Agreements first
Each client signs a business associate agreement with the buyer before any patient data moves. Until then, share only summary numbers, not patient details.
Moving the data
- Use a secure, encrypted transfer method
- Move only what's needed: claim history, open A/R and payer setups
- Keep a record of what was sent and when
Afterwards
Check your old business associate agreement for what you must return or destroy, and any record-keeping you're required to keep. Ask a healthcare lawyer if you're unsure.
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.