Practice Succession

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Transition your practice with success

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Step into the future with confidence, purpose, and dignity.

Planning the succession of your healthcare business can be complex, but Doceo makes it seamless. We provide all the expertise, resources, and guidance needed to ensure your practice thrives as it passes into new hands, meeting your goals for continuity and patient care.

From strategic planning and valuation to legal frameworks and patient retention, Doceo covers every aspect of succession to make the process smooth and successful. Our partners work with you at every stage, so you can focus on patient care and peace of mind while we handle the details.

With Doceo, you’re backed by Australian industry professionals with decades of experience in healthcare business transitions. Whether you’re considering a merger or an acquisition, we ensure your vision and values are upheld throughout the process.

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Transition with Confidence

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Succession Benefits

Checkmark Experienced Guidance

Gain peace of mind knowing our highly experienced partners are managing the succession.

Checkmark Patient Care Continuity

Ensure your patients are continually cared for during the transition process.

Checkmark Maximise Value

Our comprehensive approach optimises your practice’s value, securing the future you envision.

Practice Succession Inclusions

Foundation

Succession Strategy

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Develop a tailored succession plan that aligns with your goals, whether it’s a sale, merger, or internal transition. We create a roadmap that ensures your practice’s future and minimises disruptions to operations.

Foundation

Practice Valuation

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Understand the true value of your practice with our in-depth valuation services. We assess financials, patient demographics, brand strength, and operational efficiency to provide an accurate, data-driven valuation.

Foundation

Legal & Compliance

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Protect your legacy with secure contracts and compliance assurance. We work closely with legal experts to draft agreements that protect your practice’s interests and smooth the transition process.

Foundation

Financial Planning

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Position your practice for a tax-efficient transition. Our financial team ensures optimal tax planning, asset allocation, and payment structuring, so you can maximise the financial outcome of your succession.

Foundation

Patient Retention

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Retain patient loyalty through transition communications, marketing, and service continuity plans that reassure patients about their ongoing care, ensuring minimal disruption during and after the succession.

Foundation

Staff Management

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Support your team through the transition with HR services that include role continuity planning, communication strategies, and assistance with training or onboarding any new staff, maintaining a stable environment.

Foundation

Brand Identity

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Preserve your brand’s identity and reputation. We work with you to maintain or evolve the practice’s brand while respecting your values, ensuring continuity in the patient experience.

Foundation

Post-Transition

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Receive continued guidance after the transition is complete. Our support doesn’t end when the succession does; we remain available to assist with any challenges that may arise, ensuring a smooth handover and sustained success.

Trust Doceo with Your Practice’s Future

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