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Specialties
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
Other specialtyBegin with a discovery conversationAll practice-owner services
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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 | Orthopedic Surgery

A orthopedic surgery 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

Liberty Orthopedic Surgery

Orthopedic Surgery | 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$648,000 - $1.08M
Expected arc9-18 months

Submitted snapshot

InputFictional estimate
Business inputSports and joint solo owner
Business input$2.10M collections
Business input$610,000 replacement compensation estimate
Specialty focussubspecialty, surgical volume, postoperative pathways, ASC interests, PT, imaging, DME, and hospital alignment
Separate value considerationASC, physical therapy, imaging, and DME interests are separated from core professional-practice economics.

Value drivers

  • Defined subspecialty and surgical case mix
  • Scheduling and postoperative therapy pathways
  • Documented staff, referral, and payer operations

Risks to resolve

  • Surgeon-specific referral identity
  • Hospital alignment and implant arrangements
  • ASC, PT, imaging, and DME interests

Evidence requests

  • Surgical volume and subspecialty profile
  • Hospital and implant contracts
  • PT, imaging, and DME relationships

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.