Get Your Practice Exit Playbook

A comprehensive guide for practice-owning clinicians and their partners seeking a values-aligned exit strategy on their timeline.

Access The Playbook Now

This 25 Page Playbook Will Help You:

  • Compare every exit pathway side-by-side so you can choose with clarity
  • Get aligned with your spouse on lifestyle goals, timing, and non-negotiables so you can exit on your terms
  • Access Deal checklists for LOI through closing to negotiate confidently and avoid costly surprises
  • Calculate your true Freedom Number—most doctors misjudge this by 15–20%
  • Learn an alternative model for income security that protects you from running out of money in retirement
  • Retain staff and patients with proven communication and transition frameworks
  • Design your post-exit identity and purpose
  • Create your personalized exit roadmap with guided worksheets and scorecards.

​”Selling your practice is the largest transaction and largest evolution of your life.” - Dr. David Phelps