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MEDICAL PRACTICES · WHEN SOMETHING UNEXPECTED HAPPENS

Something unexpected has happened.
The practice still needs to run.
One calm order for what comes next.

When a doctor dies, falls ill or leaves suddenly, we work with whoever can act for the practice, and with your accountant, lawyer and insurer, so the urgent things happen first and nothing is missed.

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 who may need
to act. One order.

ACCOUNTANT

Cash flow, the tax and the numbers

LAWYER

Who can act, the agreements and the estate

INSURER

Claims on the practice and personal policies

BANK

Repayments, facilities and who can sign

LOCUM AGENCY

Cover, so patients keep being seen

PRACTICE MANAGER

Staff, patients and the day to day

EXECUTOR OR ATTORNEY

Acting for the doctor, if they can't

YOU

Getting through it, without carrying it all

Each one is good at their part. Nobody is asked to keep the order. Until now, that's been you.

WHERE IT GOES WRONG

Three things that make a hard
time harder.

These are common.
A clear order eases them.

  • Nobody sure who can act

    Bank accounts, contracts and patient records need someone with authority. Until that's clear, decisions stall.

  • Cash running short in the first few weeks

    Billing can drop while wages, rent and repayments keep going. The insurer and the bank need to hear early.

  • Big decisions made too soon

    Whether to keep going, sell or close can wait. The urgent things come first, and the rest gets time.

THE RIGHT ORDERURGENT FIRST
  1. 1

    Confirm who can act

    Lawyer · Executor or attorney
  2. 2

    Keep patients seen and staff paid

    Practice manager · Locum agency · Accountant
  3. 3

    Start the insurance claims and any buy-sell

    Insurer · Lawyer
  4. 4

    Decide the practice's future, when you're ready

    You · Accountant · Lawyer
    YOU DECIDE

YOUR 12 WEEKS

Twelve weeks to steady
the practice.

The first two weeks are urgent.
After that, there's time to decide.

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 can act and keep things running.

  • Walkthrough heldDONE · What's happened, and who's involved
  • Who can act, confirmedTHIS WEEK · Partners, executor or attorney
  • Locum cover and cash flow in placeTO COME · Patients seen, staff paid
CHECK-INWeek 4NEXT
WEEKS 5 TO 10 · CONNECT

Get the claims and paperwork moving.

  • Insurance claims progressedTO COME
  • Estate and buy-sell steps under wayTO COME
  • Options for the practice preparedTO COME
CHECK-INWeek 10
WEEKS 11 TO 12 · MAINTAIN

A steady position, and agree what's next.

  • The practice on a steady footingTO 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.

  • Through a sale or handover, if that's the pathTO 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

WHAT STAYS WITH YOUR PEOPLE

Your people do the work. We keep the order.

We don't give advice, decide claims, act as executor, write the documents or decide the practice's future.

We act for whoever has the authority: the remaining partners, an executor or an attorney.

  • Who can actYour lawyer
  • The tax and cash flowYour accountant
  • The insurance claimsYour insurer
  • Patient careYour doctors and locums
  • The estateThe executor and their lawyer
  • Every decisionYou

BEYOND THE PRACTICE

What it means at home.

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

Personal & Family

SUDDEN CHANGE

Death, illness or sudden exit
  • Income while the doctor can't workAdviser
  • Claims on personal policiesAdviser · Insurer
  • Guarantees tied to the practiceLawyer · Bank
  • The family trust or companyAccountant
  • The will and powers of attorneyLawyer

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 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