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Choose a specialtyTransition questions tailored to the way your practice operates.
PsychiatryContinuity, prescribing, telehealthGastroenterologyProcedures, recall, ASC interestsOphthalmologySurgery, optical, ASC interestsDermatologyMedical, Mohs, cosmetic mixUrologyProcedures, call, ancillariesOrthopedic SurgerySurgical mix, PT, imaging
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Specialties

PsychiatryContinuity, prescribing, telehealthGastroenterologyProcedures, recall, ASC interestsOphthalmologySurgery, optical, ASC interestsDermatologyMedical, Mohs, cosmetic mixUrologyProcedures, call, ancillariesOrthopedic SurgerySurgical mix, PT, imagingOther specialtyDiscovery conversation
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Fictional sample | Gastroenterology

A gastroenterology Transition Workup, shown in practical terms.

This fictional example demonstrates how submitted business facts are distilled into a path, an indicative planning range or evidence-required status, risks, and priorities.

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Doc2Doc Transition Workup | Fictional practice | Founder-reviewed format

Riverside Digestive Health

Gastroenterology | No PHI included | Core operating-practice economics only

Executive summary

This practice has documented demand and enough operating clarity to justify preparation for a controlled transition process. The owner should assemble source financials and specialty-specific evidence before initiating introductions. The indicative planning range below applies only to core operating-practice economics.

Recommended pathPrepare for sale
Indicative range$452,000 - $782,000
Expected arc9-18 months

Submitted snapshot

InputFictional estimate
Business inputTwo-physician small group
Business input$1.45M collections
Business input$410,000 replacement compensation estimate
Specialty focusprocedure volume, recall systems, ASC economics, anesthesia and pathology relationships, and call coverage
Separate value considerationA minority ASC interest and its distributions are displayed separately and are not included in this operating-practice range.

Value drivers

  • Reliable colonoscopy and EGD volume
  • Recall and surveillance systems
  • Staffing, scheduling, payer, and referral workflows

Risks to resolve

  • Hospital privileges and call coverage
  • Anesthesia and pathology relationships
  • Owner-specific ASC interests or distributions

Evidence requests

  • Procedure volume by site and service
  • Recall-system completeness
  • ASC ownership and distribution documents

30 / 90 / 365-day priorities

30 daysNormalize financials, identify separate assets, and confirm continuity and records responsibilities.
90 daysResolve evidence gaps, test credentialing and transfer assumptions, and select an advisor-supported path.
365 daysExecute the chosen transition with controlled introductions and documented continuity safeguards.

This is a fictional planning example, not a certified valuation opinion or a promise of transaction outcome. Qualified professional advisors must evaluate source documents and transaction terms.