Creating Successful Practice Transitions

Whether you are new to the profession and weighing your practice options or strategizing your end game, this course will arm you with the tools and metrics necessary to create YOUR successful practice transitions.

Are you considering buying a practice?

Selling your practice?
Bringing in or have an associate who may seek an eventual ownership position?
Are you an associate who wishes to buy into a practice, now or in the future?

Successful Practice Transitions is for YOU!

Our esteemed faculty of experts include Dr. Rich Green & Ms. Joan Unterschuetz who combined have more than 60 years of consulting experience, working with countless practices. They are joined by Drs. Denny Byrne & Nancy Ward who recently completed their own successful transition with their two practices.

During this interactive course, November 12-15, 2014, Rich and Joan, supported by Denny and Nancy, will walk YOU through learning:

  • successful models of financial arrangements and transfer of ownership
  • tools for supporting, exploring and clarifying YOUR vision of a future transition
  • a range of useful metrics
  • supporting sustaining relationships with all stakeholders
  • developing timelines
  • how to gather a support team for your transition
  • how to develop an individualized plan for your transition
Invite a spouse or key team member, who will be integral in your implementation,
to participate in this course!

Utilizing metrics to assess opportunity and risk in your practice transition, YOU will create effective operational and relationship management with confidence! 
We will help make this process seamless and successful!

The Pankey Institute • One Crandon Boulevard • Key Biscayne, FL 33149 • 1.800.4PANKEY •


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