Terms & Conditions

Last updated: July 27, 2026

Welcome to Concierge Practice Report.

These Terms and Conditions govern your access to and use of conciergepracticereport.com, including its articles, reports, newsletters, forms and related content.

By accessing or using the website, you confirm that you have read, understood and agreed to these Terms and Conditions. If you do not agree with these terms, please do not use the website.

1. About Concierge Practice Report

Concierge Practice Report is an editorial publication providing general news, commentary, research and educational information relating to:

  • Concierge medicine
  • Direct primary care
  • Physician-owned medical practices
  • Practice valuation
  • Practice growth and operations
  • Succession and transition planning
  • Healthcare mergers and acquisitions
  • Management-services organization structures
  • Buyer and investment activity
  • Transaction preparation and deal processes

The website is operated by:

Legal entity: [Insert Legal Entity Name]
Registration or company number: [Insert Number, if applicable]
Business address: [Insert Business Address]
Email: info@conciergepracticereport.com

In these terms, “Concierge Practice Report,” “we,” “us” and “our” refer to the website operator identified above.

2. Editorial and Educational Purpose

The information published on Concierge Practice Report is provided for general editorial, informational and educational purposes only.

Our content is intended to help physician-owners and other readers better understand topics affecting concierge medical practices and direct primary care businesses.

Nothing on this website constitutes individualized professional advice.

You should not make a legal, financial, tax, accounting, medical, regulatory, investment, employment, transaction or business decision solely on the basis of information published on this website.

Before acting on information relating to your practice, ownership structure, valuation, proposed transaction or personal circumstances, you should consult appropriately qualified professional advisers.

3. No Legal or Regulatory Advice

Content discussing healthcare laws, corporate-practice-of-medicine restrictions, direct primary care statutes, management-services organizations, fee-splitting rules, transaction structures or regulatory requirements is provided only as general education.

Healthcare laws vary by state and jurisdiction and may change over time.

Nothing published on this website:

  • Constitutes legal advice
  • Determines whether a transaction structure is lawful
  • Creates an attorney-client relationship
  • Replaces advice from qualified healthcare regulatory counsel
  • Confirms compliance with any federal, state or local requirement
  • Should be relied upon as a legal opinion

Readers should consult qualified legal counsel before establishing, modifying, purchasing, selling or restructuring a healthcare business.

4. No Financial, Tax, Accounting or Investment Advice

Articles discussing practice value, adjusted EBITDA, quality-of-earnings reviews, purchase prices, valuation multiples, buyer activity, deal structures or financial performance are provided for general informational purposes.

Nothing on the website constitutes:

  • Financial advice
  • Tax advice
  • Accounting advice
  • Investment advice
  • A fairness opinion
  • A formal business valuation
  • A recommendation to buy or sell an asset
  • A securities offering
  • A solicitation to enter into a transaction

Illustrations, examples, valuation ranges and financial calculations may be simplified and may not reflect the circumstances of a particular practice.

Actual practice value depends on numerous factors, including financial performance, membership stability, physician dependence, geography, payer and membership structure, contractual obligations, regulatory risk and market conditions.

You should obtain advice from qualified financial, tax, accounting and valuation professionals before relying on financial information or completing a transaction.

5. No Medical Advice or Physician-Patient Relationship

Concierge Practice Report is not a medical practice and does not provide patient care, diagnosis or treatment through this website.

Although our content may discuss physicians, healthcare delivery and medical-practice operations, it is not intended to provide medical advice to patients or healthcare professionals.

Use of the website does not create a physician-patient relationship.

Always seek advice from a qualified healthcare professional regarding medical symptoms, diagnoses, treatment decisions or patient-care concerns.

6. No Brokerage, Advisory or Transaction Relationship

Accessing the website, subscribing to a newsletter, downloading a resource or contacting us does not automatically create:

  • An investment-banking relationship
  • A broker-client relationship
  • A financial-advisory relationship
  • A valuation engagement
  • A consulting relationship
  • An agency relationship
  • A fiduciary relationship
  • A transaction-advisory relationship

Any professional engagement must be established through a separate written agreement signed by the relevant parties.

The publication of information concerning buyers, investors, practice transactions or market activity does not constitute an offer, recommendation, endorsement or solicitation.

7. No Guarantee of Results

We do not guarantee:

  • The value of any medical practice
  • The accuracy of a preliminary valuation estimate
  • That a practice will attract a buyer
  • That a transaction will close
  • That a physician will receive a particular purchase price
  • That a business strategy will produce a particular result
  • That market conditions will remain unchanged
  • That any transaction structure will be suitable or permissible
  • That historical transaction outcomes will be repeated

Every practice and transaction is different. Outcomes depend on circumstances outside our control.

