Questions
Before you buy
Why both? Isn't one enough?
They answer different questions. The Valuation Tool tells you what the practice is worth and whether a lender would back the price, using last year's real numbers. The Pro Forma shows what happens after you own it: five years of cash flow, your pay, the loan and a stress test. Lenders and your own good sense want both.
Do the two tools agree with each other?
Yes. They use the same lender rules (1.25x coverage on last year's cash, 10% down for US SBA purchases), the same interest-rate defaults and the same way of borrowing closing costs and working capital. Enter the same practice in both and the lender test lands within a few hundredths. Where they differ, it's because you chose a different pay for yourself, and both tools show that.
I'm opening a new clinic, not buying one.
Then you only need the Clinic Pro Forma. The Valuation Tool is for buying or selling an existing practice.
I'm selling. Do I need the bundle?
Usually not. Sellers mostly need the Valuation Tool. The bundle helps if you want to show buyers a 5-year plan, or if you're selling one practice to buy another.
How do I get the files?
Checkout is secure through Stripe, priced in US dollars. Canadian cards work fine. Right after payment you land on one download page with both files. Bookmark it.
Will the price go up?
Yes. The founding bundle price of $349 USD ends December 31, 2026 at 11:59 pm Pacific. From January 1, 2027 the bundle is $499, and the tools are $299 each.
Can I get a refund?
No. They're instant digital downloads, so all sales are final. If a file won't open or something is broken, email hello@thegenuwineod.com and I'll fix it.
2 Excel tools · 2 one-page summaries
