Post-Sale Life Planning Worksheet

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:

______________________________

______________________________

2. Structure & Time

How much structure do you want in a typical week?

Describe an ideal weekday six months after selling.

Notes:

______________________________

______________________________

3. Health & Energy

What physical routines do you want to protect or rebuild?

What habits do you want to leave behind?

Notes:

______________________________

______________________________

4. Family & Relationships

How do you want your availability to change for family or friends?

Are there relationships you want to reinvest in?

Notes:

______________________________

______________________________

5. Engagement & Contribution

Do you want to stay professionally engaged?

If yes, in what form and at what intensity?

Notes:

______________________________

______________________________

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:

______________________________

______________________________

7. Boundaries

What commitments are you not willing to recreate post-sale?

What does a healthy boundary look like for you now?

Notes:

______________________________

______________________________

8. First 90 Days After Sale

List three things you want in place within 90 days of closing.

Notes:

______________________________

______________________________

9. One-Year Vision

One year after selling, what would make you say the transition was successful?

Notes:

______________________________

______________________________

Feel free to add additional sections that make sense to you. Remember, only you truthfully and comprehensively know yourself.

Happy Retirement Planning!