8. Accuracy and Timeliness of Information

We make reasonable efforts to publish useful and accurate information. However, healthcare regulations, market conditions, buyer preferences, valuation practices and transaction structures can change quickly.

We do not warrant that content is:

  • Complete
  • Current
  • Accurate in every jurisdiction
  • Suitable for your individual circumstances
  • Free from typographical or factual errors
  • Continuously available

Articles reflect the information reasonably available at the time of publication.

Publication dates, update dates and cited sources should be considered when evaluating an article. Older content may no longer reflect current market, legal or regulatory conditions.

We may correct, update, revise or remove content at any time without notice.

9. Editorial Independence and Contributor Content

Articles may be written, reviewed or edited by staff members, outside contributors, subject-matter specialists or editorial teams.

Opinions expressed by a contributor are their own unless the article states otherwise. Publication does not mean that Concierge Practice Report endorses every opinion, organization, product, buyer, investor or transaction mentioned.

Where a composite editorial persona is used, the profile should be clearly identified as a composite or editorial contributor rather than presented as a real licensed professional.

Contributor biographies and professional descriptions are provided for general context and should not be treated as independent verification of licensure, certification or professional standing.

10. Use of the Website

You may access and use the website for lawful, personal, professional and internal business-information purposes.

You agree not to:

  • Use the website for an unlawful or fraudulent purpose
  • Violate any applicable law or regulation
  • Attempt to gain unauthorized access to the website or its systems
  • Interfere with the security or operation of the website
  • Introduce viruses, malware, malicious code or harmful technologies
  • Collect personal information about other users without permission
  • Scrape, harvest, crawl or extract substantial website content without written authorization
  • Use automated tools to reproduce or republish our content
  • Misrepresent your identity or professional credentials
  • Submit false, misleading, defamatory or unlawful information
  • Use our content to impersonate Concierge Practice Report or its contributors
  • Remove copyright, trademark or attribution notices
  • Use the website in a manner that could damage our reputation or operations

We may restrict, suspend or terminate access where we reasonably believe these terms have been violated.

11. Intellectual Property Rights

Unless otherwise stated, all content published on the website is owned by or licensed to Concierge Practice Report.

Protected content may include:

  • Articles
  • Reports
  • Guides
  • Research summaries
  • Website copy
  • Graphics
  • Charts
  • Photographs
  • Videos
  • Downloads
  • Logos
  • Branding
  • Page layouts
  • Databases
  • Newsletter content
  • Original editorial frameworks

Content is protected by applicable copyright, trademark and other intellectual-property laws.

You may:

  • Read articles for personal or internal professional use
  • Print a reasonable number of pages for personal reference
  • Share links to publicly accessible articles
  • Quote limited portions with appropriate attribution

Without prior written permission, you may not:

  • Republish complete articles
  • Copy substantial portions of the website
  • Sell, license or commercially distribute our content
  • Create derivative publications based substantially on our content
  • Place our content behind another website’s paywall
  • Use our content to train, develop or populate a commercial database or artificial-intelligence system
  • Present our research or writing as your own
  • Use our name, logo or branding in a way that suggests endorsement

Permission requests may be sent to info@conciergepracticereport.com.

12. Artificial Intelligence and Automated Use

You may not use automated tools, bots, crawlers, scraping systems or artificial-intelligence technologies to systematically collect, reproduce or commercially exploit website content without prior written permission.

Limited indexing by legitimate search engines is permitted when conducted in accordance with our technical instructions and applicable law.

Nothing in these terms transfers ownership of our content or grants permission to use it for commercial model training, dataset development or automated content generation.

13. Newsletter and Email Communications

When you subscribe to our newsletter or other publication updates, you consent to receive communications from Concierge Practice Report.

These communications may include:

  • New article notifications
  • Editorial newsletters
  • Research summaries
  • Market updates
  • Reports and guides
  • Publication announcements
  • Relevant information about related resources or services

You may unsubscribe at any time by selecting the unsubscribe link in an email or contacting info@conciergepracticereport.com.

Unsubscribing from marketing communications may not prevent us from sending essential administrative, legal or privacy-related notices.

Personal information collected through subscriptions is handled in accordance with our Privacy Policy.

14. Contact Forms and Enquiries

You may use the website to submit questions or enquiries.

