Planning for Retirement

Transition planning

You don’t have to be ready to retire to start building a transition plan. The sooner you start, the better. We help you understand your options, prioritize your goals, set your timeline and plan your exit from ownership, no matter what stage you’re in!

Hospital valuation

A hospital’s value is more that a multiple of EBITDA (profit). It is a combination of return on investment, performance in the market, demographics, competition, care guidelines and operations systems, growth potential, and its team! Almost all of the factors that impact value can be improved. This is why hospital valuation is often the first step for transition planning, implementing growth strategies or improving practice performance.

Decoding corporate offers

Are you considering a corporate sale or just trying to determine a competitive price for your practice? We can help you navigate the nuances of a corporate offer so that you understand exactly how much money you are guaranteed at closing, what could be earned if the practice performs well post sale, and what financial changes to expect during your period of employment with the corporation. With this clarity, you can confidently choose the right offer or establish a competitive value for an dependent sale.