Practice Value & Exit Readiness Assessment

Practice Value Estimate

See what your care-management practice may be worth—and what could make it worth more. You do not need to be preparing to sell. Discover whether you are building a transferable business, how dependent the practice is on you, and what to strengthen next.

Practice Assessment Inputs

Enter key financial, staffing, and referral details to calculate your estimated value range and Practice Health Score.

$
$

Includes salary, draws, bonuses, and discretionary perks

$

Excluding owner compensation

Solo Practice

Sole practitioner delivering care & management

Owner + 1099s

Owner manages care with independent contractors

Owner + W-2 Team

Employed care managers with scalable standards

%

Ongoing retainer or managed care contracts

Urban / Metro

High-cost metro market

Suburban Market

Suburban regional market

Rural / Small Town

Rural or smaller service territory

%

Percentage of referrals originating from your single largest referral source

Practice Advisory Modules

Growth Scenario Planner

Model W-2 vs 1099 hiring impact on SDE multiples.

In Development

Succession Readiness

Assess clinical handoff protocols and operational SOPs.

In Development

Lost-Lead Calculator

Calculate annual revenue loss from delayed inquiry response.

In Development

Practice Valuation & Health Assessment FAQ

What is the purpose of this assessment?

While estimated valuation range earns attention, the true goal of this assessment is to diagnose whether you are building a durable, transferable business that can operate independently of you as the founder.

Do I need to be preparing to sell to use this tool?

No. Most practice owners who take this assessment are not actively preparing to sell. Understanding owner dependence, referral concentration, and operational transferability helps you build a more profitable, less stressful practice today.

How much is a geriatric care management practice worth?

Most geriatric care management (GCM) and Aging Life Care practices sell for 1.5x–3.5x Seller's Discretionary Earnings (SDE), depending on team structure, recurring revenue percentage, and referral concentration.

What is the Practice Health Score?

The Practice Health Score (0–100) evaluates your business across 6 core dimensions: Financial Performance, Owner Independence, Team Maturity, Client & Referral Strength, Technology/Reporting, and Succession Readiness.

Why does owner dependence affect valuation and transferability?

If client relationships and clinical supervision reside entirely with the founder, a buyer faces severe risk upon transfer. A W-2 clinical team with documented care standards supports higher enterprise value.

Is this a certified business appraisal?

No. This tool provides a benchmarked, directional assessment based on reported inputs. It is designed for strategic practice planning, not as a formal appraisal or legal fairness opinion.