STEP 8: Pre-Ownership Checklist


As the closing date approaches, there are many steps needed to prepare for business ownership.


Checklist Photo

Your To-Do List


Credentialing. Insurance policies. Your support team. There’s a lot to consider as you prepare to make the transition into ownership. How will you navigate your relationships with the staff — soon to be your staff? As a buyer’s coach, I’ve seen a lot of rough, rocky transitions, as well as many smooth, simple ones. What’s the difference? Use the resources here to learn more about what to do as your prepare for ownership. And if you use me as your transition coach, I’ll ensure that you’re well set up for success.

BUYING A PRACTICE IS A BIG DECISION


Brian helps buyers like you navigate a proven process to get it right.

See Pricing & Details

Listen to this podcast episode to understand the 5 things that must be done before closing day.