Exit & Succession Planning
Creating Your Ideal Transition Roadmap
For healthcare providers considering retirement or practice transition, we provide structured exit planning solutions that align with your personal and professional goals. Our approach ensures that your legacy, patients, and team are well-cared for during any transition.
Our Exit & Succession Planning services include:
Long-Term Exit Strategy
We help you align personal and financial goals with a strategic transition timeline, typically beginning 3-5 years before
your desired exit. This proactive approach maximizes options and outcomes.
OwnershipTransition Planning
We structure customized transition plans for:
• Internal sales to partners or associates
• External sales to strategic buyers or private equity firms
• Partial equity sales that allow continued practice involvement
• Gradual transitions that protect patient relationships and staff continuity
Tax & Wealth Planning Coordination
We collaborate with your legal and financial advisors to optimize post-sale wealth preservation, including:
• Tax-efficient transaction structures
• Retirement planning considerations
• Wealth management strategies
• Philanthropic and legacy planning
