Check your inbox (and your spam folder). You'll have received a welcome email with 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.

Set up a time for our Strategy Session. In your welcome email is a link to schedule a briefing call with us via videoconference, so we can help you plan your sale or succession. Or go ahead and schedule your call 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.