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Activate your plan

Complimentary tools to help you move forward

Designed to help your practice succeed. Request one of our practice success workbooks1

Operating a healthcare practice takes a team. Making it successful requires vision and leadership. Take advantage of these tools and our team to help you lead your practice forward.

Checklists, worksheets, timelines and tips to help you navigate each step of your project.

  • Preparing for Ownership: Defining your career, assembling your team, developing your plan, and financing your practice
  • Growing Your Practice: Expanding your office, incorporating current technology, managing change, and improving practice flow
  • Selling Your Practice: Preparing your practice for sale, developing your exit strategy, understanding practice valuation, and the role of your practice in retirement

Dentists

Receive workbooks by requesting below.

Optometrists

Receive workbooks by requesting below.

Physicians

Receive workbooks by requesting below.

Veterinarians

Receive workbooks by requesting below.

Students

I would like to talk with a Practice Finance Specialist about my practice plans.

These workbooks are for informational purposes only, and do not constitute, nor are they intended as a substitute for legal, tax, financial, or other professional advice.


Planning resources

Practice Success Workbooks

Checklists, worksheets, timelines and tips to help you navigate each step of your project

  • Preparing for Ownership: Defining your career, assembling your team, developing your plan, and financing your practice
  • Growing Your Practice: Expanding your office, incorporating current technology, managing change, and improving practice flow
  • Selling Your Practice: Preparing your practice for sale, developing your exit strategy, understanding practice valuation, and the role of your practice in retirement

Business Resources for Healthcare Practices

Practical ownership and growth strategies by healthcare subject matter experts

Financial and business education

Healthcare Seminars, Webinars, and Tradeshows

Calendar of upcoming events

My Financial Guide

Financial education, assessment tools, and resources to help you manage your total financial picture

Business Resources for Healthcare Practices

Practical ownership and growth strategies by healthcare subject matter experts

Financial calculators

Financial calculators

Estimate loan term, monthly payment, cash flow, return on investment (ROI), and debt service

Marketing and market intelligence

SBA Market Research Guide

Demographic and competitive data to help you manage and grow your business

Contact us to learn how market data and demographics may help you support your practice planning and decision making.

Practice management tips

Business Resources for Healthcare Practices

Practical ownership and growth strategies by healthcare subject matter knowledgeable professionals

 

The tools and calculators on the Wells Fargo Practice Finance website are provided for educational and illustrative purposes only. The accuracy of the calculations and their applicability to your circumstances are not guaranteed. Such tools and calculators are provided with the understanding that Wells Fargo is not engaged in rendering legal, accounting, tax, or other professional advice. As such, they should not be used as a substitute for consultation with accounting, tax, legal, or other professional advisors. Consult your tax advisor and/or accountant for a statement of tax and accounting rules applicable to your particular situation and for all other tax and accounting advice.

All financing is subject to credit approval.

All financing is subject to credit approval.

All financing is subject to credit approval.

Equal Housing Lender NMLSR 399801

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

All financing is subject to credit approval.

*Practice Management Group and Milestone programs and support are typically available for Wells Fargo Practice Finance division clients only with the minimum financing amount of $300,000. Wells Fargo Practice Finance disclaims all warranties, express or implied, in connection with the Practice Management Group and Milestone programs. Contact your own legal, tax, or financial advisors regarding your specific business needs. Terms and conditions apply. Please speak with a Practice Finance Specialist for more information.

All financing is subject to credit approval.

All financing is subject to credit approval.

All financing is subject to credit approval.

All financing is subject to credit approval.

All financing is subject to credit approval.

All financing is subject to credit approval.