Describe the practice
Specialty, structure, timeline, core economics, staffing, referrals, and aggregate operating facts. No PHI.
For practice owners
Retirement, succession, affiliation, sale, and thoughtful wind-down all begin with the same question: what needs to be protected, what can carry forward, and what should be documented before anyone makes a commitment?
The first review
We organize the facts that determine whether a practice can transition well, then identify the work that belongs with advisors or a future successor. You remain in control of the path and timing.
Specialty, structure, timeline, core economics, staffing, referrals, and aggregate operating facts. No PHI.
Our review considers operating value, transferability, continuity, specialty-specific issues, and the documents still needed.
Receive a recommended path, range or evidence status, advisor questions, and priorities for the next year.
Choose your owner path
Use this section to see what Doc2Doc would clarify before a sale conversation, successor search, partner discussion, wind-down plan, or path recommendation.
Succession Workup
Succession fails when an owner searches for a person before defining what that person must safely inherit. The Workup starts with overlap, clinical scope, credentialing runway, and patient continuity obligations.
Marketplace-ready after overlap and continuity evidence are clear.
Publishing the opportunity or naming a successor before the continuity and handoff obligations are defined.
Prepared sale Workup
A sale path should not begin with raw buyer browsing. Doc2Doc organizes the file, separates what can transfer from what still depends on the owner, and identifies what could safely become an anonymous profile.
Anonymous profile can test buyer fit before identity disclosure.
Sending exact identity, location, staff names, or loose financial claims to buyers before the file has been normalized.
Growth partner screen
A partner path should distinguish capacity, capital, management support, successor coverage, and control preferences. The Workup makes the owner position legible before any group conversation.
Best for testing fit with a physician-owned group or operator without public exposure.
Talking to groups before deciding what control, economics, and clinical continuity the owner is unwilling to give up.
Continuity-first Workup
Some practices are not clearly sellable today, but the owner still needs a responsible plan. Doc2Doc can organize records, notification, coverage, staff, referral communication, and optional successor paths.
Usually not buyer-facing yet. Successor optionality can remain open after the wind-down plan is organized.
Waiting until the final months to decide records, notices, coverage, and patient-routing responsibilities.
Path-first Workup
If the owner is unsure, the first deliverable should be a path recommendation, not a sales process. The Workup tests the evidence and explains what would change the recommendation.
No marketplace exposure until the owner sees the recommended path and approves a next step.
Letting a default answer like sale, affiliation, or closure harden before the facts are organized.
Request a Workup
The initial request is short. If your specialty is supported, we will follow with a business-only intake tailored to the practice. We will not ask for patient information.
Please do not submit PHI. Keep this to business, operations, timing, and broad transition priorities.