Selling Your Private Practice October 8th 2025 6-8 PM EST

Selling Your Private Practice – What You Need to Know, hosted by Iris Kimberg, MS PT OTR  will be presented on October 8 2025 for the 14th year in a row.

I have personally been involved in practice sales for the last 16 years and have helped well over 170 pediatric and adult practice owners sell their entities across the country. The last five years have been extremely busy; COVID as a stressor, the continued consolidation trends in our industry and the retiring baby boomer generation of practice owners all have contributed. 2025 stared with a holding pattern in our industry as  the financial uncertainty of inflation, looming tariffs, grave concerns about potential cuts to CMS rates and services, with private insurers likely to follow suit, compounding the already existing dilemma for many practices still  experiencing chronic staffing shortages and increased salary demands.
It looks like the fourth quarter will finish on a stronger note; currently I have completed 5 deals – 2 in pediatrics and one in adults in the Greater NY area, 2 in California ( 1 adult and 1 nature based OT ) with several others that I hope can  close by the end of the year. Therapists MUST start to plan their exit strategy/succession plans earlier than most currently do. Whether you want to sell 1 or 10 years from now, this information is relevant and very actionable.

The sale of your practice should start long before it is announced publicly. Proper preparation is essential. Regardless of whom you might end up selling to, two points to always keep in mind are that (1) anything that increases the volume, or the security of future revenue will increase the value of your practice, and (2) what makes your practice valuable to you should make it valuable to a buyer. More and more corporate entities are buying up practices across the country. Find out who are they (a comprehensive list will be provided) and if you are missing the boat, making a deal with the devil, or might be better off selling internally to someone in your practice or a local competitor.

Included with the webinar:
(1) the 35-slide hybrid stand-alone powerpoint
(2) Purchase price allocation form and explanation
(3) a listing of Private Equity firms interested in practices
(4) Interviews with over 20 therapists who have sold their practices so you can get an inside view of what it is like. I think you will see that the consensus is: Life after selling a private practice is not just a financial transaction; it is a life-changing event.
The link for the webinar and all the handouts will be sent out the day before the webinar to all paid registrants.
Learning Objectives:
1) Understand the specific criteria used to determine the valuation of a practice, including EBITDA, goodwill, infrastructure etc. and what are viewed as value makers versus value takers in the industry.
2) Understand the steps necessary to prepare your practice to bring it to market and when to get this process started
3) Find out the financial preparation and forms you need to have in place and for review during due diligence
4) Discuss differences between an outright acquisition, merger, and structured buy in and what determines the best fit for your scenario
5) Understand what makes negotiating with a fellow therapist versus a corporate entity so different and how you can level the playing field
6) Discuss the pros and cons of using a broker or intermediary and what makes a qualified buyer
7) See what you need to do so that you can answer the #1 question: “Can this practice exist without you?”
8) Understand the steps necessary in selling a practice including non-disclosure agreements (NDA), letters of intent (LOI) and purchase agreements
and tax allocations of purchase price and implications to be aware of.
9) Life after the sale! It may not be as easy as you think!
10) Where is the future taking us? Will therapist owned practices being able to continue or are we headed toward corporate owned practices only…

YES !!!! if you are considering buying another therapist’s practice, this info is VERY relevant for you too!
NO!!!! Don’t wait until you “have” to sell – plan for the sale of your practice from the day you start it!

This webinar takes the angst out of selling a practice and present the information in user friendly, logical steps and is presented from both the perspective of the buyer and the seller. You can take a post webinar quiz and get a certificate of participation for 2.0 hours.

This webinar is presented by Iris Kimberg, MS PT OTR CEO of NYTherapyguide.com who, on her own, sold her therapy agency in a multi-million $ deal to a Fortune 500 company. Iris has presented this material for the APTA PPS conference and privately to over 1000 therapists. The recording includes the Q/A and handouts as well.
DOES this webinar qualify for CEUs? It depends on your state. Many states have approved this course to count for CEU credits because I outline how the course is relevant to OTPT and ST practice, give a post webinar quiz that demonstrates competence and understanding of material and a certificate of completion. Check with your state. I do not submit the course to the APTA, AOTA, or ASHA although I have given the webinar for the APTA in past years.

THANK YOU to THIS YEAR’S SPONSOR – The GROWTH CODE CONFERENCE – JANUARY 28-31TH 2026 in Coral Gables Flordia . Three days of immersive learning, networking, and collaboration specifically designed for private practice leaders who are ready to shift to a new gear in their business acumen, relationships, and strategies for private practice growth. A GREAT CONFERENCE TO SEE HOW YOU CAN ADD VALUE TO YOUR PRACTICE – For more info: https://growthcodeconference.com/