What happens from here? When you choose the package that makes most sense to you, you will then be submitted for membership. We will gather more information from you. Then we send out contracts and all necessary documentation gets essentially held in escrow after completion.

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Some states require we purchase a minority interest in your business, at death, to be able to run it. It is not or intent to buy your practice, however we will follow each state is different and our contracts are modified to adhere to the requirements of each state. 

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Upon death, we step in. We help maintain the business, preserving what you built. We then market the business and will find a successor. We will get a 3rd party evaluation and our goal is to get a purchase offer for at least 75% of the price evaluation. We are committed to you and your family until this happens.

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As your steward, our goal is the maintain as much continuity as possible, while we sell your business. To find a buyer, we will act as a broker and get 5% of the sales price. It is your family that has final say on any offer and after our initial period, we will step aside, relinquish any ownership, at the written request of your beneficiary. Structuring it this way, insures we are incentivized to maximize the value of your practice for your family and to actively market your practice for sale.