EP 137: How to Build a Practice Worth Selling (or Keeping!) – With Kerry Boulton

Episode Summary:

In this episode of Practice Growth HQ, I sit down with Kerry Boulton to uncover the real ways you can add value to your practice—whether you’re selling soon or just want a stronger, smoother-running business.

Kerry’s an expert in exit strategies with 30+ years of experience scaling and selling businesses. She’s here to show you practical ways to increase your practice’s worth, from organising your finances to tracking patient referrals and managing risk.

If you want a rock-solid, valuable practice that’s ready for anything, this episode’s packed with tips you need to hear!

What you’ll learn: 

  • (04:13) Why solid financial records are the foundation of practice value
  • (09:08) Easy ways to gauge the real market value of your practice
  • (13:06) Why lowering buyer risk boosts your practice’s value (think retention)
  • (14:49) How a smooth transition plan keeps patients (and profits) steady
  • (15:53) Why patient trust and loyalty aren’t just perks—they’re core value drivers
  • (19:54) The “5 Ds” every practice should prepare for: Death, Disability, Divorce, Distress, and Disagreement
  • (24:46) How a well-organised patient database strengthens retention and referral rates
  • (27:29) Why referral data is critical to showing growth potential
  • Plus loads more! 

Links and Resources: 

Website: TheExitStrategyGroup.com.au 

Books: The Uncensored Truth About Exit Strategies and $1 Million Payday: How to Get Rich and Get Out

Questionnaires:Value Builder Questionnaire, FREE Exit Readiness Assessment

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