Physician practice transition planning

What happens to your practice when you step away?

When stepping away becomes real, the questions are practical and personal: can another physician assume the work, what is the operating practice worth, what still depends on you, and how do patients and staff get through the change well? We help organize those decisions.

Physician-led, business-only, and reviewed before delivery. About us

Business-only intakeNo PHIFounder-reviewedIndicative planning ranges

Choose the specialty that best describes your practice

Choose your specialty
PsychiatryGastroenterologyOphthalmologyDermatologyUrologyOrthopedic SurgeryOther specialty

What we help answer

Three decisions usually matter first.

You do not need a sales process to start thinking clearly. A useful first review should tell you where the practice is strong, where the transition may fail, and what information is still missing.

01

What can transfer?

We examine operating economics, referral durability, staffing, systems, and the specialty-specific work a successor would need to carry forward.

02

Which path is realistic?

A prepared sale is only one possibility. A successor transition, affiliation review, additional preparation, or a planned wind-down may fit better.

03

What should happen next?

The Workup identifies evidence requests, advisor questions, continuity concerns, and 30 / 90 / 365-day priorities.

Methodology

We begin with facts that a physician owner can actually gather.

We combine common business inputs with the operating realities of each specialty. We do not add a premium because a practice happens to include an ASC, an optical shop, a device, or an ancillary stream. Those items deserve their own documentation and review.

Read the full methodology

What you receive

A Workup meant to be used in the next conversation.

It is not a generic score or a formal appraisal. It is an organized read on the practice before you decide whether to involve a successor, buyer, counsel, accountant, or another group.

  • Recommended transition path and reasoning
  • Indicative core-practice range, or a clear evidence-required status
  • Value drivers, risks, and specialty-specific continuity flags
  • Evidence requests and advisor preparation questions
  • 30 / 90 / 365-day priorities
See a fictional psychiatry Workup
Transition WorkupIllustrative outputFounder-reviewed
Recommended pathPrepare before outreach
Range statusEvidence-gated
Primary issueTransferability
30Documents
90Advisors
365Transition

The boundaries matter.

We ask for business and aggregate operational information only. Do not send patient names, clinical notes, records, diagnoses, or identifiable details.

Ancillary assets kept separate where appropriateNumbers shown only when the economics support themPlanning guidance, not legal or valuation advice

Specialty paths

The transition questions change with the practice.

Choose a specialty for tailored guidance, a fictional sample Workup, resources, and a buyer or successor perspective.