Get Ready for a Buy, Sell, or Owner Transition Scenario

A transition in your practice requires a lot of planning. Whether you are buying a new practice, selling an existing practice, or transitioning owners in or out of the practice, you need to plan ahead to achieve the best results. SVA’s team discussed key considerations for this important stage in the life of your practice.

• Evaluating practice value and due diligence
• Timing and tax consequences
• The breakeven point of employing an associate
• Tips for bringing on a new associate
• Considerations when an associate leaves the practice