Playbook

Three questions to ask any vendor.

Plus the red flags owners learned to spot.

The questions and red flags

Part 1: Three questions before you signQuestion 1: What’s the full cost over the life of this?

Ask for everything, not just the first payment: disposables, software, service agreements and renewals. The price that matters is the one you’ll pay over years.

Question 2: Can I talk to three solo owners who’ve used it?

Ask for references from independent owners outside your market. Pick owners who have used it for a while. Real owners tell you what the brochure won’t.

Question 3: What happens if I need to transfer or sell it?

Ask how warranty transfers and resale work. Your plans may change, and your flexibility matters.

Part 2: Three red flags to watch forRed flag: pressure to sign today.

A good partner will give you written terms and time to review them with your advisors.

Red flag: guaranteed results.

Be careful with anyone promising a specific number of patients or bookings before they understand your practice.

Red flag: automatic renewals.

Read the renewal and cancellation terms before you sign, and ask what it takes to leave.

Everything shared here is one owner’s experience. Check with your own attorney, accountant and medical director before acting on it.

All playbooks · Next playbook: Getting found

Bring this to the room.

Talk it through with owners who have been there. Next Pressure Point: Wed, Nov 18 · 7:00 PM ET (4:00 PM PT).