A successful surgical career deserves a thoughtful transition, not a rushed exit.
Whether you want to sell your practice, scale back your involvement, or pass it on to a partner, exit planning helps you do it on your terms.
The right strategy gives you time, options, and the peace of mind to enjoy what you’ve built.
We help you create a structured, step-by-step exit strategy so you can transition on your terms — with confidence, control, and maximum value.
Know what your practice is truly worth and prepare for a successful transition. We help you understand your options—whether that means selling, scaling back, or bringing in new partners.
If you’re considering retirement or reduced involvement, a structured succession plan is key. We guide you through partnership agreements, buy-ins, and leadership transitions to ensure your practice continues smoothly.
The way you exit can have a major impact on your taxes and long-term wealth. We help you plan the sale or transition of your practice to minimize taxes and protect the assets you’ve built.
Many plastic and cosmetic surgeons focus on running their practice but delay planning for retirement, selling, or scaling back.
This leads to lost negotiation power, higher taxes, and missed opportunities for wealth preservation.
Without a clear exit strategy, you risk leaving both money and legacy behind.
When you start planning now, you can transition on your terms... whether that means selling for maximum value, passing the practice to a trusted partner, or stepping back gradually while keeping equity.
The right strategy protects your income, reduces stress, and gives you more control over what comes next.
Knowing what your practice is truly worth is the first step in a successful exit.
We help you assess your business, so you can make informed decisions and negotiate from a position of strength.
Exiting your practice isn’t one-size-fits-all.
Whether you want to sell, bring in partners, or gradually reduce your involvement, we help you map out the path that works for you.
A thoughtful exit protects more than just your income. It helps secure your legacy and supports the life you want next.
We help you structure your transition in a way that minimizes taxes and maximizes long-term security.
Frequently Ask Question
The best time to start is 3–5 years before you plan to transition, but it’s never too early to begin. Starting early gives you more time to increase practice value, explore options, and create a smoother, more profitable exit.
That’s normal, exit planning isn’t just about selling. It’s about creating a flexible strategy that lets you scale back, bring in partners, or prepare for a full transition when you’re ready.
A well-structured exit plan considers tax implications from day one. We help you coordinate with financial, legal, and tax advisors to reduce liability and keep more of what you’ve earned.
You’ve built a career of purpose and success, now it’s time to plan the next step with the same level of care.
Start today and create a transition that gives you freedom, clarity, and confidence for the years ahead.