What the assessment covers

The assessment scores your practice across five areas that buyers and their advisers examine during due diligence. Each area is weighted to reflect how heavily it influences sale outcomes.

40%

Financial readiness

EBITDA documentation, tax return status, billing model, cost structure and earnings trends.

20%

Compliance and governance

Ownership structure, GP contracts, PSR and AHPRA history, workplace safety compliance.

15%

Operational readiness

KPI tracking, practice management software, chronic care billing, GP fee-split structure.

15%

Practice infrastructure

Premises tenure, secondary income, capacity utilisation, treatment room and nursing support.

10%

Strategic and succession readiness

Exit timeline, reason for sale, succession planning, partner retention after sale.

What you will need

The quality of the assessment depends on the quality of the inputs. If you answer from memory or with rough guesses, the results will reflect that. If you take 20 minutes to pull together the documents listed below and answer from your actual position, the report will give you a clear and specific view of where you stand and where the problems are.

None of the items on this list should be hard to find in a well-run practice. If several of them are, that tells you something before you have even started the assessment.

Ready to start?

If you would like to discuss your results or readiness position, Medius offers a complimentary initial consultation. Get in touch.

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