Selling a Physiotherapy Clinic or Practice With Commercial Property in Alberta

1. Map ownership, setting and sale scope

Identify every owner, physiotherapist, Designated Owner and Most Responsible Physiotherapist where applicable, operating and management entity, HIA custodian and affiliate, employer, leaseholder and property owner. Document shared services and related-party rent.

Define shares, receivables, records, equipment, goodwill, leasehold and real estate with legal and tax advisors. Qualify the buyer against CPTA's current ownership-dependent practice-setting and professional-service requirements.

• Ownership path
• Setting status
• HIA record control
• Financial evidence
• Practitioners and equipment
• Lease or property

2. Prepare the College evidence record

Index setting confirmation or approval, owners, Designated Owner, Most Responsible Physiotherapist agreement and module evidence where applicable, individual permits, restrictions, authorizations, complaints or conditions appropriate for disclosure and regulator correspondence. State source dates and unresolved items.

Market seller status as diligence evidence—not a buyer entitlement. Do not say setting approval, independent-business confirmation, an MRPT appointment, a practice permit or restricted-activity authorization transfers automatically.

3. Build reconciled operating results

Export assessments, treatments, classes, reports, products and other activity by practitioner, service, payer and period. Reconcile billings, adjustments, insurer and WCB remittances, collections, merchant receipts, deposits, tax and ledger records.

Gross billings, visit counts and booked appointments 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 activity without selling clients

Define active client, new client, episode, visit, referral, plan of care, appointment, cancellation, discharge and retention measures and preserve report logic. Use aggregate or de-identified information at early stages.

Clients, records, appointments, reviews, plans of care and prior visits are not owned demand. Do not market a database or calendar as guaranteed transferable production or treat consent and HIA obligations as a closing formality.

5. Control the HIA disclosure path

Prepare the custodian and affiliate map, clinical and financial records, information-manager agreements, consent, privacy management and impact work, access, audit, backup, retention and transition plan. Identify how clients retain access and continuity if a physiotherapist leaves or the setting changes.

Since June 22, 2026, Alberta physiotherapists are HIA custodians. An NDA does not authorize unrestricted buyer access to identifiable health, diagnostic, treatment, payment, employee or system-security information.

6. Document practitioners and support workers

Prepare role, registration, authorizations, supervision, entity, compensation, schedule, room use, billing, records, notice, benefits, restrictive terms and continuity evidence for physiotherapists, interns, assistants, support workers and allied providers.

Do not promise practitioner, referral or client 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, maintenance and liabilities

Build a serial-numbered register for treatment tables, exercise and rehabilitation systems, electrophysical modalities, reusable and needling devices, IT and safety equipment. Include owner, financing, condition, service, calibration, reprocessing, software and included status.

CPTA's current standards require equipment and modalities to be clean, safe, maintained and calibrated to manufacturer specifications, with calibration and maintenance records retained for ten years; certain reprocessing records have a five-year requirement. Installed equipment is not necessarily owned, compliant, useful or transferable.

8. Assemble restricted-activity and premises records

Match needling, pelvic-health internal examinations, spinal manipulation and diagnostic-imaging ordering to authorized practitioners, consent, supervision and critical-event plans. Provide current municipal, building, accessibility, privacy, cleaning, equipment and emergency records for the suite.

Existing operation, a seller practitioner's authorization or a former-clinic use does not prove buyer approval or that a changed service model, provider group and layout meet current professional and municipal requirements.

9. Prepare lease and property evidence

For a lease, provide all amendments, options, guarantees, consents, physiotherapy and allied-health use, signs, hours, exclusivity, equipment, 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 College confirmation or approval, ownership roles, an eligible Most Responsible Physiotherapist where needed, practice permits, HIA records, financing, practitioners, equipment, restricted activities, municipal and landlord matters, insurance, systems 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, practitioner, insurer or supplier action.

11. Close within professional boundaries

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

Commercially does not certify practice-setting approval, ownership roles, record control, billings, clients, practitioners, restricted activities, equipment, facility standards, lease rights or property approval, and this guide is not a valuation or professional opinion.