- Initial Consultation
(Clarify Personal & Practice Goals)
- Written Proposals of Our Services
- Detailed Description of a Plan of Action & Timetables
- Personal Profiles
(Dr. & Potential Associates)
- On Site Visits
- Valuation of the Practice
- Prospectus
(Detailed View of the Practice)
- Synopsis
- Marketing Plan
(Opportunity & Timetable)
- Prepare Confidentiality Agreements
(For Prospective Associates & Others)
- Help Groom the Practice
(To Enhance Value, Quality & Efficiency)
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- Interview & screen potential Associates
- Help Structure & coordinate agreements between Drs., Attorneys, CPAs and other Advisors
- Facilitate integration of the new Associate into a Practice
- Help Staff develop and be part of a positive transition process
- Facilitate the transition process when the Dr. is ready to exit the Practice
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