Practice Exit Readiness Scorecard

Answer 15 yes/no questions to estimate how prepared your practice is for growth or transition within 18–36 months.

15 questions

Instant score

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Scorecard

No protected health information. This questionnaire is for operational readiness only.

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1) We can produce monthly P&L and balance sheet within 10 business days of month-end.

Yes No

2) Provider compensation is documented, consistent, and tied to measurable productivity.

Yes No

3) We have a clear breakdown of revenue by payer, procedure, and provider.

Yes No

4) We track KPI trends (new patients, conversion, collections, AR days, denial rate) monthly.

Yes No

5) We have a defined org chart with clear decision rights (who decides what).

Yes No

6) Key operational processes are documented (intake, scheduling, prior auth, billing, HR).

Yes No

7) Our practice is not overly dependent on the owner for daily decisions or relationships.

Yes No

8) We have strong middle management / leadership bench coverage.

Yes No

9) Compliance documentation is organized and current (policies, training, incidents).

Yes No

10) Contracts (leases, vendors, payers) are organized and renewal dates are tracked.

Yes No

11) Patient experience is measured and acted upon (reviews, surveys, complaints).

Yes No

12) We can produce a clean list of assets, software, and systems with owners and access.

Yes No

13) We have consistent documentation standards and an EMR governance approach.

Yes No

14) We have a retention plan for key staff/providers during a transition period.

Yes No

15) We can assemble a basic data room index within 2 weeks if needed.

Yes No

Explore Exit Readiness service

Next step: If your score is 12 or below, build a quarter-by-quarter 24‑month roadmap (financial hygiene → governance cadence → owner dependency → diligence readiness).

Submitting this form will store your responses in Netlify → Forms.

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