Succession Planning in Medical Practices
Secure your legacy with comprehensive transition strategies tailored for healthcare professionals
About The KeyArx Group
Understanding "Own-Occupation" Succession Planning
When physicians contemplate their practice’s future, the details matter significantly. Succession planning for medical practices requires specialized knowledge of healthcare regulations and the unique value drivers in physician-owned businesses1.
Unlike standard business succession plans, medical practice transitions must address patient continuity of care, complex regulatory compliance, and the preservation of practice culture that took years to build12. Many physicians have invested their life’s work into their practice but are often unprepared for transition when retirement approaches.
At KeyArx Group, we specialize in creating succession plans that protect your practice legacy while maximizing financial returns. Our healthcare-specific approach ensures your practice thrives long after your departure, preserving both your financial interests and patient relationships1.
Why Choose Us
Tailored Solutions, Trusted Advisors
The succession planning journey for medical practices requires specialized expertise. At KeyArx Group, we deliver customized solutions through three core service areas:
Expert Consultation
Practice Policy Options
Efficient Underwriting
The KeyArx Group | The Power Of Our Relationships
We’ve developed specialized expertise in medical practice succession planning through decades of working exclusively with healthcare professionals. Our team understands that a medical practice represents both your life’s work and your financial legacy.
Our relationships with healthcare attorneys, practice valuation specialists, and medical-specific lenders gives our clients access to a complete ecosystem of professionals working together toward a single goal: the smooth transition of your practice on your terms.
We’re proud to be trusted by leading medical groups across the country, including partnerships with:
Additional Services
We Ensure Professional Insurance Solutions
Risk Mitigation Strategies in Healthcare
Life Insurance Policy Evaluation
Group Disability Insurance Cost Reduction
Custom Benefit Programs for Medical Practices
Physician Disability Insurance Solutions
Retirement Planning for Healthcare Professionals
Ready To Safeguard Your Practice Legacy?
Your medical practice represents decades of dedication and patient relationships. Don’t leave its future to chance. Our succession planning experts can help you create a comprehensive transition strategy that protects your legacy while maximizing financial returns.
How We Work
We First Listen And Then Give Advice
Our collaborative process ensures that your succession plan aligns with both your personal and professional goals:
Discovery: Real-World Practice Evaluation
We begin by understanding your practice's unique characteristics, including patient demographics, referral patterns, operational efficiency, and team dynamics.
Analysis: Comprehensive Practice Assessment
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Strategy: Custom Transition Planning
We develop tailored buy-sell agreements, create structured transition timelines, and design patient communication strategies to ensure practice continuity.
Execution: Transition Implementation
Our team coordinates with legal, financial, and healthcare experts to implement your succession plan according to established milestones.
The KeyArx Team
Meet The Team
KeyArx Group’s expert team specializing in medical practice succession planning
Paul Cella
CEO | Founder
Steve Cella
President | Business Development Director
Todd Neville
Vice President Business Development
Testimonials
What Clients Say About The KeyArx Group
"After 30 years in practice, I was concerned about preserving the patient-centered care I'd worked so hard to establish. KeyArx helped me find the perfect successor and structured a transition that maintained our practice culture while maximizing my retirement benefits."
"The KeyArx team's expertise in practice buy-sell agreements saved our physician group significant conflict during a partner's unexpected departure. Their proactive approach to succession planning has given our entire team peace of mind."
"I was surprised to learn how outdated our practice's buy-sell agreement had become. KeyArx helped us modernize our approach, ensuring fair valuation methods and clear transition protocols that protected everyone involved."
