Tell them yourself
Clients should hear it from you, by phone or in person, before any letter or email. They trusted you. They'll want to hear that you trust who comes next.
Bring the new team in early
Introduce your clients to the person who'll be working their account. If you're staying on for a while, say so.
Answer the questions they'll have
- Will anything change about our fees?
- Will our payments still go straight to us?
- Who's our contact now?
- Will the new company know our payers and our quirks?
- What happens to our data?
Paperwork
Contracts and business associate agreements may need to be assigned or re-signed. Your buyer should handle most of this, with your help.
Stay available
For a few months, be the person clients can still call. It costs you little, and it's often the reason they stay.
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.