Maximize the Value of Your Life's Work
Strategic exit planning ensures you capture maximum value from your medical real estate while minimizing taxes and coordinating seamlessly with your practice transition.
Why Early Exit Planning Matters
Physicians who plan their exit 3-5 years in advance capture significantly more value and enjoy smoother transitions.
Maximize Property Value
Time allows you to address deferred maintenance, upgrade facilities, extend leases, and optimize tenant mix - all factors that significantly increase property value.
Optimize Tax Strategy
Early planning enables strategic tax minimization through 1031 exchanges, installment sales, charitable remainder trusts, and timing optimization.
Coordinate Practice & Property
Align your property sale with practice transition, whether selling to a partner, hospital system, or private equity group.
Choose Your Timing
Avoid forced sales due to health issues or market downturns. Exit on your terms when conditions are optimal.
Practice-Real Estate Coordination
Selling your practice and property requires careful coordination. Early planning allows you to sequence transactions optimally, whether selling simultaneously, separately, or structuring a sale-leaseback that works for your practice buyer.
Market Timing Flexibility
Starting early gives you the flexibility to choose optimal market timing rather than being forced to sell during unfavorable conditions. You can monitor market trends and execute when valuations and buyer demand are strongest.
Your Comprehensive Exit Planning Guide
A strategic roadmap to maximize value and ensure a successful transition
Current State Assessment (3-5 Years Out)
Begin with comprehensive analysis of your practice, property, and financial situation to establish baseline and identify opportunities.
- Property valuation and condition assessment
- Practice financial analysis
- Personal financial review
- Tax situation evaluation
- Retirement goal clarification
Value Enhancement (2-4 Years Out)
Implement strategic improvements to maximize both practice and property value before marketing.
- Address deferred maintenance
- Extend or renew key leases
- Upgrade facilities and equipment
- Strengthen practice financials
- Document systems and procedures
Tax Strategy Development (2-3 Years Out)
Work with tax advisors to develop comprehensive tax minimization strategy coordinated with your exit timeline.
- 1031 exchange evaluation
- Installment sale structuring
- Charitable giving strategies
- Entity restructuring if beneficial
- Timing optimization
Practice Transition Planning (1-2 Years Out)
Determine your practice succession strategy and coordinate with property exit plan.
- Internal succession to partners
- External sale to individuals or groups
- Hospital or health system acquisition
- Private equity transaction
- Wind-down and retire
Property Exit Execution (6-18 Months Out)
Execute your property exit strategy aligned with practice transition timeline.
- Direct sale to investor
- Sale-leaseback with continued practice
- 1031 exchange into investment property
- Sale concurrent with practice sale
- Lease to practice buyer
Transition & Beyond
Complete transition with support for post-exit activities including investment management and legacy planning.
- Transaction closing coordination
- Capital deployment guidance
- Investment portfolio development
- Estate planning coordination
- Ongoing advisory support
Ready to Start Planning Your Exit?
Schedule a confidential consultation to discuss your timeline, goals, and optimal exit strategy.
Schedule Free ConsultationProperty Exit Options
Multiple strategies to choose from based on your goals and circumstances
Direct Property Sale
Sell your property outright to an investor or owner-user. Provides maximum liquidity and clean exit. Ideal if relocating or if practice buyer doesn't want the real estate.
Sale-Leaseback
Sell property while entering long-term lease. Access equity while maintaining operations. Perfect for continued practice ownership or gradual transition.
1031 Exchange
Defer capital gains taxes by exchanging into replacement investment property. Maintain real estate exposure while deferring taxes and diversifying.
Lease to Practice Buyer
Sell practice but retain property, leasing it to the buyer. Provides ongoing income stream while converting practice equity to cash.
Sale with Property
Package property with practice for combined sale. Simplifies transaction and may attract higher-quality buyers willing to pay premium.
Installment Sale
Seller financing spreads capital gains over multiple years. Reduces tax burden while providing steady retirement income.
Common Exit Planning Mistakes to Avoid
Learn from others' mistakes - these missteps can cost hundreds of thousands in value
Waiting Too Long
Starting exit planning 6-12 months before retirement forces rushed decisions, limits options, and often results in accepting below-market offers due to time pressure.
