Practice Transition Pros · October 2026
All resourcesEarlier creates more choices
A three-to-five-year planning horizon can give you room to reduce owner dependence, improve reporting and address lease terms. It does not commit you to selling.
Build readiness in stages
Maintain clean financial records, understand your earnings, document systems and evaluate your staffing model. Discuss practice, property and retirement goals together.
Refresh the plan
Personal circumstances and buyer markets change. Revisit your timeline with your advisory team rather than relying on a single valuation forever.
General educational information only. Speak with qualified legal, tax, financial and lending advisors about your circumstances.