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$99 -Practice Transition Preparation: Due Diligence Guidelines For A Buyer and a Seller

  • August 03, 2017
  • 8:00 AM - 12:00 PM
  • Fishers

Registration


Thank you for registering! The seminar will take place in the conference room of 14074 Trade Center Dr, Fishers, IN 46038.

Looking forward to seeing you there!

ICAI
Registration is closed

        

Comparing Practice Options

  • Identify your vision
  • Identify your needs
  • Identify your ideal practice
  • Acquisition
  • Associateship
  • Start-Up

Financing -- Getting Prepared & What To Expect

  • Credit score and credit check
  • Co-signer
  • Personally guarantee the debt
  • Usable personal savings
  • Secondary source of income, potentially
  • Loan request
  • Insurance -- Life & disability
  • Personal financial statement will be needed
  • Documents needed if purchasing
  • Documents needed if starting up

    

Transitioning Into Ownership-- How To Become The Business Owner

  • Telling the team and patients
  • Lease vs building ownership
  • Vendors needed
  • Hiring the team & retention methods
  • NPI numbers needed
  • Software licenses
  • Business and personal insurance need changes
  • Payroll
  • 3rd party financing
  • Internal policies
  • Marketing plan
  • Insurance credentialing
  • Maintaining finances, bookkeeping, accounting, tax needs
  • On-going legal needs



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