This worksheet is designed to help clinic owners plan intentionally for life after selling. There are no right or wrong answers. The goal is clarity, not perfection.
1. Identity & Purpose
What parts of your identity were tied to clinic ownership?
Which parts do you want to keep, and which are you ready to let go of?
Notes:
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2. Structure & Time
How much structure do you want in a typical week?
Describe an ideal weekday six months after selling.
Notes:
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3. Health & Energy
What physical routines do you want to protect or rebuild?
What habits do you want to leave behind?
Notes:
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4. Family & Relationships
How do you want your availability to change for family or friends?
Are there relationships you want to reinvest in?
Notes:
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5. Engagement & Contribution
Do you want to stay professionally engaged?
If yes, in what form and at what intensity?
Notes:
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6. Learning & Curiosity
What are you curious about but never had time for?
What would you like to learn in the next 12 months?
Notes:
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7. Boundaries
What commitments are you not willing to recreate post-sale?
What does a healthy boundary look like for you now?
Notes:
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8. First 90 Days After Sale
List three things you want in place within 90 days of closing.
Notes:
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9. One-Year Vision
One year after selling, what would make you say the transition was successful?
Notes:
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Feel free to add additional sections that make sense to you. Remember, only you truthfully and comprehensively know yourself.
Happy Retirement Planning!
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