Service Deliverables
Mercer Advisors is here to ensure your transition is successful.
Associate Recruitment Service (if applicable): Assistance with your search for and initial screening of a suitable associate candidate.
Economic Freedom Planning/Economic Analysis Planning: Comprehensive personal financial planning to ensure the transition fits within the life plan for both doctors.
Vision Statement: An associate recruitment tool describing the transition opportunity, your practice and your community.
Employment Agreement: An agreement governing the time period prior to beginning the formal transition.
Practice Valuation1: A comprehensive valuation of your practice which is used to establish a purchase price.
Practice Financial Analysis and Transition Plan: Different transition scenarios that determine the best way to structure the transition from the viewpoint of both doctors.
Letter of Intent: A 'plain English' roadmap of the transition that summarizes the agreed-upon business, financial, tax and legal terms of the transition.
Closing Documents2: Drafts of legal agreements that provide an Equity Associate Agreement, Purchase Agreement and/or Partnership Agreement for your legal counsel to review.
1Valuation is not intended for use in litigation.
2Select deliverables require a local attorney to customize and execute at the client's expense.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
