Ready to sell?

Ready to sell?

We're here to help you along your journey.

A smooth process starts with preparation. Below are ways you can make sure you get the most out of your sale and feel confident about your practice’s next step.

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Create a plan

Envision how you would like your practice to grow before you kick off the sales process. Determine which areas of your business can offer greater profitability down the road. Also consider how you would like to support your team’s development and career goals.

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Make a wish list

Define your motivations for selling your practice and what matters most to you. These motivations should stay in line with your practice’s culture and values, so your legacy is carried forward appropriately. Continue to refer to this list throughout the process as a guide for making decisions.

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Have a number in mind

Understand what your practice is worth and use it to weigh in on your offer. You can do this by hiring an independent appraiser. This will also help you evaluate your practice’s market position, financials and more so you can correct any issues before selling.

 

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Get your finances together

Have current, reliable and accurate financial reports at the ready. Remember, these documents will tell an important part of your practice’s story and can serve as the roadmap for success after your practice is sold.

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