FOR Your Next Chapter: Concierge Medicine Exit & Succession Readiness Assessment
This downloadable PDF assessment is designed exclusively for physicians preparing to transition, sell, or gradually step back from their Concierge Medicine practice. Whether you’re planning a retirement, evaluating buyer interest, or exploring phased succession, this tool helps you assess your readiness—financially, operationally, emotionally, and strategically.
Developed by Concierge Medicine Today (CMT), this assessment blends industry insight with practical guidance so you can plan a thoughtful, well-timed exit that protects your patients, preserves your legacy, and prepares you for your next season with clarity and confidence.
Mindset, identity & emotional readiness
Financial & valuation clarity
Operational systems & continuity planning
Patient communication & succession considerations
Timing, market conditions & strategic exit mapping
Actionable checklists, self-assessments, and next steps
Concierge physicians
Membership-based practice owners
Specialists operating private-pay or hybrid models
Physicians considering retirement, sale, or phased succession
📄 Instant digital download (PDF)
6+ pages
Version 1.0 — 2026 Edition
© Concierge Medicine Today, LLC
(Copy/paste into your shop under “Disclaimers” or “Important Information”)
This assessment is for educational and reflective purposes only. It is not legal advice, financial advice, medical guidance, or a guarantee of outcomes in any practice model. Every transition—whether partial, gradual, or complete—carries risks, regulatory requirements, and operational complexities.
Users should consult:
• Qualified legal counsel
• Licensed financial professionals
• Healthcare M&A advisors
• Tax professionals
• Experienced practice consultants
before making decisions that may affect their practice, patients, or livelihood.
Your career is too important—and your calling too meaningful—to make decisions based on assumption or urgency. Use this tool to gain clarity, then seek expert counsel and proceed with wisdom.
© 2026 Concierge Medicine Today, LLC. All rights reserved.
FOR Your Next Chapter: Concierge Medicine Exit & Succession Readiness Assessment
This downloadable PDF assessment is designed exclusively for physicians preparing to transition, sell, or gradually step back from their Concierge Medicine practice. Whether you’re planning a retirement, evaluating buyer interest, or exploring phased succession, this tool helps you assess your readiness—financially, operationally, emotionally, and strategically.
Developed by Concierge Medicine Today (CMT), this assessment blends industry insight with practical guidance so you can plan a thoughtful, well-timed exit that protects your patients, preserves your legacy, and prepares you for your next season with clarity and confidence.
Mindset, identity & emotional readiness
Financial & valuation clarity
Operational systems & continuity planning
Patient communication & succession considerations
Timing, market conditions & strategic exit mapping
Actionable checklists, self-assessments, and next steps
Concierge physicians
Membership-based practice owners
Specialists operating private-pay or hybrid models
Physicians considering retirement, sale, or phased succession
📄 Instant digital download (PDF)
6+ pages
Version 1.0 — 2026 Edition
© Concierge Medicine Today, LLC
(Copy/paste into your shop under “Disclaimers” or “Important Information”)
This assessment is for educational and reflective purposes only. It is not legal advice, financial advice, medical guidance, or a guarantee of outcomes in any practice model. Every transition—whether partial, gradual, or complete—carries risks, regulatory requirements, and operational complexities.
Users should consult:
• Qualified legal counsel
• Licensed financial professionals
• Healthcare M&A advisors
• Tax professionals
• Experienced practice consultants
before making decisions that may affect their practice, patients, or livelihood.
Your career is too important—and your calling too meaningful—to make decisions based on assumption or urgency. Use this tool to gain clarity, then seek expert counsel and proceed with wisdom.
© 2026 Concierge Medicine Today, LLC. All rights reserved.
