Design Your Next Chapter - Start Your Exit Plan

Answer a few quick questions to see which exit planning strategies fit your situation.

Where do you currently stand in planning for your career or practice transition? *

I own or co-own a practice and am planning to sell or transfer ownership

I own a practice and am thinking about reducing workload or bringing in partners

I’m an employed ENT physician starting to consider retirement or long-term options

When do you ideally see yourself transitioning into the next phase of your career or life? *

Within the next 1–2 years

In 3–5 years

In 5+ years

Not sure yet—just starting to explore

What is your top priority in planning for your transition? *

Maximizing the financial value of what I’ve built

Reducing clinical load while maintaining income

Ensuring a smooth transition for staff, patients, or partners

Protecting wealth and minimizing tax impact

Congratulations! You qualify for a complimentary consultation with an Advisor.

Have you taken any steps toward planning your exit or career transition? *

Yes, I already have a structured plan in place

I’ve started thinking about it and need professional input

No, this is my first time exploring the idea

Please enter your contact details so an Advisor can reach out to your with tailored planning options.

Full Name *

Email *

Phone *

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