2025 Building Your Transition Team for a Successful Practice Sale

1. Who is buying practices now?(Required)

Individual Owner Operators

Corporate/DSO - Small Groups

Corporate/DSO - Private Equity Firms

All of the Above

2. A Financial Planner prepares legal documentation and safe guards against potential liabilities during the transition.(Required)

True

False

3. An attorney protects against post-sale liabilities, ensuring a successful and smooth transition by avoiding costly oversights.(Required)

True

False

4. Your Practice transition team should be at the forefront of your mind only when entering the life stage of retirement.(Required)

True

False

5. A CPA offers crucial financial insights and strategic tax planning relevant to the sale.(Required)

True

False

Course Exam