For parties interested in a hassle-free, inexpensive, fair and neutral practice transition, our Dual Representation consulting service is the best option. Dual Representation is made possible by mutual agreement of the parties involved provided the advisor agrees to adhere to a neutral, non-partisan position.

Our role will be that of a transition planner / mediator / educator. We will advise both parties with regard to the various options available and the respective effects of those options on the overall transition plan. Each party will know step by step where they are advantaged or disadvantaged in any given situation and it will be our job to even-up those advantages and disadvantages over the course of the entire transition. We will consult with the practice accountant and attorney to make sure the plan meets their requirements as well. The end result is the highest quality transition plan and execution documents available anywhere.

The fees associated with Dual Representation are split equally between the Buyer and Seller (with an exception made for the Practice Appraisal, which is the Seller’s responsibility). Our fees for Dual Representation are as follows:

* If your transition does not involve an Associate Period or a Post-closing Employment Period for the Seller, then we will not draft an Employment Agreement. The fee for the Employment Agreements exists only if your transition requires one. All Employment Agreements required for your transition are included in this one fee.

Note: The practice is solely responsible for all fees and all fees are due at the time they are invoiced. The Buyer shall reimburse the Seller for the Buyer's half of the fees. This reimbursement shall occur at Closing or shall be deducted from the Buyer’s portion of the net practice income (pre-tax) over the first six (6) months of employment.