Potential sale of practice?

Let's start with the basics.

We'll keep this between you and your advisor.

Select the date

Full name

Last name

E-mail

Phone

Practice name

HAA Advisor (if applicable)

Tell us about your practice.

A few details help us understand what you've built.

Entity type

Years in business

Number of locations

Reason for selling

What does the future look like for you?

There's no right answer here - just tell us where you're at.

Would you stay on after the sale?

Do you expect staff to stay?

Last step: Share what you have.

All documents are strictly confidential and reviewed only by your assigned advisor before your first call. Don't have everything yet? Upload what you can - you can send the rest later.

P&L statements - 3 years

Balance sheets - 3 years

Tax returns - 3 years

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