Practice Succession Annual Retreat

What is the Practice Succession Annual Retreat?

Every business, if managed with a view to the end game, can achieve saleable, transferrable value. A medical practice that presents a compelling opportunity for a buyer is one that maximises the value embedded in the practice and minimises the type of value that is difficult to transfer i.e. the personal goodwill from the particular qualities and experience of an individual or group of doctors.

A retreat in every sense of the word, this unique learning and lifestyle experience is set in the historic and iconic Mounty Lofty House, nestled in the heart of the stunningly beautiful Adelaide Hills wine country. Our venue perfectly complements our retreat agenda and offers doctors and their spouses the opportunity to step away from the practice to evaluate the next steps to realise the saleable value of their business.

Over the course of two days and two evenings, delegates will be introduced to the four key principles of the practice valuation formula – they will also be guided, through both group and individual sessions, in the process of developing a succession plan tailored for their business. Whilst the education agenda is focussed on learning, guidance and action-planning, we will also take advantage of the lifestyle offerings of our venue and surroundings through sumptuous meals, excursions and social gatherings lubricated by the finest wines of the region.



“Encouraged me to re-look at my practice, to improve its profile and saleability. Identified important areas to address and who I should go to for help.”

Obstetrician & Gynaecologist

Dates and Locations

Friday evening 10 to Sunday 12 September 2021

Mount Lofty House, 1 Mawson Drive, Crafers, South Australia


Key Themes

  • Realising value

  • Improving value

  • Creating Value

  • Protecting value

More themes include:

Engaging & Motivating Your People

Marketing Strategy for Growing Value

Retirement on Your Terms

Contact us for an introduction 

Call us on 02 9229 9731 or leave your details, including the name of person you would like an introduction to and we will be in touch.

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