Selling a Chiropractic Practice With Commercial Property in Alberta

1. Map the seller and regulated structure

Identify every chiropractor, professional corporation, shareholder, practice-permit holder, trade name, operating and management entity, record custodian, leaseholder, employer and property owner. Document related-party rent and shared services.

Define shares, professional assets, receivables, equipment, goodwill, leasehold and real estate with legal and tax advisors. Qualify the buyer against CCOA's current professional-corporation, practitioner, radiation and health-information requirements.

• Permit holders
• Professional corporation
• Financial evidence
• Patients and records
• Practitioners and equipment
• Lease or property

2. Prepare the CCOA evidence record

Index current registrations, practice permits, professional-corporation permit and renewal, approved name, insurance, conditions, practice visits, x-ray QAP reviews, deficiencies, corrective action and relevant regulator correspondence. State source dates and unresolved items.

Market seller status as diligence evidence—not a buyer entitlement. Do not say a professional-corporation permit, individual permit, competency, practice-visit result or radiation registration transfers automatically.

3. Build reconciled operating results

Export examinations, treatments, reassessments, rehabilitation, modalities, x-ray, product and other activity by practitioner, payer, service and period. Reconcile billings, adjustments, insurer and WCB remittances, collections, merchant receipts, deposits, tax and ledger records.

Gross billings and visit counts are not collections or earnings. Separate historical results, documented adjustments, estimates and forecasts and disclose practitioner, referral, insurer, motor-vehicle and location dependencies.

4. Present patient activity without selling patients

Define active patient, new patient, visit, referral, treatment plan, appointment, cancellation and retention measures and preserve the report logic. Use aggregate or de-identified information at early stages.

Patients, records, appointments, reviews, treatment recommendations and prior visits are not owned demand. Do not market a database count as guaranteed transferable production or treat consent and health-information obligations as a closing formality.

5. Control health-information disclosure

Prepare the record custodian, systems, consent, privacy impact and information-management records, access, audit, backup, retention and transition plan. Identify how patients retain access and continuity if a chiropractor leaves or the practice changes.

CCOA recognizes HIA obligations in chiropractic practice. An NDA does not authorize unrestricted buyer access to patient identity, health, diagnostic-image, treatment, payment, employee or security information.

6. Document practitioners and staff

Prepare role, entity, compensation, schedule, room use, billing, records, equipment, notice, benefits, vacation, restrictive terms and continuity evidence for chiropractors, employees, contractors and allied-health providers.

Do not promise provider, referral or patient continuity. Contracts and historical retention are evidence, not compelled future service, and change-of-control or assignment provisions require professional and legal review.

7. Register equipment and liabilities

Build a serial-numbered register for tables, rehabilitation and modality systems, x-ray, lasers, imaging, IT and safety equipment. Include owner, financing, registration, inspection, QAP, condition, service, software and included status.

Use contracts, invoices and Personal Property Registry evidence interpreted by counsel. Equipment can be leased, financed, vendor-owned, obsolete, unsupported or excluded from the transaction.

8. Assemble premises and radiation records

Provide approved plans, permits, accessibility, privacy, room and patient flow, electrical and HVAC, equipment, x-ray shielding and registration, QAP evidence, applicable laser registration, safety and maintenance documentation.

Disclose deficiencies and planned work. Existing operation, a practice visit, QAP review or registration certificate does not prove buyer approval or that a changed layout and service model meet current requirements.

9. Prepare lease and property evidence

For a lease, provide all amendments, options, guarantees, consents, chiropractic and allied-health use, signs, hours, exclusivity, equipment, radiation, alterations and restoration terms with reconciled occupancy costs.

For owned real estate, provide title, municipal, building, condominium, environmental, tax and capital records separately. Do not imply assignment, option exercise or property value without supporting evidence.

10. Qualify and sequence the buyer

Require a buyer plan for CCOA and corporate permits, professional leadership, financing, working capital, records, practitioners, equipment, x-ray and lasers, municipal and landlord matters, insurance, staffing and operating readiness.

Tie public claims to dated evidence and objective closing conditions. Do not promise a closing, record migration or reopening date dependent on unconfirmed regulator, landlord, lender, professional, insurer or supplier action.

11. Close within professional boundaries

Have legal, tax, accounting, privacy and chiropractic advisors address structure, allocations, receivables, staff, WCB, records, equipment and adjustments. Preserve separate legal-closing and professional-readiness gates.

Commercially does not certify permit holders, record control, billings, patients, practitioners, equipment, radiation registration, facility standards, lease rights or property approval, and this guide is not a valuation or professional opinion.