How The Transition Works
A step-by-step guide
Phase 1
Discovery & Assessment
Typical Duration
1-2 Months
Key Activities
- Understand where your pratice currently is and what you need to make a transition successful
- Understand your price expectations and ensure we’re aligned
Phase 2
Agree commercial terms
Typical Duration
1-2 Months
Key Activities
- Negotiation of key commercial terms
- Address any identified concerns or gaps
Phase 3
Due diligence
Typical Duration
1-2 Months
Key Activities
- Negotiation of key commercial terms
- Address any identified concerns or gaps
Phase 4
Finalise sale agreement
Typical Duration
1-2 Months
Key Activities
- Negotiate final terms, conditions, and agreement structure
- Coordinate with legal and financial advisors
- Plan transition logistics and timeline
Phase 5
Transition & Integration
Typical Duration
Ongoing
Key Activities
- Execute transition plan and transfer responsibilities
- Support team through change management process
- Facilitate knowledge transfer and system handover
- Provide ongoing support during integration period
Every transition is unique
Every situation is different. Factors like practice size, buyer readiness, complexity, and your personal timeline all influence how long the process takes.
Some transitions move quickly, while others require more time for preparation or negotiation. We adapt our approach to fit your circumstances and priorities.
What remains constant is our commitment to guiding you through each step with clarity, expertise, and genuine care.
You’re not navigating this alone
Throughout the entire transition process, we’re your trusted advisor and advocate. We handle the complexity, manage the details, and ensure you have the support you need to make confident decisions at every stage.
Our goal is a successful outcome that protects your interests, supports your team, and sets you up for the next chapter.