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Genwealth 360 Practice Transition Intelligence™

Physician Practice
Exit Readiness
Score™

A practice can be valuable on paper and still be difficult to transfer. Measure the architecture beneath the exit—owner dependence, records, tax, real estate, succession, liquidity and the income system that must exist after medicine.

Run My Exit Readiness ScoreRead the exit intelligence brief ↗

Educational readiness diagnostic only. Not a valuation, transaction recommendation or prediction of sale proceeds.

The sale is an event. The exit is an architecture.

A strong practice does not automatically create
a strong transition.

For many physician owners, the practice is simultaneously an income source, an operating company, a professional identity, a retirement asset, a real-estate tenant and a future liquidity event. Those roles should be coordinated long before the closing table.

The Physician Practice Exit Readiness Score™ measures eight dimensions that can affect how prepared the complete system is for transition. It does not estimate enterprise value; it identifies architectural questions worth examining.

01

Transferability

Can the economic engine continue without the selling physician carrying the entire value?

02

Owner Dependence

How dependent are revenue, relationships and operations on the physician-owner personally?

03

Financial Readiness

Are reporting, normalization and documentation clear enough for scrutiny?

04

Tax & Transaction

Have structure, timing and transaction consequences been considered before terms are fixed?

05

Real Estate

Is practice property coordinated with the operating-company transition rather than treated separately?

06

Succession

Are leadership, clinical continuity and key-person dependencies deliberately addressed?

07

Liquidity

Is the physician prepared for timing, concentration and uncertainty around transaction proceeds?

08

Life After Exit

Is there a post-exit income and capital architecture, not merely a sale-price target?

Interactive Exit Diagnostic

How ready is the practice
to become transferable wealth?

Score each statement from 0 to 4. The engine converts your answers into an illustrative readiness profile and highlights the area most likely to deserve attention before an exit becomes urgent.

GENWEALTH 360 // EXIT READINESS ENGINE0 OF 8 SYSTEMS SCORED
01TransferabilityThe practice can produce durable economic value without depending entirely on me.
02Owner DependenceRevenue, referrals, operations and patient relationships are not excessively dependent on my personal presence.
03Financial ReadinessFinancial statements, add-backs, compensation, contracts and operating records are organized and explainable.
04Tax & Transaction ReadinessTransaction structure, entity design, timing and tax consequences are being considered before a buyer dictates the sequence.
05Real Estate CoordinationPractice real estate, leases, ownership and future disposition are coordinated with the operating-company exit.
06Succession & ContinuityLeadership, clinical continuity, staff retention and key-person responsibilities have a credible transition plan.
07Liquidity ReadinessI understand how transaction timing, holdbacks, earn-outs, taxes and concentration could affect usable liquidity.
08Post-Exit Income ArchitectureI have modeled how income, spending, investment capital, taxes and purpose will work after the practice is no longer my primary engine.

Important: This score is an educational readiness framework, not a valuation, appraisal, fairness opinion, legal opinion, tax estimate, investment recommendation, buyer analysis or guarantee of a transaction outcome. Actual transition decisions require coordinated advice from qualified legal, tax, accounting, valuation, transaction and financial professionals.

From practice value to personal freedom

The objective is not merely to sell.
It is to convert an operating asset into an intentional next chapter.

A well-prepared transition coordinates the business with the physician's personal tax, liquidity, investment, retirement, estate and lifestyle architecture.

Explore Late-Career Physician Planning
UNPREPARED EXITPractice-centric wealthOwner dependenceBuyer-driven timingTax considered lateUnclear post-exit income
→
ARCHITECTED TRANSITIONTransferable financial systemReduced dependenceSequenced decisionsTax-aware transaction planningDefined post-exit capital roles

The question after the transaction

When the practice stops paying you,
what financial system takes over?

Genwealth 360's broader Physician Financial Architecture™ framework connects the practice transition to tax, capital, ownership, liquidity, protection, freedom and legacy.

Take the Physician Architecture DiagnosticSee the complete architecture ↗