A distinguished career in otolaryngology deserves a carefully planned transition.
Whether you're considering a full sale, a gradual handoff to a partner, or simply a reduction in clinical duties, strategic planning ensures your exit is intentional and aligned with your vision.
With the right roadmap, you gain clarity, options, and the peace of mind to move forward confidently.
Begin planning by clicking below.
Structured exit strategies tailored to your practice, goals, and lifestyle preferences.
Gain a clear understanding of your ENT practice’s value and explore strategic transition options. Whether you're planning to sell, scale back, or bring in a partner, our Partners help design a plan aligned with your goals and ideal timeline.
If you're considering retirement or reduced involvement, our Partners provide structured succession and ownership strategies. Helping guide partnership transitions and leadership planning to ensure continuity and protect your vision.
A poorly structured exit can result in avoidable tax exposure. Our partners collaborate with tax professionals to help reduce liabilities and transfer wealth in a way that supports your financial future and long-term legacy.
It’s easy to prioritize clinical care over personal planning. But without a clear exit strategy, you may face limited options, reduced negotiation leverage, and avoidable tax burdens down the road.
When you begin planning before you're ready to step back, you open doors to multiple options, whether it’s selling, mentoring a successor, or maintaining partial ownership. With the right plan in place, your income is protected, your stress is reduced, and your next move is in your control.
Your ENT practice is a result of years of dedication, skill, and care. Our partners help you uncover its full value so you can move forward with confidence, knowing exactly what you’ve built and what it can become.
Whether you're imagining a full transition, a gradual shift in pace, or mentoring the next generation, your exit should feel aligned with your vision. Let's shape a plan that turns it into reality.
The right strategy ensures your life’s work continues to support you and those you care about. With thoughtful guidance, you can preserve your success, secure your legacy, and step into the next phase with clarity.
Frequently Ask Question
Ideally, start 3 to 5 years before your anticipated transition. Early planning gives you the time to maximize value, reduce taxes, and create a personalized, stress-free strategy. Starting early also ensures you have the flexibility to adjust your plan as your goals and life circumstances evolve. Our advisors can help get started as early as you need.
That’s okay. We help ENT specialists explore all exit options, evaluate what fits best, and build flexible plans that can evolve as your goals do. The key is to begin the conversation early so you're prepared, regardless of which path you choose.
Our partners work closely with legal and financial experts to design exit strategies that minimize tax burdens and preserve your financial gains.
With proper planning, you can keep more of what you’ve earned, support long-term goals, and make your transition into the next phase as smooth and rewarding as possible.