Begin before the intended sale date
Preparation usually starts with normalized financial information, production and hygiene reporting, patient and team facts, equipment needs, and the lease. Identifying missing or inconsistent information early gives the owner more options.
Control confidential disclosure
A public teaser should use only seller-authorized information. Practice-identifying material, detailed financials and patient or employee information require progressively tighter confidentiality and qualification steps.
Evaluate the practice and premises together
Lease term, options, assignment rights, occupancy cost, demolition or relocation rights, capacity and landlord timing can affect buyer confidence and transaction viability.
Use the right professionals
Legal, tax, accounting, formal valuation and lending conclusions should come from qualified professionals working with the actual transaction facts.