Lifetime Practice Valuation · Medical · Dental · Veterinary
Find out what your practice is truly worth.
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Your private practice is your largest asset, your retirement plan, and your legacy. The KLAS Lifetime Practice Valuation gives independent medical, dental, and veterinary practice owners a certified, defensible value today, and every year after, so every decision you make is grounded in real numbers, not guesses.
KLAS Solutions
Most popularLifetime Practice Valuation
$4,500 one-time · lifetime updates included
Credit-back guarantee: If you sell your practice with KLAS, the full $4,500 is deducted from our commission.
- Certified valuation by experienced consultants
- Comprehensive breakdown of value factors
- Lifetime access to updated reports
- One-on-one consultant walk-through call
- Usable for retirement, partnership, and estate planning
- Bank and lender friendly documentation
Your practice is your legacy. Protect it.
Why this matters
Most private practice owners carry around a vague, decade-old idea of what their practice is worth. That gap between feeling and reality is where retirement plans break, partnerships go sideways, and families end up scrambling.
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Retirement planning that actually works
Your practice is likely the single biggest line item on your retirement balance sheet. Knowing its real value, today and every year, is the difference between confident planning and crossing your fingers.
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Negotiate from strength, not fear
When acquisition offers and partnership conversations show up unannounced, owners without a current valuation either panic-accept or panic-decline. A Lifetime Valuation means you already know your number, and you walk away from any deal that doesn't honor it.
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Protection for your family
In the event of serious illness or death, your loved ones inherit a complicated business they didn't choose. A current, certified valuation removes the worst of that burden.
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A sale-ready practice, years in advance
Your report identifies the specific factors driving (and dragging) your value. Years before listing, you'll know exactly which improvements move the needle and which don't.
What a Lifetime Valuation does for you
5 Benefits
Five reasons every practice owner, whether selling next year or in twenty, should know their number.
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Know the current value of your practice
A real number, backed by certified methodology, not a guess from a broker hoping for a listing.
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Base your finance and retirement planning on it
Build a retirement plan grounded in your largest asset's true market value, not wishful thinking.
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Receive a comprehensive market valuation report
A defensible, lender-grade document, useful for banks, partners, estate attorneys, and CPAs.
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Lifetime access to updated reports
Your practice changes. Your valuation should keep up. Updates included for life.
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Protection for your loved ones
If serious illness or death ever forces a sale, your family inherits clarity, not chaos.
4 simple steps
How it works
A clear, low-effort process from your first call to your finished report, usually 2 to 4 weeks once we have your information.
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Schedule a Call
A confidential, no-pressure discovery call to confirm fit and answer your questions.
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Provide Practice Information
We'll send a simple, organized checklist of financials and practice data, nothing you don't already have.
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Receive Your Valuation Report
Your certified report arrives with a complete breakdown of value, factors, and benchmarks.
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Walk Through Your Factors
A one-on-one call with your consultant to translate the numbers into real next steps.
Free broker valuation vs. KLAS Lifetime Valuation
Don't confuse the two
A free broker valuation is a marketing tool. A KLAS Lifetime Valuation is a financial document. Here's the difference.
| The KLAS Difference | KLAS Lifetime Valuation | Free Broker Valuation |
|---|---|---|
| Methodology | Certified, multi-method (income, market, asset) reconciled to one defensible number | Rule-of-thumb percent of collections, often inflated |
| Use for retirement / estate planning | Yes, lender and CPA grade | No, not a defensible document |
| Lifetime updates | Included, updated for life | One-time snapshot, no updates |
| Consultant walk-through | One-on-one call to explain value drivers and detractors | Sales pitch to win your listing |
| Independence | Independent analysis, no agenda, no pressure | Designed to win the listing, not to be accurate |
| Cost | $4,500, credited back if you sell with KLAS | Free, with strings attached |
What you'll actually receive
Inside your report
A complete, comprehensive valuation report, structured to be useful for you, your CPA, your attorney, your spouse, and any future buyer.
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Executive Summary
The headline value conclusion and key findings up front, the page your CPA will thank you for.
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Practice Overview
History, services, location, schedule, and key operational metrics, documented for the record.
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Financial Analysis
3 to 5 years of normalized financials with adjustments clearly explained.
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Valuation Approaches
Income, market, and asset-based methods applied and reconciled into a defensible value.
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Market Analysis
Local market conditions, comparable sale benchmarks, and demographic context.
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Risk Assessment
Specific factors that could shift your value up or down, and what to do about each.
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Value Conclusion
A clear, defensible number you can hand to a bank, a partner, or an estate planner.
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Supporting Exhibits
Detailed financial data, normalization adjustments, and calculation appendices.
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Consultant Walk-Through
A one-on-one call to walk through every section and translate it into your next moves.
Get started
Schedule your Lifetime Practice Valuation
Tell us a little about your practice and we'll reach out within one business day to schedule your discovery call.
Good questions
Frequently asked questions
Is the $4,500 really credited back if I sell with KLAS?
Yes. If you transition your practice with KLAS Solutions, the full $4,500 you paid for your Lifetime Practice Valuation is deducted from our commission at closing. Effectively, the valuation pays for itself.
How is this different from a free broker valuation?
Free broker valuations are marketing tools designed to win listings, not defensible financial documents. A KLAS Lifetime Practice Valuation applies multiple certified methodologies (income, market, asset-based), reconciles them into a defensible number, and is suitable for retirement planning, partnership agreements, estate planning, and bank financing.
What does lifetime updates actually mean?
Your practice changes: revenue, payer mix, team, equipment, market conditions. Your valuation needs to keep up. With a Lifetime Valuation, KLAS updates your report as needed so you always have a current number for planning conversations.
How long does the process take?
Once we have your practice information, typical turnaround is 2 to 4 weeks for the report, followed by a one-on-one walk-through call with your consultant. The discovery call to get started can usually be scheduled within a week.
What documents will I need to provide?
Typically 3 to 5 years of tax returns and P&L statements, a current balance sheet, production-by-provider reports, fee schedule, accounts receivable aging, insurance participation, staff information, and lease or property details. We will send you a clean checklist so nothing is missed.
Is this required if I just want to sell my practice?
Not required, but strongly recommended. A certified valuation gives you negotiating leverage and credibility with buyers and lenders. And since the $4,500 is credited back at closing if you sell with KLAS, there is effectively no net cost to the seller.
Will the valuation be acceptable to my bank or CPA?
Yes. The report applies accepted business valuation methodologies and is structured for use by lenders, CPAs, estate attorneys, and partnership counsel.
Is my information kept confidential?
Always. Everything you share with KLAS during the valuation process is strictly confidential and used only to produce your report.
Next step
Know your number. For life.
Stop guessing what your practice is worth. Start planning with real numbers, and the peace of mind that comes with them.