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The Practice Owner's Exit Readiness Checklist

Twenty-five things that decide what your practice is worth — and how smoothly it sells. Work through them before you talk to any buyer.

What's inside

  • Know your numbers — GRF, recurring %, concentration, lockup
  • Reduce owner-dependency — the biggest lever on value
  • Fee & client quality buyers pay a premium for
  • Team, systems and getting your house in order
  • Timing, tax and choosing the right buyer

Written by the people who actually buy and run practices — practical, no sales pitch. The more boxes you can tick, the stronger your number and the quicker your deal.

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