Practice Transition Pros · October 2026
All resourcesStarting unprepared
Disorganized financials and an unclear lease can delay diligence. Prepare consistent records and identify issues before buyers discover them.
Accepting the first number
An unsolicited offer can be useful, but it is not the whole market. Compare qualified buyers and terms before committing to exclusivity.
Ignoring the full transaction
Counting contingent payments as cash, overlooking the building or delaying tax advice can distort the outcome. Evaluate the economics of the entire deal.
Leaving the transition until closing
Your team and patients need a considered communication plan. Negotiate your role and agree on announcements before the final documents are signed.
General educational information only. Speak with qualified legal, tax, financial and lending advisors about your circumstances.