Neglecting Property Condition
Deferred maintenance significantly reduces property value. Buyers discount heavily for needed repairs and capital improvements, often $2-3 for every $1 of deferred work.
Ignoring Tax Planning
Without strategic tax planning, physicians often lose 30-40% of proceeds to taxes. Early planning enables tax-efficient structuring and timing optimization.
Poor Practice-Property Coordination
Selling practice without coordinated property strategy, or vice versa, creates complications and reduces total value. Both transactions should be planned together.
Accepting First Offer
Without competitive marketing and multiple offers, physicians often accept below-market pricing. Proper marketing typically results in 10-20% higher proceeds.
Using Generalist Brokers
Medical real estate requires specialized expertise. General commercial brokers lack healthcare buyer networks and medical property valuation knowledge.
Exit Strategy Questions Answered
Ideally 3-5 years before your target retirement date. This timeline allows you to enhance property value, optimize tax strategy, coordinate practice succession, and choose optimal market timing. Even if retirement is sooner, start now - any planning is better than none. Physicians who begin planning just 6-12 months in advance often leave significant value on the table and face limited options.
It depends on your situation and goals. Options include: (1) Selling property first via sale-leaseback, providing capital while you transition practice, (2) Selling practice first and leasing property to buyer for ongoing income, (3) Selling both simultaneously for clean exit, or (4) Packaging both together for premium pricing. We analyze your specific situation to recommend optimal sequencing and timing.
Key strategies include: (1) 1031 exchange to defer capital gains, (2) Installment sales to spread gains over multiple years, (3) Opportunity Zone investment for partial gain exclusion, (4) Charitable Remainder Trust for tax deduction and deferred gains, (5) Timing sales across multiple tax years, and (6) Maximizing deductions and basis adjustments. We coordinate with your tax advisors to implement optimal strategy based on your situation.
Many physicians transition gradually. Sale-leaseback allows you to access property equity while maintaining practice ownership and operations. You can continue practicing full-time, part-time, or transition over several years. The lease provides security while you determine your timeline. Other options include selling a partial practice interest to partners while retaining the property, or structuring earn-outs tied to continued involvement.
We work directly with practice brokers, transition consultants, and prospective practice buyers to coordinate timing and terms. If you're selling to partners or a group, we structure property transactions that support the practice deal. If the buyer wants the real estate, we help negotiate favorable terms. If they don't, we handle property disposition separately. Coordination is key to maximizing total value and ensuring smooth transition.
This is exactly why early planning matters. A comprehensive exit plan includes contingency planning for disability or death, including buy-sell agreements with partners, key person insurance, documented valuation methods, and clear instructions for your estate. We help ensure your property can be efficiently transitioned by your family or partners if needed. Having an established relationship with qualified advisors and documented plan provides peace of mind and protects your family.
Start Planning Your Exit Strategy
Schedule a confidential consultation to discuss your timeline, goals, and optimal exit strategy. We'll provide a personalized roadmap to maximize value and ensure a smooth transition.
Completely confidential. No obligation.
Successful Exit Stories
"I started working with CREG Healthcare four years before retirement. That timeline allowed us to upgrade the facility, extend leases, and time the market perfectly. The result was a property sale at 18% above initial valuation and a smooth transition that exceeded all expectations."
"The exit strategy team coordinated my property sale with the sale of my practice to a hospital system. The structured approach, tax planning through a 1031 exchange, and seamless coordination made what could have been a nightmare into a stress-free experience. I retired with complete confidence."
"CREG Healthcare's exit planning service was invaluable. They helped me execute a sale-leaseback three years before retirement, giving me $3.8M in capital that I diversified while continuing to practice. When I retired, the property lease transferred seamlessly to my successor. Perfect strategy."
Your Life's Work Deserves Expert Exit Planning
Don't leave value on the table. Start planning today for a successful, tax-efficient transition into retirement.
Schedule Free ConsultationConfidential discussion. Personalized strategy. No obligation.