The Practice Owner's Exit Readiness Checklist

This checklist sets out twenty-five factors that affect your practice's value and how smoothly a sale goes. Work through it before you talk to any buyer.

Exit readiness checklist

What's inside

  • Your numbers: GRF, recurring %, concentration and lockup
  • Reducing owner-dependency to raise value
  • Fee & client quality buyers pay a premium for
  • Team, systems and record-keeping
  • Timing, tax and choosing the right buyer

The checklist is written by the people at Practice Group who buy and run practices. Each item you can tick supports a higher value and a quicker sale.

Get the checklist

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