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Preparing Your Practice Today for Tomorrow: Growth, Succession, and Exit Plans
Agenda: This webinar is designed for physician owners and health care practice leaders who want to better understand the value drivers of their practice and plan for an eventual transition. We will discuss how growth strategy and risk factors influence value, and how different exit options, from internal transitions to private equity or strategic buyers, can lead to very different outcomes. Attendees will gain practical insight into how valuation supports succession planning, sets realistic expectations, and helps align financial and exit goals.
Presenter: Sara Maddox, ASA, ABV, CVA, EA - DMJPS Senior Manager, Director of Valuation Services
Facilitator: Christina Sanders, CPA - DMJPS Director of Healthcare
Upcoming Webinars in the Series
Preparing Your Practice Today for Tomorrow: Growth, Succession, and Exit Plans Date: Tuesday, October 13, 2026 Time: 2 - 3 p.m.
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Delivery Method: Group-Internet Based; Level: Basic; Advance Preparation: None; Prerequisites: None
*DMJPS PLLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
NASBA Sponsor Identification Number is 124479 for both Group Live and Internet Based delivery methods.