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MEDICAL PRACTICES · GOING SEPARATE WAYS

Partners going separate ways.
The patients, the lease and the debts
all need a clear order.

We work with your lawyers, accountant and bank so the separation happens in the right order, with patients and staff in mind.

Arrange a walkthrough How it works

We coordinate. We don't advise.

Your accountant, lawyer and bank still give the advice.

Your professionals stay.

We work with the people you already have.

No commissions.

Our fee comes from you, never from a product or a referral.

WHO'S USUALLY INVOLVED

Seven people in a separation.
One order.

LAWYERS

Each side's advice and the separation terms

ACCOUNTANT

Splitting the numbers, the tax and the debts

BANK

Facilities, guarantees and who can sign

LANDLORD

Who stays on the lease, and who leaves

MEDIATOR

Helping you agree, if it gets hard

INSURER

Cover that needs to change

PRACTICE MANAGER

Staff, patient records and the day to day

YOU

Making the decisions, with your own lawyer

Each one is good at their part. Nobody is asked to keep the order. Nobody should have to hold it alone.

WHERE IT GOES WRONG

Three things that make a
separation harder.

Agree on the order first.
Then the next steps are easier.

  • Patients or records moved before it's agreed

    Your lawyers confirm who keeps the records and how patients are told, before anything moves.

  • A guarantee left behind

    Leaving the practice doesn't take your name off the lease or the loan. The landlord and bank have to agree to release it.

  • A restraint nobody checked

    Your agreement may limit where you can practise next. Your lawyer checks it before anyone plans the next step.

THE RIGHT ORDERMOST SEPARATIONS
  1. 1

    Confirm who we act for

    You · Your lawyers
  2. 2

    Map what's shared: patients, staff, lease, debts

    Accountant · Practice manager
  3. 3

    Agree the separation plan

    Lawyers · Mediator, if needed
    YOU DECIDE
  4. 4

    Carry out the steps in order

    Landlord · Bank · Practice manager

YOUR 12 WEEKS

Twelve weeks to separate in
the right order.

We aim to agree the plan by week 4.
The steps follow in order.

YOU ARE HERE
Starts · Week 1Structure · Week 4Connect · Week 10Maintain · Week 12Stay on · If you want
DoneThis weekUnderwayTo come
WEEKS 1 TO 4 · STRUCTURE

Confirm who we act for, and agree on the plan.

  • Walkthrough heldDONE · Your situation, in your words
  • Who we act for, confirmedTHIS WEEK · The practice
  • Separation plan agreedTO COME · With your lawyers, aiming for week 4
CHECK-INWeek 4NEXT
WEEKS 5 TO 10 · CONNECT

Carry out the steps in order.

  • Lease and guarantees sortedTO COME
  • Patients told, records handled as agreedTO COME
  • Staff, equipment and bank accounts splitTO COME
CHECK-INWeek 10
WEEKS 11 TO 12 · MAINTAIN

Check things are steady, and agree what's next.

  • Continuity checked for patients and staffTO COME
  • What's done and what's left, in writingTO COME
  • Week 12 reviewTO COME
CHECK-INWeek 12
AFTER WEEK 12 · IF YOU WANT

Stay on with us.

  • Until the separation is finished, if it takes longerTO COME
  • A one-page report every monthTO COME
  • Changes picked up earlyTO COME
REVIEWDecided together at week 12

WEEK 12 REVIEW

One fixed fee, agreed before we start. At week 12 you decide: carry it on yourselves, with your accountant, or stay on with us. Whichever you choose, the plan and records are yours to keep.

See a sample weekly update

Starting again? See Starting a practice

WHAT STAYS WITH YOUR PEOPLE

Your people do the work. We keep the order.

We don't give advice, take sides, referee disputes, write the agreements or make the decisions.

We act for the practice.

  • The separation termsYour lawyers
  • The numbers and the taxYour accountant
  • The leaseYour landlord and lawyer
  • The loan and guaranteesYour bank
  • Where you disagreeYour lawyers, or a mediator
  • Every decisionYou

BEYOND THE PRACTICE

What it means at home.

A separation at the practice often reaches home. We'll point out what it touches, so your adviser, accountant and lawyer can sort it at the right time.

Personal & Family

SEPARATION

Partners going separate ways
  • Income while things settleAdviser
  • Guarantees secured on the houseLawyer · Bank
  • The family trust or companyAccountant
  • Insurance between partnersAdviser
  • Your willLawyer

We flag it. You decide when.

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 this needs your lawyers first, 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