RETIREMENT, LEGACY PLANNING, SUCCESSION AND INSIGHTS ABOUT THESE TOPICS COLLECTED OVER THE YEARS!

We’ll be the first to admit that we don’t have all the answers and we’re not there yet!

What we’ve learned we want to share with you with open hands and minds. We hope you will find this section helpful as you create remarkable environments for patients to connect in more meaningful ways with you and your practice.

Connect and Learn From Industry Experts

• Retirement Podcasts and Articles (See below)

• List of Industry Consultants That Can Help You Exit Your Practice, Hire a Successor, Etc.*

  • Not Vetted; Not an endorsement*

Topics Outlined:

• Practice Valuation Perspectives

• Checklist: Consolidation Transactions with Concierge Medicine Practices and Practical Recommendations for Concierge Practice Physician Owners

• Sales to Third Parties

• Organizational Health Assessment

• Manage your finances

• Transitions, Terminations and Retirement

• Bookkeeping vs. Accounting