Is your practice prepared for succession?

Practice Transition Strategies

Independent medical practices are the backbone of care delivery, but for these organizations, remaining independent is challenging, especially during times of transition. When buying out retiring partners, a clear path to succession is critical to the preservation of a practice’s independence. Traditional methods create challenges such as cash flow interruption and interpersonal conflict. Borrowing money is expensive, and selling to a hospital eradicates the autonomy of the practice.

At MaxWorth, we believe that tax-efficient tactics are key to establishing a better path to succession. Our Practice Transition Strategies ensures that the necessary funds are available to a practice when a retiring partner is ready to step away. Unlike traditional approaches, our program minimizes cash flow interruption, can be more cost-effective than lending programs, and helps secure the independence of the practice for future partners.

Want To Learn More? Let’s Talk.

Every healthcare organization is unique. Our solutions are customized to fit your needs. If you would like to find out more about us and our solutions, or simply discuss your organization's compensation challenge, complete the form below, and we will arrange a call with one of our consultants.

Please enter your name.
Please enter a valid email address.
Please enter a valid phone number.
Please type your message.
MWB Logo

Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, DE, FL, GA, IN, KY, LA, MD, MI, NE, NV, NH, NY, NC, ND, OH, OK, PA, SC, TN, UT, VA, and WY. No offers may be made or accepted from any resident outside the specific state(s). 




10800 Sikes Place, Ste 205 Charlotte, NC 28277