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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 | Urology

A urology 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

Chesapeake Urology Partners

Urology | 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$536,000 - $912,000
Expected arc9-18 months

Submitted snapshot

InputFictional estimate
Business inputThree-provider small group
Business input$1.76M collections
Business input$540,000 replacement compensation estimate
Specialty focusprocedure mix, ancillary interests, APPs, hospital coverage, and oncology continuity
Separate value considerationImaging, lab, and other ancillary distributions are shown separately and not presumed part of operating-practice value.

Value drivers

  • Procedure demand and documented care pathways
  • APP, scheduling, and billing workflows
  • Durable referral and hospital relationships

Risks to resolve

  • Hospital privileges and call alignment
  • Oncology continuity and procedural coverage
  • Lab, imaging, radiation, or other ancillary interests

Evidence requests

  • Office and surgical procedure mix
  • Oncology follow-up continuity
  • APP staffing and call schedule

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.