The First 90 Days Plan

Closing on a practice feels like the finish line. It's the starting line. What you do in the first 90 days decides whether the team stays, whether the patients stay, and whether the numbers you underwrote actually show up in your bank account. This is the sequence I run every time, phase by phase.

The PDF lays out the eight phases in order, from the transition letter before closing through deciding what actually needs to change around day 60 to 90, plus the five numbers to check every week. The spreadsheet turns the same sequence into a week-by-week timeline you can actually check off.

What's inside#

• The PDF plan: eight phases, from before closing through days 60-90, including the weekly numbers table
• The XLSX timeline: one row per action, with the phase, the week, who's responsible, and a column to mark it done
• A 13-week breakout of the "check these numbers every week" phase, so the weekly check has its own row for each week

How to use it#

1. Read the PDF once before closing so the transition letter and the seller's role are settled ahead of time.
2. Work down the spreadsheet in order as you move through the first 90 days.
3. Check the five weekly numbers every week without skipping, even in weeks that feel calm.
4. Use the Day 30 and Days 60-90 rows as check-in points to decide, deliberately, what actually needs to change.