PRIVATE PRACTICE - AC23 - Taking the Driver's Seat in Succession Planning: Keys to Building and Optimizing Value

Recorded On: 11/03/2023

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This course was recorded on November 3, 2023 | Course Level: Advanced

This session focuses on building practice value to help owners take the driver's seat in succession planning. By understanding the drivers of practice value, we will help owners establish a plan that leverages strengths and mitigates risk to build value over time. We will teach participants how to leverage return on investment to prioritize growth initiatives. We will discuss practical ways to establish evidence-based marketing and recruiting strategies and discuss the benefits of playing offense when building value. We will also discuss strategies to optimize value in a sale.

Upon completion of this course, the participant should be able to:
1. Articulate the drivers of practice value and why value creation should be an owner's top priority.
2. Describe recent M&A trends and the impact of external factors such as competition and interest rates on practice value.
3. Integrate practical solutions to assess marketing return on investment.
4. Outline strategies for value creation by leveraging strengths and mitigating weaknesses within a practice.
5. List effective strategies to optimize value in a sale.

Steve Stalzer,PT, MBA

Founder, Senior M&A Advisor

8150 Advisors

Steve is an industry expert in Physical Therapy M&A who helps owners with succession planning and practice sales. He is a past partner in a 30 clinic practice and has 25 years of experience within the rehabilitation industry. Steve's passion is helping owners build great practices and helping owners optimize value when the time is right to sell or partner. Following the successful sales of Proaxis Therapy to a strategic partner and Axis Sports Medicine to a team of staff, Steve launched 8150 Advisors to create an industry-leading advisory firm.

Disclosure(s): No financial relationships to disclose

Course Instructions

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