How do I prepare my vet clinic’s wellness plan clients for a new owner?

Start by reading your plan terms as a client would. What does each plan promise, what happens when a payment is missed, and what can a client do if they want out? If the wording is unclear, tidy it up before the sale so the buyer takes over something simple to explain.

Then plan the message. Clients with plans are some of your most loyal, so they should hear it from you first, not through gossip. Cover who the new owner is, who their regular vet will be, and that their plan, their records and their pet’s routine stay as they are. A short letter or email, followed by a friendly word at the next visit, usually lands better than a single mass notice.

Finally, agree with the buyer how plan payments and credits are handled on the closing date, so no client is charged twice or loses a benefit. Your accountant can sort out the books, and your lawyer can confirm how contracts pass over. Keep a short list of likely client questions with plain answers, and give it to every team member so each person says the same thing at the desk and on the phone.

Key takeaways

• Read your plan terms the way a client would.
• Tell plan clients first, in your own voice, and name their regular vet.
• Agree with the buyer how payments and credits are handled at closing.