Legacy Transition Planning involves transitioning your practice to an internal party rather than an outside buyer. A well-thought-out plan will help preserve your legacy and prepare your practice for a smooth transition without the loss of revenue, cash flow or consumer confidence.

From inventorying assets to executing a business transition plan, Private Practice Transitions can assist in the navigation of the entire process as we have for countless clients. Our team will guide you through each phase of the transition. This includes walking along side you as you prepare your business for sale, guiding you through due diligence to get the highest value for your business, facilitating and managing negotiations on your behalf, leading you through the closing process, and providing support as you transition out of your business.