Practical med spa checklists
Organize the records, decisions, and responsibilities needed for a sale, acquisition, or ownership transition.
10 resources
Med spa asset-purchase-agreement checklist: terms and schedules to review
Review a med spa asset purchase agreement for assets, liabilities, price adjustments, consents, clinical structure, patient records, remedies, and transition.
buy · 7 min readMed spa buyer due-diligence request list: documents and review questions
Use this med spa buyer request list to connect financial, provider, membership, device, lease, clinical, and privacy records to real acquisition decisions.
buy · 7 min readMed spa environmental and regulatory diligence checklist
Use this med spa regulatory checklist to organize ownership, clinical, device, product, workplace, waste, privacy, facility, and deal evidence for review.
operations · 7 min readFirst-year operating-plan template for a med spa’s new owner
Build a med spa first-year operating plan with monthly cash, provider capacity, memberships, service margins, compliance responsibilities, and reviews.
valuation · 7 min readMed spa acquisition lender-document checklist: current SBA context
Prepare a med spa acquisition lender package with borrower, earnings, equity, debt, clinical, and transaction evidence. Check current SBA category requirements.
buy · 7 min readMed spa closing-day checklist: funds, authority, and operating handover
Use this med spa closing checklist to confirm documents, funds, payoffs, memberships, consents, clinical continuity, access, and post-close responsibilities.
sell · 7 min readMed spa data-room index: a controlled, usable sale evidence file
Build a med spa data room that buyers can use: indexed financials, clinical records, memberships, devices, contracts, permissions, versions, and issue tracking.
sell · 7 min readMed spa letter-of-intent checklist: business terms before exclusivity
A med spa LOI should define price, earnings, payment mix, included assets, working capital, clinical structure, financing, transition, and exclusivity terms.
operations · 8 min readMed spa 90-day transition checklist after an acquisition
Use this med spa 90-day transition checklist to protect care continuity, payroll, memberships, cash, providers, systems, and the handover from the seller.
sell · 7 min readMed spa pre-sale preparation checklist: evidence before outreach
Use this med spa pre-sale checklist to prepare earnings, providers, memberships, devices, contracts, compliance records, and a confidential buyer process.
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