Contact Us: 866-533-0854

Transition Consulting – How we work

Are you considering buying or selling a practice but need someone to guide you through it?

Map It Build It Buy It provides consulting services via telephone and/or on-site visits. Here are some of the things we do:

  • Familiarize ourselves with:
    • Your corporate philosophy
    • Your goals, objectives and concerns
    • An overview of how you currently conduct business
  • Evaluation of the book of business that is for sale
  • Provide opinion on valuation of the practice
  • Create various solutions for the financial structuring of the purchase
  • Draft an “Issues to Consider” list
  • Creation of your strategy (depending on your type of buy/sell situation):
    • Client Communication Strategy™
    • Transition Timeline™
    • Connection Strategy™
    • Options Strategy™
    • Trust Transfer Strategy™
  • Discussion of any necessary pre-sale capability boost, data and staff integration, and post-sale activity patterns

Disclaimer

Any information printed or verbalized represents the opinions of the company and is not to be construed as legal or tax advice. Please consult your attorney or CPA for advice relating to these matters. Disclaimer and Privacy Policy

Contact

Map It Build It Buy It
438 W Pinehurst Trail
Dakota Dunes, SD 57049
Phone: 866-533-0854
Email Us