What is a medical practice really worth?
WHY IT MATTERSLook beyond revenue to normalized earnings, payer mix, patient concentration, staffing, systems, and transferability.
Future article · seminar · podcastInstitute
BUSINESS & PRACTICE OWNERSHIP
Build, acquire, protect, and eventually transition what you own.
Resources for business founders and practice owners connecting enterprise decisions with personal wealth, people, succession, and an eventual exit.
RESOURCE TOPICS
Start with the question closest to your situation.
Each topic highlights where financial, tax, benefit, business, and family decisions may intersect—and why planning before a deadline or transition can preserve more options.
Buying a clinic: asset purchase or equity purchase?
WHY IT MATTERSUnderstand how the transaction structure may change liabilities, taxes, contracts, assets, and financing.
Future article · seminar · podcastQuestions to ask before acquiring a medical practice
WHY IT MATTERSEvaluate financial records, operations, compliance, employees, contracts, and the seller’s transition plan.
Read article →Financing a practice acquisition without overpaying
WHY IT MATTERSCoordinate purchase price, working capital, debt service, guarantees, and the buyer’s personal financial capacity.
Future article · seminar · podcastKeeping key employees after an acquisition
WHY IT MATTERSIdentify the people essential to patient continuity, operations, leadership, and enterprise value.
Future article · seminar · podcastPreparing a clinic for succession or sale
WHY IT MATTERSBuild transferable value before retirement, ownership transition, partner buyout, or an eventual sale becomes urgent.
Future article · seminar · podcastThese resources are designed to support better questions and more coordinated decisions.
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