What should I hand over about patients' hearing-aid warranty and repair histories?
Hand over a record for each patient showing the device, its purchase date, the coverage that applies, past repairs, loss-and-damage claims and anything currently out for service. Include supplier contacts and open claims, so the new owner can keep promises you made without starting from scratch.
Start by pulling the information into one place. Many clinics keep pieces in the patient file, the supplier portal and a drawer of repair slips. Build a simple list sorted by patient and device, and mark any item still at the manufacturer or waiting for pickup. A buyer will trust a clean list more than a promise that everything is somewhere.
Add the context that numbers alone do not show. Note patients who were promised something extra, devices replaced as a courtesy, and repairs that keep recurring. If you offered your own service plan, explain exactly what it covered and which patients hold it, since the new owner may be expected to honour it.
Last, think about privacy and timing. Patient information has to be shared carefully, so ask your lawyer how much a buyer may see before the sale closes and how to handle the rest afterwards. Agree a date for the final transfer, and tell patients what happens to anything in repair. A patient who calls about a device in repair should get an answer from the new owner on day one, not a search through a drawer. Plan who answers those calls.
Key takeaways
- Build one list by patient and device, with open repairs clearly marked.
- Explain any promises or service plans you gave beyond the manufacturer’s coverage.
- Ask your lawyer how much patient detail can be shared and when.
- Plan who answers calls about devices in repair on the first day.
Related reading
15 pages on the same subject, grouped by topic.
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Selling
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Succession
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 is succession planning?
- 03Business Development Bank of CanadaIndustryHow to sell your business
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