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Practice Succession Planning Workshop

Why Attend This Course?

A practice that presents a compelling opportunity for a buyer is one that maximises the value embedded in the practice and minimises the type of value that is difficult to transfer i.e. the personal goodwill from the particular qualities and experience of an individual doctor.

This interactive two day workshop will guide you through the four key principles of the practice valuation formula and help you develop a succession plan tailored for your practice.

Key Features

  • CPD point entitlement
  • Two days of intensive lecture and workshop style presentations
  • All presenters are leading professionals in business and financial disciplines specialising in healthcare consultancy
  • Personalised needs analyses and action plans
  • Course workbook and resource library
  • Networking social functions
  • Morning tea, lunch and afternoon tea provided

Keynote Sessions

9:00 AM
  • Creating value

    ​​​​​​​Identifying the action required to position your practice as an entity in its own right with longevity beyond the current principals participation.

    30 mins
9:30 AM
  • Protecting value

    ​​​​​​​Ensuring that business and personal risks, which may affect practice value, are identified and that adequate risk management measures are implemented.

    30 mins
10:30 AM
  • Improving value

    ​​​​​​Identifying operational efficiencies as well as growth strategies to significantly boost the value of your practice.

    30 mins
11:00 AM
  • Realising value

    ​​​​​​​Engaging with the ‘practice-buying’ market, identifying successors and strategies to maximise the proceeds of sale.

    15 mins
11:15 AM
  • Life after work…on your terms

    ​​​​​​​This session will explain the principle of the ‘happiness equation’ and explore several models for your new phase of life.

    15 mins

Meet our Education Partner Network

The Private Practice Education Partner Network are a national team comprising of leading professionals in business and financial disciplines specialising in healthcare consultancy.

To find out more about our team members, please follow the link below to view their profiles.

What Past Course Delegates Say

“The course was very thought provoking in many areas. It identified strategies that we will need to implement in a range of areas in the next few years.”

Anaesthetist, Transition to Retirement and Succession Planning Workshop, 23 – 24 July 2016


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