Verify if staff will likely remain and what legal obligations you inherit.

Ask for the percentage of revenue from commercial insurance, Medicare, Medicaid, and self-pay.

💡 : Ensure any agreement includes an escrow account or holdback to cover potential post-sale "redos" or liability claims that surface after closing.

A medical practice is only as strong as its staff and underlying systems.

Ensure all referral patterns and financial relationships with other providers are legal.

Negotiate non-compete and non-solicitation agreements to prevent the seller from opening a nearby rival practice.

Clarify if you are getting the real estate, accounts receivable, proprietary processes, and all on-site equipment.

Ask if equipment is under warranty and if EMR/billing systems are outdated.

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