---
title: "Schedule a Term-Sheet Review | Physician Buyout Plan"
description: "Talk to Qubera Wealth Management about a private equity offer, a rollover position, or life after a practice sale. A first conversation is free, and we will say if you do not need us."
h1: "Talk to us before you sign"
lede: "A first conversation costs nothing. Bring the letter of intent or term sheet if you have one. If you do not need a planner, we will say so."
eyebrow: "Talk to us"
group: decide
order: 60
nav_label: "Contact"
breadcrumb: "Contact"
type: WebPage
cta: false
updated: 2026-09-07
llms_summary: "Contact page for Physician Buyout Plan and Qubera Wealth Management. Offers a free first conversation about a private equity practice offer, rollover equity, or post-sale planning; describes what to bring (LOI or term sheet, entity type and S election date, draft allocation, employment agreement summary, state of residence); explains the three-step engagement (first call, flat-fee term-sheet review with the physician's attorney and CPA, optional ongoing planning); and gives the firm's Los Angeles location. Phone and scheduler are placeholders to be completed before launch."
---
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<h2>What to bring</h2>
<ul class="check-list">
<li>The letter of intent or term sheet, signed or not.</li>
<li>Your entity type and, if an S corporation, the date of the election.</li>
<li>The buyer's draft purchase price allocation, if you have one.</li>
<li>A summary of the proposed employment agreement: term, base pay, production formula, non-compete.</li>
<li>Your state of residence and whether a move is under consideration.</li>
<li>The rollover percentage and anything you have been told about the equity class and the waterfall.</li>
</ul>
<h2>How an engagement works</h2>
<ol class="steps">
<li><h3>A first conversation, no charge</h3><p>Thirty minutes. You describe the offer and where you are in the process. We tell you whether a review would change anything, and if it would not, we say so.</p></li>
<li><h3>A term-sheet review, flat fee</h3><p>We model the after-tax outcome under the buyer's draft and under what you should ask for, review the rollover terms and waterfall, flag state and timing issues, and give you a short written list to take to your attorney and CPA. We join the call with them if you want.</p></li>
<li><h3>Ongoing planning, if you want it</h3><p>After closing, some clients ask us to manage the proceeds and plan around the scrape and the second bite. That is a separate engagement with an asset-based fee, described in Form ADV Part 2A. It is optional.</p></li>
</ol>
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<h2>Reach us</h2>
<form class="calc" action="#" method="post" aria-labelledby="contact-form-heading">
<h3 id="contact-form-heading" style="margin-top:0">Send a note</h3>
<p class="calc-note">This form is a placeholder for the scheduler or form handler to be connected before launch.</p>
<div class="calc-grid">
<div><label for="f-name">Your name</label><input id="f-name" name="name" type="text" autocomplete="name" required></div>
<div><label for="f-email">Email</label><input id="f-email" name="email" type="email" autocomplete="email" required></div>
<div><label for="f-specialty">Specialty</label><input id="f-specialty" name="specialty" type="text"></div>
<div><label for="f-stage">Where you are</label>
<select id="f-stage" name="stage">
<option>Exploring, no offer yet</option>
<option>Offer or LOI in hand, unsigned</option>
<option>LOI signed, before closing</option>
<option>Closed, holding rollover equity</option>
<option>Something else</option>
</select></div>
</div>
<label for="f-msg" style="margin-top:0.9rem">Anything else</label>
<textarea id="f-msg" name="message" rows="4" style="width:100%;font:inherit;padding:0.55rem 0.7rem;border:1px solid #b9b2a5;border-radius:6px"></textarea>
<p style="margin-top:1rem"><button class="button button-light" type="submit">Send</button></p>
</form>
<h3>Other ways</h3>
<p>Email: <a href="mailto:nirav@quberawealth.com">nirav@quberawealth.com</a><br>Phone: (xxx) xxx-xxxx<br>Qubera Wealth Management, Los Angeles, California<br>Firm site: <a href="https://quberawealth.com">quberawealth.com</a></p>
<p class="calc-note">Please do not send account numbers, Social Security numbers, or full deal documents through this form. We will set up a secure link for documents after the first conversation.</p>
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