Preparing to Purchase or Sell: Practice Valuations and Related Considerations

Understanding the issues impacting practice value and eventual saleability is key to maximizing profitability at all stages of ownership. Reducing stress with an understanding of less tangible issues encountered during practice management is key to increasing ownership satisfaction.

Transition consultants and industry experts Barb Johns and Greg Garbutt will touch on the issues that most often need the attention and energy of owners, and will provide practical and implementable suggestions for improvement.

Key Learning Objectives:

• From the beginning of an ownership journey: how to assess the big ticket issues that require immediate attention versus those that can wait.
• How to best position a practice to be both profitable and sustainable from the start to the finish.
• How to determine and implement changes to reduce stress and increase owner satisfaction.
• Preparing for an eventual sale: focusing on the biggest potential negatives to a successful outcome, and “staging” your practice for the sale.

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