This resource is a comprehensive guide for physicians navigating a private equity transaction, helping them make informed decisions that support long-term wealth, minimize tax impact, and secure financial security. 

• Know Your Numbers: Understand the value of your practice, determine the buyout needed, and assess tax implications.
• Set Aspirational Goals: Define personal and professional goals post-transaction and plan for legacy, philanthropy, and spending.
• Plan for Cash Flow & Income: Model your income after the transaction and ensure you’re prepared for potential reductions in earnings.
• And more, including tax efficiency, equity planning, risk management, and estate plan considerations. 

This checklist will help you turn a private equity transaction into a lasting foundation for your future wealth. Start today by developing a plan that secures your goals and legacy.