How do I find out which clinic clients are tied to a single veterinarian?
Pull the appointment and invoice history and sort it by the veterinarian who saw each patient. Look for owners who have only ever booked with one doctor, and for how much of the clinic’s activity they represent. Then ask the owner and staff how many would stay if that doctor left.
Most clinic software can report visits by provider. Ask the seller for that report across a full year, then look at repeat clients rather than one-off visits. A clinic that looks busy overall can still lean heavily on one doctor’s regulars.
Compare the pattern against other signals. Do owners request a named doctor when they book? Do some patients appear only on one veterinarian’s schedule, including follow-ups and procedures? Are there associates who see a comfortable mix of clients, which suggests relationships belong to the clinic rather than the person?
Talk to the people involved. Ask the seller and the senior staff how clients react when their usual doctor is away. If the doctor is staying on after closing, ask what role they will have, how many days they will work and in what form that commitment is written down. Staff who know the doctor’s plans can also tell you how clients have reacted to past absences. Ask your lawyer how a transition period or non-compete could be built into the purchase agreement. A buyer should also plan an introduction process, so clients meet the new team before the change, not after it, and should ask which owners need the most reassurance.
Key takeaways
- Run a provider report for a full year and focus on repeat clients.
- Look for patients who only ever see one doctor.
- Get the doctor’s post-closing role in writing before you commit.
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Due diligence
Selling
Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
- 02Business Development Bank of CanadaGovernmentWhat are the steps to buying a business?
- 03Business Development Bank of CanadaGovernmentAfter buying a business, what is the next step?
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