Owner planning tool

PE, health system or internal sale comparison

Compare priorities across three broad ownership paths. The score is a discussion aid, not a recommendation.

Sale path comparison

Enter your practice assumptions.

Assumptions and limits

Visible formula and assumptions: Discussion score = sum of six owner priority ratings (1 to 3 each), maximum 18. This does not rank ownership paths. Illustrative defaults are provided and can be changed.

Compare priorities across three broad ownership paths. The score is a discussion aid, not a recommendation. Formula uses only the inputs above and does not imply a market benchmark. Enter your own data, check the definitions, and review the output with qualified advisers.

Education-only business information. Not medical, legal, financial or investment advice. No clinical or patient guidance.

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