, family offices, non-profits, and multi-generational wealth. Each industry gets its own playbook — and the same partner-led attention.
Sector Practices
Six practices, each built around a single industry.
We do not generalize. Every engagement begins with sector context — cohort benchmarks, regulatory cadence, ownership structure, and the exit event your industry rewards. Select the practice that mirrors your business.
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01
Healthcare Practice Owners
“A fourteen-physician dental group in the Midwest restructured their S-corp into a holding architecture that funded two new practice acquisitions — and reduced their combined federal exposure by a documented 19.4% in the first filing cycle.”
Practice owners, DSOs, and specialty medical groups across 22 states — partnered with a former IRS Senior Revenue Agent on audit representation and an in-house JD on entity structuring.
Read the healthcare practice → -
02
Real Estate Investors & Syndicators
“A multifamily sponsor with $180M in assets under management moved 412 rental units into a cost-segregation program that generated $4.2M in accelerated first-year depreciation — without altering the operating partnership.”
Syndicators, operators, and high-net-worth investors holding between 5 and 800 rental units, including 1031 exchange pipelines and opportunity-zone deployments.
Read the real estate practice → -
03
Founder-Led SaaS & Technology
“A founder of a Boston-area vertical-SaaS company we’ve worked with since seed built her R&D credit documentation into a board-presentable asset — and exited at a 4.1x revenue multiple with a clean diligence trail.”
Seed through Series C operators with $2M–$40M ARR, including R&D credit capture, ASC 606 revenue recognition, and pre-sale diligence preparation.
Read the SaaS practice → -
04
Multi-Generational Wealth
“A third-generation industrial family in the Northeast consolidated seven entities, three trusts, and two foundations into a single governance calendar — and increased their documented annual retention from 71% to 94%.”
Family principals with $20M–$500M in investable assets, coordinating trusts, GRATs, ILITs, and philanthropic vehicles with the operating company’s tax calendar.
Read the wealth practice → -
05
Family Offices
“A single-family office with three generations and nine investment entities moved their partnership accounting, K-1 issuance, and Form 990-PF preparation under a single fixed-fee engagement — eliminating the December scramble entirely.”
Single- and multi-family offices between $80M and $1.4B AUM, providing investment partnership accounting, bill-pay oversight, and direct-to-CFO reporting.
Read the family office practice → -
06
Non-Profit Organizations
“A regional non-profit consortium we’ve worked with for nine consecutive years restored their unmodified audit opinion after a prior firm issued a going-concern finding — and added $620K in previously uncaptured program-related investment documentation.”
Operating non-profits, foundations, and trade associations ranging from $3M to $80M in annual program spend, including Form 990 preparation and single-audit coordination.
Read the non-profit practice →
Twenty-Six Years Across Sectors
One standard of practice, applied across all six industries.
- 26 Years of continuous practice, founded in 1998
- 1,800+ Active client entities across 38 states
- 96% Year-over-year client retention, 2021–2024
- 0.00% IRS penalty rate across the last 11 filing seasons
$2.1B in aggregate client revenue under advisory. Twelve licensed CPAs. Three CFAs. Two JDs. One former IRS Senior Revenue Agent.
A Note on Industry
“An industry is not a vertical we serve — it is a working language we have learned to speak. When tax strategy is written in the cadence of your sector, the numbers stop being abstract and start becoming decisions you can act on this quarter, this filing cycle, this board meeting.”
The Partner Group · GD Financial, P.C.
A 30-Minute Partner Conversation
Bring your industry to the table.
Tell us which sector you operate in, and we will route your strategy call to the partner who has spent the most working hours inside it. Fixed-fee scoping follows the conversation — never before.
[email protected] · 200 State Street, Suite 1450, Boston, MA 02109