Plan for the best. Prepare for the worst.

Our Recovery Checklist will give you insight into the important areas of practice ownership and personal planning that should be periodically revisited and addressed, including:

Estate documents and insurance to have as a practice owner

The importance of understanding beneficiary designations in the case of a marital change

What to look for in your operating agreement to ensure fair planning for all partners and their estates

Risk considerations if you own your own real estate

Why having just a buy/sell drafted isn't all that's needed to ensure a buyout of a partner's interest in the practice

And more!

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