Therapy practice sale & transition support

You built the practice. Let’s get it ready.

Selling your therapy practice involves more than finding a buyer. The team, the systems and the work that still lives in your head all need a plan. Ludara helps you put those pieces in place.

Whether a sale is years away or a handover is coming up, we can help you work out what needs attention.

Editorial illustration of two practice leaders organizing a handover together.
Built from experience

Emily Mori’s experience building, running and selling Maryland Counseling Associates shapes Ludara’s work with practice owners and buyers.

Meet Emily
01 / THE WORKPractical help, from start to handover

A practice that can run without you holding it all together.

You know how the business works. The next owner—and the team staying with it—need to know, too.

01

Find what still comes back to you.

The approvals, staff questions, referral relationships and account access that depend on you. We help identify what needs a new home.

02

Put the day-to-day in order.

Write down the workflows, sort out who owns what and fix the systems that make handover harder than it needs to be.

03

Help the team through the change.

Make responsibilities clear, prepare useful handover materials and work through the practical changes with you. A plan is only useful if people can use it.

You don’t have to tackle everything at once. We’ll agree on the work that makes sense for where you are.

02 / Questions worth answering

Less in your head. More your team can use.

What happens when you’re away?

Start with the decisions and questions that wait for you. Those are often the clearest places to begin.

Could someone else pick this up?

Look at the EHR, scheduling, onboarding and everyday routines. We help turn “ask the owner” into instructions people can follow.

What will the team need from a new owner?

Think through who answers questions, who makes decisions and what needs to stay consistent during the transition.

How we work together

If you stepped away, what would still come back to you?

  1. Tell us where things stand.

    What you’re considering, what’s working and what you’re still carrying.

  2. Choose the work that matters first.

    We look at the day-to-day business and agree on a manageable place to start.

  3. Put it into practice.

    We help make the changes, document them and prepare the team to carry them forward.

03 / IN PRACTICEA practical example

The work, made concrete

Here’s what that can look like.

Start with one recurring problem or one unanswered question. Then do something useful with what you learn.

The starting question

Why does every staff question come to you?

Look at the questions you answer each week. Which need your judgment, and which could someone else handle with clearer guidance?

What we look at
  • Who makes which decisions today
  • Where the team looks for answers
  • What happens when you’re unavailable
The useful next step

An answer that doesn’t always have to be you.

Name the right person, write down when to ask for help and walk through it with the team. Then check that the new approach works in their actual day.

The starting point will depend on your practice and what you need help with.

Before we talk

A few useful answers.

A little more about the work before you reach out.

Looking to buy a practice?Support for investment firms
Do I need to have decided to sell?

No. This work can start while you’re still thinking it through. Clearer roles, working systems and less dependence on you are useful even if you decide to keep the practice. Our guide to preparing your therapy practice for a sale gives you a place to start with the operating work.

Can you help make the changes, too?

Yes. Ludara works on the practical pieces: workflows, documentation, EHR setup, technology and handover. We agree on what you need help with before starting.

Will Ludara value or sell my practice?

Our role is to help the practice get ready and support the transition. Your broker, attorney and financial advisors handle valuation, the sale itself and the legal and financial advice.

What do I need for the first conversation?

A little about your practice, what you’re considering and your timing. You don’t need a finished plan. Leave patient information and confidential documents out of the inquiry form.

What happens after I reach out?

We’ll review what you share and follow up to talk about the work. You’ll know the proposed scope and fees before deciding whether to move ahead.

Let’s talk about what’s next

What are you ready to stop carrying?

Tell us a little about your practice and what you’re considering. We’ll start there.

  1. 01Tell us where things stand.
  2. 02Talk through where you need help.
  3. 03Agree on the work and the cost.
Where are you in the process?
Add practice size or more context (optional)

Please leave out patient information, financial records and confidential deal documents. A brief overview is plenty to start.

Optional. This helps Ludara understand what was useful. Only this browser tab’s recent visit is included; form answers and contact details are not part of the visit path.

We’ll agree on the work and fees before you commit.