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For billing owners

What happens to old claims when accounts transfer?

Claims already submitted when an account moves can be the messiest part of a transfer. Agree the rules before you sign.

The common approaches

  • You keep the old claims. Your team works everything submitted before the cut-off date and earns your fee on it.
  • The buyer takes everything. The buyer works old and new claims, and the price reflects it.
  • A split. You keep claims under a certain age, the buyer takes the older ones.

Agree these points in writing

  • The cut-off date by date of service or submission
  • Who works denials on old claims
  • Who earns the fee on old collections
  • How long the old claims stay with you

Clear rules here prevent most post-sale disagreements.

This is general information, not legal, tax or valuation advice. Talk to your own lawyer and accountant before you sell.

Our promise to sellers

How we'll treat you and your clients

  • We sign an NDA before you share client names or numbers.
  • Your clients hear about it from you and us together, after signing. Never before.
  • Every term, including how and when you're paid, is written out in plain English before you sign.
  • Your clients' fees don't go up for at least 12 months after the handover.
  • If you're selling only your anesthesia accounts, we won't approach your other clients. We'll put that in writing.
  • If we're not the right buyer, we'll tell you quickly and point you somewhere better if we can.
Back to selling your billing practice

Thinking about selling? Let's talk, confidentially.

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Thinking of selling your billing company or anesthesia accounts?Get a confidential valuation