by Alex Jones | Jul 28, 2026 | From the Field
Presenting “Unlocking Insurance Opportunities Using MSOs” at the Penn Mutual Life Sales Summit with Jordan Smith, JD, LL.M. In short. MSOs are often associated with medical practices, but the operating model may also support closely held businesses,...
by Alex Jones | Jul 28, 2026 | From the Field
Working through MSO structure with the commercial, corporate, treasury, and wealth teams at Bank of Oklahoma. In short. When a business owner forms a management services organization, the banking relationship changes before anything else does. Commercial lenders,...
by Alex Jones | Jul 26, 2026 | Uncategorized
Alex Jones, EA, CFP®, CLU®, ChFC®, CEPAFounder & Chief Executive Officer, Guardian Tax Consultants®Last reviewed: July 26, 2026 A management fee may be written at formation, but its durability is determined through years of operations, governance,...
by Alex Jones | Jul 18, 2026 | Technical Briefs
TECHNICAL BRIEF · LAW-FIRM REGULATION What law firms, MSOs, private-equity buyers, and transaction counsel should test in management agreements, client contracts, data systems, and employment authority. By Alex Jones, Founder & CEO, Guardian Tax Consultants® ·...
by Alex Jones | Jul 18, 2026 | Market Insights
MARKET INSIGHTS · LAW-FIRM CAPITAL How law firms, investors, and M&A counsel can choose between direct ownership, regulated authorization, contractual separation, and state-specific hybrid structures. By Alex Jones, Founder & CEO, Guardian Tax Consultants® ·...
