CASAVEL Medical · Practice Audit
Know what you are buyingbefore you commit.
A structured review of a dental or medical practice before you acquire it, so that you can decide, negotiate and plan the transition with a clear view of its strengths and risks.
CASAVEL Medical · Practice Audit
What the audit covers
Practice and activity
- Financial information and activity trends
- Service mix and patient flow, from anonymised data
- Equipment, its condition and maintenance
People and premises
- Team, roles and employment contracts
- Premises, lease position and occupancy costs
- Suppliers and other key contracts
Compliance and risks
- Authorisations and compliance points to verify
- Identified risks and open questions
- What the takeover will require
When and how it happens
Before you commit
The audit takes place once a practice has been identified, before any binding agreement.
Scope and confidentiality
We agree the scope with you; the seller shares information under a confidentiality agreement.
Review
We analyse the documents, visit the practice and involve specialists where required.
Findings report
You receive a structured report of findings, risks and points to negotiate or clarify.
Why an acquisition audit matters
Fewer Surprises
Questions are raised before signing, not after.
A Stronger Negotiation
Findings give you a factual basis for price and conditions.
A Planned Transition
You know in advance what the takeover will require.