Engagement options

Measured is step one.
Moved is step two.

Your Practice Value Report is free and stays free. This page is for what comes after it — when you want the levers actually worked, on a timeline built around the date you want out.

We'll coach you to the finish line

The slider showed you where you could be. Coaching is how you get there — on a timeline that maximizes what you walk away with.

Step 1
Free Slider
Free
→
Step 2
BOV Report
$299 one-time
→
Step 3
Coaching
$99–$299+/mo
→
Step 4
The Listing
Commission · BOV credited

Each step funds and funnels the next. Doctors who are 2–5 years from their exit become recurring-revenue clients today — and our listings when they're ready. Every dollar of coaching fees credits toward your listing.

Start here
Review Tier
$99/mo
Async guidance. We review your progress, refresh your numbers, and tell you exactly where you stand — every month until you're ready to list.
  • Monthly review of your key metrics vs. your BOV baseline
  • AI-refreshed value projection at each check-in
  • Add-back documentation review & optimization notes
  • Digital presence check (AI/SEO/review health)
  • Written monthly update — what to do next
  • Priority response on questions (<24 hrs)
  • Coaching tenure grows your banked listing credit (capped — see below)
Get Started — Contact for Pricing →
Full coaching
Live-Coach Tier
$299/mo
A live coach works with you to execute the levers — overhead, SEO/AI presence, hygiene, add-back optimization — on a timeline built around your exit date.
  • Everything in Review Tier
  • Quarterly 30-minute live coaching call (Zoom)
  • Personalized lever execution plan + milestone tracking
  • PPO renegotiation guidance & vendor review
  • Digital audit fixes — AI schema, SEO content, GBP optimization
  • Overhead benchmarking deep-dive each quarter
  • Intro to our banker & CPA network when you're 6 months out
  • Coaching tenure grows your banked listing credit (capped — see below)
Get Started — Contact for Pricing →
Coaching fees bank as a credit toward your listing.

The longer you stay on the program, the more you bank — up to the credit cap. When you list and sell with us, that banked credit applies against our fee. The coaching is not a cost — it's a growing stake in your own exit.

💰 Enrollment Benefit

Start now → $1,000 credit banked toward your sale.

Enroll in the coaching program and an automatic $1,000 credit goes toward your future listing the moment you start. Stay on the program and it keeps growing — up to the cap.

Cap: $2,500
Your credit banked toward your sale
$1,000
of
$2,500 cap ⚑
Enrolling today banks your first $1,000 automatically. Credit grows with tenure on the monthly program — the longer you stay, the more is banked at closing.
🚀
On enrollment
$1,000
Automatic. Banked the day you start.
📅
With tenure
Grows
Each month on the program adds to your banked credit.
🏆
At cap
$2,500 ⚑
Maximum banked credit toward your listing.
🤝
At closing
Applied
Credit applies against our fee when you list and sell with us.
Start now — bank your $1,000 credit →
Terms: The credit applies against our fee at closing when you list and sell with us through AI Practice Broker. It is a credit toward the listing fee — not cash-back, not a guarantee of sale, and not transferable. The credit is capped (see above). Leaving the program before listing forfeits any banked credit. Credit does not accrue interest.
About these engagements: Coaching and review engagements are separate paid services and are not required to receive the free Practice Value Report. The Broker's Opinion of Value is prepared by Jonathan Ingalls, CA DRE #01926047 — a broker's opinion, not a formal appraisal under USPAP, not a guarantee of sale price, and not legal or tax advice. Coaching participants earn a banked credit toward the listing fee at closing (capped — see the credit tracker above); the credit is not cash-back and is not a guarantee of sale price.