How should independent psychiatry practices transition when the owner is ready to step back?

Why your perspective matters

Most public material on medical-practice transition is generic exit-planning content written for primary care and dermatology, with psychiatry mentioned in a sidebar. The actual mechanics are usually wrong, missing, or watered down: controlled-substance prescribing handoff, panel acuity, payer credentialing timing, telepsychiatry across state lines, malpractice tail, and ethical notice obligations. The people who could correct that material are almost never paid to write it.

This study is an attempt to fix that gap by talking to the people who see the actual cases: independent psychiatrists who have been through it (or are in the middle of it), and the attorneys, CPAs, bankers, brokers, and senior physicians who are in the room when the decisions get made. Twenty minutes of your perspective is a real contribution; we treat it as professional time.

What a 20-minute call covers

• Two to three open questions about your direct experience with practice transitions in psychiatry.
• Where you see psychiatrists prepare too late, or prepare the wrong things.
• What information makes your first meeting with a transitioning psychiatrist more productive.
• What you would want to see in a business-only planning workup before it landed on your desk, or what would make it inappropriate.
• What language you would want to see in disclaimers, scope statements, or referral handoffs.

No slides. No screen share. No ask at the end. If a follow-up is appropriate, we'll schedule it separately.

If you are an independent psychiatrist

Whether you are early in thinking about transition, in the middle of it, or post-transition, your perspective is what would make the public resources accurate. We are particularly interested in:

• What surprised you about the process, in either direction.
• What advice you wish you had received earlier.
• How you handled patient continuity, especially for higher-acuity or controlled-substance prescribing patients.
• What you would tell a peer one year behind you on the same path.

Confidentiality is part of the structure. Nothing you say is attributed without explicit permission, and we do not need (or want) any patient information.

If you are an attorney, CPA, banker, broker, or senior physician

You see the cases earlier than most. We are particularly interested in:

• What underprepared physicians most often arrive without.
• Where a planning step before your hour would reduce friction.
• The kinds of mistakes that you see often enough to know they are not random.
• Where a business-only planning report would help your work, and where it would be inappropriate or out of scope.
• What disclaimer or scope language you would expect to see before you would consider referring.

If a Doc2Doc advisor packet would be a good starting point, we are happy to send it before the call.

Participation terms

This is informal market research and professional learning, not academic human-subjects research, clinical consultation, legal advice, or financial advice. Calls are not recorded unless everyone explicitly agrees in advance. Notes are used internally to improve Doc2Doc resources and may be summarized only in anonymized, non-identifying themes.

We will not attribute a quote, name, organization, or specific anecdote without explicit permission. Participants should not share patient information, confidential client information, privileged legal information, or nonpublic transaction details.

What we will do with what we learn

We use anonymized, non-identifying themes to improve public resources, checklists, and the Doc2Doc Transition Workup. We may publish field notes such as "what attorneys say psychiatrists prepare too late" or "what successors need before reviewing a practice." We will not attribute comments by name without explicit permission, and we will share back a draft of any quote we plan to attribute.

Not a sales call

This is a conversation about the work, not a pitch. There is no follow-up sequence, no proposal at the end, and no soft opening for Doc2Doc services. The best contribution is candid perspective: what you have seen, what doctors misunderstand, what patients need protected, and what a planning tool should include. If you would like to keep the conversation going afterward, we'll figure that out in a separate email.

Prefer to share perspective without scheduling a call? Send your thoughts to hello@doc2docpro.com with the subject line "Field study notes" - a few paragraphs on what you see most often, what doctors get wrong, or what a planning tool should include is a real contribution.