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Thought Leadership

Physician Transactions: Succession & Sale Planning for Practice Owners

 
March 5, 2025
12:00 p.m. - 1:00 p.m. MT

Related Industry:

Healthcare 

Related Service:

Private Equity 
 
Webinar

Join us for the final session of the Physician Transactions Series for an overview of succession planning for physicians considering a transaction or sale of a practice. We will conduct a deep dive into private medical practice M&A with real-life case studies and analyze personal financial strategies to consider when planning a sale.

Presenters
, Director, Eight Quarter Advisors
, Vice President, Bernstein Private Wealth Management
Nick Healey, Partner, 小黄鸭视频

Program Schedule

Dates Topics & Speakers
Wednesday, February 5 Minimizing the Unknown Unknowns:
Considerations for Physician Practice Transactions
Wednesday, February 19 Preparing Your Practice for a Sale:
Six Steps Towards Maximizing Value and Creating a Smoother Transaction Process
  • , Managing Director, Root Partners
Wednesday, March 5 Succession & Sale Planning for Practice Owners
  • , Director, Eight Quarter Advisors
  • , Vice President, Bernstein Private Wealth Management


Who Should Attend
Physician practice managers, physician practice owners, and physicians

Did You Miss the Webinar?
The webinar recording is available after the event date. Simply register using this  to access the recorded program.

Questions? Contact Morgan Buciumean at 303.749.7281.

Professionals:

Nick Healey

Partner