Check your inbox for your Welcome email. Contained within is your link to complete your Valuation Audit Questionnaire. Make sure you check your spam or junk folder, just in case.

Set up a time for our Sale Preparation Briefing Session. In your welcome email is a link to schedule a briefing call with us via videoconference, so we can coach you through the process and the tools. Or go ahead and schedule your call right now.

Complete your Valuation Audit Questionnaire In your welcome email is a link to complete your Valuation Audit Questionnaire, which supplies us with all the information we need to complete a Recurring Revenue based market valuation of your practice. Or go ahead and complete the Questionnaire right now.

Check you received your tax invoice. We emailed it to the address you supplied on the order form. Let us know if you didn't receive it or your Welcome email.