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Financial Readiness
0 / 5
Updated financial statements (current year)
3 years of complete tax returns prepared and organized
Current profit & loss statement (last 12 months)
Detailed collections report broken down by provider and procedure
Overhead analysis with itemized expense categories
Practice Documentation
0 / 5
Updated patient charts with current records and treatment plans
Staff employment agreements, compensation, and benefit summaries
Current lease agreement with remaining term and renewal options
Complete equipment list with age, condition, and value estimates
Supplier and vendor contracts with terms and expiration dates
Legal Readiness
0 / 4
Corporate documents, articles of incorporation, and ownership structure current
All professional licenses current and in good standing
No pending lawsuits, malpractice claims, or legal disputes
Non-compete clauses reviewed and understood with legal counsel
Operations
0 / 4
Practice systems and workflows documented and transferable
Decision to sell made; key staff informed on need-to-know basis
Transition plan outlined including patient notification strategy
Referral network and specialist relationships documented
Personal Readiness
0 / 3
Retirement or financial plan in place post-sale
Post-sale plan defined (retirement, new venture, part-time work)
Emotional readiness assessed — comfortable with transition and letting go
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