Final coordination before sale discussions

Sale readiness coordination and documentation packaging

What it covers

• Coordination of sale readiness documentation across financial, compliance, operational and infrastructure domains
• Preparation of practice summary document including ownership structure, GP contracts, billings, EBITDA, lease status and workforce stability
• Compilation of required documents (tax returns, EBITDA reconciliation, GP agreements, AHPRA certificates, lease, pathology agreements)
• Gap identification and remediation tracking to sale-ready status
• Liaison with accountant, lawyer and broker to ensure document set meets due diligence requirements

Out of scope

• Preparation of missing financial statements
• Contract drafting
• Legal structuring advice
• Valuation preparation
• Broker engagement
• Buyer negotiation

Dependencies

• Lodged tax returns for three years
• Completed EBITDA normalisation
• Current GP service agreements
• Verified ownership documentation
• Current lease with assignment rights confirmed
• Availability of accountant and lawyer for coordination

Deliverable

Post-assessment remediation package

For practices requiring coordinated remediation across multiple domains.

What it covers

• Comprehensive readiness diagnostic covering financial documentation, compliance gaps, operational KPI deficits and infrastructure risks
• Production of prioritised remediation action plan with sequencing and estimated timeframes
• Coordination of accountant engagement for EBITDA normalisation and verification
• Compliance audit covering GP contracts, ownership documentation, AHPRA and WHS status
• Operational assessment covering KPI tracking, billing model and revenue optimisation opportunities
• Quarterly progress tracking and coordination across remediation workstreams

Out of scope

• Accountant fees for EBITDA preparation or tax work
• Legal fees for contract drafting or restructuring
• Software procurement or configuration
• Implementation of operational changes
• Ongoing advisory beyond remediation completion

Dependencies

• Lodged tax returns (or commitment to lodge within defined timeframe)
• Access to financial records, GP contracts, ownership documentation and operational data
• Accountant and lawyer engagement for specialist work
• Practice owner availability for quarterly coordination meetings

Deliverable