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SELF-CHECK · MEDICAL PRACTICES

Is your practice change getting complicated?
Six signs to check, in two minutes.

A quick check for health practice owners going through a change: a partner joining or leaving, a sale, a new practice, or something unexpected. It shows where you sit, and what usually helps next.

Start the check

THE SELF-CHECK

Answer yes or no.

Think about the change you're facing right now. Nobody sees your answers.

  1. 01
    More than one thing is changing at once

    For example, a partner leaving while the lease is up for renewal.

  2. 02
    Three or more professionals are involved

    Your accountant, lawyer, bank, valuer, broker or adviser.

  3. 03
    One decision is waiting on another

    The price waits on the valuation. The loan waits on the price.

  4. 04
    There's a date you can't move

    A lease ending, a retirement date, a settlement or a buyer's deadline.

  5. 05
    You're the one keeping it all in order

    Passing messages between professionals, in between seeing patients.

  6. 06
    It's starting to reach home

    A guarantee on the house, the family trust, super or your will.

Start again

WHAT HELPS

Three steps that help,
whatever your score.

The same three steps.
Your situation sets the detail.

01 · STRUCTURE

Work out what's happening and who decides.

List who's involved, what each one is doing, and the order it has to happen in. Write it down.

02 · CONNECT

Get everyone working to one plan.

Each professional knows what the others have decided. Nothing is signed before the thing it depends on.

03 · MAINTAIN

Keep it current until it's done.

Things change. Check the plan as they do, so nothing restarts from scratch.

If you scored 0 or 1, your accountant may well cover this. From 2 up, it usually helps to have one person whose job is keeping the order.

FIND YOUR SITUATION

See the order for your change.

Each page shows who's usually involved, what tends to go wrong, and the order that usually works.

Know a colleague going through a change? Send them this check.

Starting to affect things at home? Take the family self-check

Not sure if you need us?

A short walkthrough will tell you.

You'll leave with a clear view of what needs to happen, and in what order. If your accountant can handle it, we'll say so.

Arrange a walkthrough

Clients across Australia. Most walkthroughs are by video.

WHAT HAPPENS IN A WALKTHROUGH

  1. 01

    We listen

    Your situation, in your words, and who's already involved.

  2. 02

    We map it

    What needs to happen, who does it, and in what order.

  3. 03

    You decide

    Whether to go further with us, or carry it on yourself.

FOR ACCOUNTANTS, ADVISERS AND BANKERS

You give the advice.
We run the sequence.

We don't replace you. We make sure your work connects to everything else happening around your client. Your client stays your client.

How we work with professionals