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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 | Psychiatry

A psychiatry 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

Harbor Psychiatry Associates

Psychiatry | 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$188,000 - $351,000
Expected arc9-18 months

Submitted snapshot

InputFictional estimate
Business inputSolo physician owner
Business input$650,000 collections
Business input$150,000 replacement compensation estimate
Specialty focuspanel continuity, prescribing complexity, telehealth portability, and successor fit
Separate value considerationNo separately owned ancillary assets included in the planning range.

Value drivers

  • Documented referral sources and demand
  • Staff, billing, EHR, and telehealth workflows
  • A defined owner overlap plan

Risks to resolve

  • Longstanding physician relationships
  • Controlled-substance and complex prescribing workflows
  • Psychotherapy intensity, acuity, and successor fit

Evidence requests

  • Panel continuity by aggregate care category
  • Telehealth state footprint and coverage protocol
  • Prescribing governance and crisis routing

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.