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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 | Ophthalmology

A ophthalmology 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

Keystone Eye Surgical Associates

Ophthalmology | 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$371,000 - $664,000
Expected arc9-18 months

Submitted snapshot

InputFictional estimate
Business inputSolo cataract-focused owner
Business input$1.18M collections
Business input$340,000 replacement compensation estimate
Specialty focuscataract volume, optical economics, premium services, equipment, ASC interests, and postoperative continuity
Separate value considerationASC distributions and separately tracked optical inventory are not included in this core practice range.

Value drivers

  • Documented cataract and procedure demand
  • Scheduling and postoperative protocols
  • Optometry referral relationships and staff workflows

Risks to resolve

  • Surgical reputation tied to the owner
  • Premium lens and cash-pay service mix
  • ASC, optical, and major equipment economics

Evidence requests

  • Surgical volume and payer mix
  • Equipment leases and service agreements
  • Optical and premium-service revenue separation

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.