GP sale readiness assessment tool
This tool asks about your practice's financials, operations and succession plans. That information is commercially sensitive. Here is exactly what we collect, where it goes and what happens to it.
The tool has 27 multiple-choice questions about business readiness covering EBITDA, billing structure, compliance, property, succession planning and related areas. Your answers are stored against a random ID, not against your name or practice.
If you enter a practice name, it stays in your browser session and appears in your PDF report. It is never sent to our servers.
These are used within your session to provide context for your results. They are not stored.
Only collected if you choose to email yourself the report. It is used to send the email and is not stored in our assessment database.
Exception: if you opt in to marketing communications (a separate, unchecked-by-default checkbox), your email address is stored in an isolated record that cannot be linked to your assessment results. See 'Marketing communications' below.
Assessment answers and scores are stored on AWS infrastructure in the Sydney region (ap-southeast-2). Your browser's session storage holds temporary data (scores, results, your practice name if entered) for the duration of your session. It clears when you close the tab.
When you email your report, the email is delivered via a Medius-managed email service. See 'Email delivery' below.
Assessment answers and scores are stored indefinitely. They contain no personal information: only your multiple-choice answers, category scores, and an overall readiness score, linked to a random ID. We use this data for benchmarking (see below).
If you email your report, the report is generated in your browser and sent directly via our email service. No copy of the report is retained on our servers after the email is delivered.
If you want your assessment data deleted, email admin@mediusglobal.com.au with 'data deletion request' in the subject line.
When you request your report by email, the following happens:
The email form includes a marketing consent checkbox. It defaults to unchecked; you must actively opt in.
If you opt in, your email address is stored in a separate record that cannot be linked to your assessment results. It contains only your email, the date you consented, and the fact that you consented. No practice name, scores, or assessment ID is included.
If you want your marketing consent removed, email admin@mediusglobal.com.au.
The assessment tool does not use Google Analytics or any third-party tracking service. No cookies are set by the tool itself.
We use assessment results to build benchmarking data: for example, average scores by state or practice size. This is done using scores and category breakdowns only. No practice name, email address or individual identifier is included in benchmarking data.
The consultation booking form is provided by Zoho CRM. When you submit that form, your details go directly to Zoho and are governed by Zoho's privacy policy. We use Zoho's Australian data centre. If you want your consultation enquiry data removed, contact us at admin@mediusglobal.com.au and we will request deletion directly.
The in-tool chat assistant sends your messages to an AI model (AWS Bedrock, Sydney region) for processing. Conversations are not stored. The chatbot does not receive your assessment answers, only the question you are currently viewing.
To request deletion of your assessment data or marketing consent record, email admin@mediusglobal.com.au with 'data deletion request' in the subject line.
The sale readiness tool is free, confidential and takes around 20 minutes.