Case Study 2: Estate of Philip G.

1) Client name

Estate of Philip G. (Pediatrician, Age 68)

2) What was the client’s biggest problem?

The physician owner had suddenly passed away and the estate needed the practice sold quickly.

3) What services did you perform for the client?

We performed a valuation of the practice and developed an aggressive marketing plan. The client engaged us to represent them in the sale of their pediatric practice.

4) What were the clients’ biggest accomplishments or successes when they worked with you?

Our client received three offers within the first 25 days after signing the listing agreement. The practice sold for full price in less than three months.