INVESTMENTS
External Partners
At Ballard Global, we go beyond offering exceptional investment vehicles, we connect you to a curated network of experts who complement your financial strategy. Through trusted partnerships, we help you unlock value far beyond your portfolio.
Medical Practice Brokers & Exit Advisors
Planning to sell a medical or dental practice? Our partners specialize in practice valuations, buyer vetting, and deal structuring, ensuring you maximize value while minimizing complexity. Many of our investors first connected with Ballard during or after a successful practice transition.
Self-Directed IRA Specialists
Our Self-Directed IRA (SDIRA) partners empower investors to use retirement funds to invest in Ballard Global offerings without triggering penalties or taxes. From setup to compliance, these professionals streamline the process so you can take control of your retirement strategy, privately and powerfully.
Tax Strategy & Advisory Services
Preserving returns means minimizing tax drag. That’s why we align with top-tier tax strategists who specialize in alternative investments, real estate, and business exits.
Whether you're navigating passive loss rules or optimizing charitable structures, our partners help you invest smarter.