Practice Succession Planning - Are You Ready for an Exit? How to Be & Why it Matters

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1. Rate your understanding of practice valuation.

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2. Have you received any unsolicited offers for your practice?

Yes

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3. Which phase of transition planning are you currently in?

	Not started	In progress	Completed
Phase 1: Initial Planning	Phase 1: Initial Planning Not started	Phase 1: Initial Planning In progress	Phase 1: Initial Planning Completed
Phase 2: Preparation	Phase 2: Preparation Not started	Phase 2: Preparation In progress	Phase 2: Preparation Completed
Phase 3: Execution	Phase 3: Execution Not started	Phase 3: Execution In progress	Phase 3: Execution Completed
Phase 4: Completion	Phase 4: Completion Not started	Phase 4: Completion In progress	Phase 4: Completion Completed

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4. What is your primary concern about exiting your practice?

Valuation accuracy

Marketability

Tax consequences

Timeline management

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5. What's your target timeline for exiting your practice?

Less than 1 year

More than 5 years

Clear

i We adjusted the number you entered based on the slider’s scale.

Practice Succession Planning - Are You Ready for an Exit? How to Be & Why it Matters

Question Title

1. Rate your understanding of practice valuation.

Question Title

2. Have you received any unsolicited offers for your practice?

Question Title

3. Which phase of transition planning are you currently in?

Question Title

4. What is your primary concern about exiting your practice?

Question Title

5. What's your target timeline for exiting your practice?

Question Title

6. How confident are you in your current exit strategy?

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7. What additional information or support would you need to feel fully prepared for your practice exit?

Practice Succession Planning - Are You Ready for an Exit? How to Be & Why it Matters

Question Title

* 1. Rate your understanding of practice valuation.

Question Title

* 2. Have you received any unsolicited offers for your practice?

Question Title

* 3. Which phase of transition planning are you currently in?

Question Title

* 4. What is your primary concern about exiting your practice?

Question Title

* 5. What's your target timeline for exiting your practice?

Question Title

* 6. How confident are you in your current exit strategy?

Question Title

* 7. What additional information or support would you need to feel fully prepared for your practice exit?

1. Rate your understanding of practice valuation.

2. Have you received any unsolicited offers for your practice?

3. Which phase of transition planning are you currently in?

4. What is your primary concern about exiting your practice?

5. What's your target timeline for exiting your practice?

6. How confident are you in your current exit strategy?

7. What additional information or support would you need to feel fully prepared for your practice exit?