Preparing Financially for the Sale or Transition of a Medical Practice

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Practice Owner Strategy

Audience: Physicians & Practice OwnersPublished: [Pending]Reviewer: [Pending]

Personal-plan questions to bring alongside a valuation and legal team.

This article will walk through the framework, the questions it prompts, and how a physician might work through it with their CPA, attorney, TPA, insurance professional, or financial planner. Cornerstone articles are written to inform conversations — not to prescribe decisions.