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Deal structure

Partial sales and equity rollover explained

A practical perspective for your next practice decision.

Practice Transition Pros · October 2026

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Selling a stake rather than everything

A partial sale can provide liquidity while leaving you with a clinical role or ownership interest. Control and future decision-making depend on the agreements, not just the percentage you retain.

Rollover equity has risk

Equity in the buyer or a related entity is not cash. Its future value depends on performance, dilution, distribution rules and a future liquidity event, which may not occur as expected.

Ask specific questions

Understand voting rights, employment commitments, exit provisions, fees and downside scenarios. Independent legal, tax and financial advice is essential before accepting complex consideration.

General educational information only. Speak with qualified legal, tax, financial and lending advisors about your circumstances.

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