Page 2 - Traditions Policies and Procedures

TABLE OF CONTENTS

1000 – Purpose, Vision, and Values ............................................................................................... 3
1002 – Analyzing Practices ............................................................................................................. 6
1002.01 – Associate Buy-In Options .............................................................................................. 7
1002.1 - Checklist for Inspecting & Improving Hospitals ............................................................ 10
1003 – Contacts ............................................................................................................................ 15
1004 – Corporate Structure ......................................................................................................... 19
1005 – Exit Strategy ...................................................................................................................... 20
1008 - Financing Approval – List of Items Needed from Banks .................................................. 21
1011 - Financing Terms ................................................................................................................ 22
1015 – Ideal Practice to Purchase ................................................................................................ 23
1018 – Lab Equipment (In-House and Outside) .......................................................................... 24
1021 – Off-Site Retreat Agendas ................................................................................................. 26
1023 – Plans .................................................................................................................................. 28
1023.1 – Private Equity Groups ................................................................................................... 29
1023.2 - QuickBooks Access & Right Networks ........................................................................... 30
1023.3 – QuickBooks Attaching/Receipts to Transactions ......................................................... 31
1023.5 – Remote IT Connection ................................................................................................... 32
1023.7 – Same Page Meeting – Owner’s Only ............................................................................ 33
1024 – Shareholder Agreement ................................................................................................... 34
1025 – Team of Experts for Purchasing Practices ....................................................................... 35
1029 - To-Do List for Transitioning a Practice – Month 1 ........................................................... 37
1032 - Transition Steps for New Clinics ....................................................................................... 38

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