Submitting a form does not guarantee:

  • A response
  • A consultation
  • Acceptance as a client
  • A valuation
  • Confidential treatment equivalent to a professional engagement
  • The creation of an advisory relationship

Do not submit sensitive information until an appropriate confidential relationship has been formally established.

You are responsible for ensuring that information submitted through the website is accurate and that you have the right to provide it.

15. Protected Health Information and Confidential Practice Data

The website is not designed to collect or store protected health information.

Do not submit:

  • Patient names
  • Patient contact details
  • Medical records
  • Clinical notes
  • Test results
  • Insurance information
  • Patient billing information
  • Other patient-identifiable information

You should also avoid submitting confidential practice information, employee information, transaction documents, tax records or proprietary financial data through a general website form.

If professional document review is required, use only a secure method approved as part of a separate engagement.

We are not responsible for sensitive or confidential information that you voluntarily submit through an inappropriate channel.

16. Reader Comments and Submissions

Where the website permits comments, guest submissions, survey responses or other user contributions, you confirm that:

  • The contribution is your own or you have permission to submit it
  • The information is accurate to the best of your knowledge
  • It does not violate another person’s rights
  • It is not defamatory, threatening, deceptive or unlawful
  • It does not disclose protected health information or confidential data
  • It does not contain malicious code or unauthorized promotional material

You grant Concierge Practice Report a non-exclusive, worldwide, royalty-free license to review, reproduce, edit, publish, distribute and display the contribution in connection with the website and publication.

We may moderate, reject, edit or remove submissions at our discretion.

We are not required to publish any submission and do not endorse views expressed by readers or guest contributors.

17. Third-Party Links and Resources

The website may link to third-party websites, publications, government resources, professional firms, buyers, investors, software providers or other organizations.

Links are provided for convenience and informational purposes.

We do not control and are not responsible for:

  • Third-party content
  • Privacy practices
  • Terms of use
  • Security
  • Availability
  • Products or services
  • Statements or representations
  • Regulatory or professional standing

A link does not necessarily constitute an endorsement, recommendation or business relationship.

You access third-party websites at your own risk and should review their applicable terms and privacy policies.

18. Advertising, Sponsorships and Affiliate Relationships

Concierge Practice Report may publish sponsored content, advertisements, affiliate links or information about commercial services.

Where required, material commercial relationships will be disclosed.

Sponsored or affiliate content does not eliminate the need for readers to perform their own investigation and obtain independent professional advice.

We do not guarantee the quality, accuracy or suitability of a third party’s product or service.

19. Website Availability and Security

We aim to keep the website available and functioning properly, but we do not guarantee uninterrupted access.

We may suspend, restrict or withdraw any part of the website for:

  • Maintenance
  • Security
  • Technical updates
  • Operational changes
  • Legal or regulatory reasons
  • Events outside our reasonable control

We do not guarantee that the website will be free from viruses, vulnerabilities or other harmful components.

You are responsible for maintaining appropriate device security, software updates and data backups.

20. Disclaimer of Warranties

To the fullest extent permitted by law, the website and its content are provided on an “as is” and “as available” basis.

We disclaim all express and implied warranties, including warranties relating to:

  • Accuracy
  • Completeness
  • Reliability
  • Availability
  • Merchantability
  • Fitness for a particular purpose
  • Non-infringement
  • Professional suitability
  • Business outcomes
  • Transaction outcomes

Your use of and reliance on the website are at your own risk.

21. Limitation of Liability

To the fullest extent permitted by applicable law, Concierge Practice Report and its owners, operators, employees, editors, contributors, contractors and service providers will not be liable for any direct, indirect, incidental, consequential, special, punitive or exemplary loss arising from or connected with:

  • Access to or use of the website
  • Inability to access the website
  • Reliance on an article, report or calculation
  • A legal, regulatory, financial, medical or business decision
  • A practice valuation or transaction outcome
  • Loss of profits, revenue, opportunity, goodwill or data
  • Third-party websites or services
  • Unauthorized access to communications
  • Viruses, malware or technical failures
  • Errors, omissions or outdated information

Where liability cannot legally be excluded, our liability will be limited to the maximum extent permitted by applicable law.

Nothing in these terms excludes liability that cannot lawfully be excluded.

22. Indemnification

To the extent permitted by law, you agree to indemnify and hold harmless Concierge Practice Report and its owners, officers, employees, contributors, contractors and service providers from claims, liabilities, losses, damages and reasonable costs arising from:

  • Your unlawful use of the website
  • Your violation of these Terms and Conditions
  • Content or information you submit
  • Your infringement of another party’s rights
  • Your misuse or unauthorized reproduction of our content

23. Copyright Complaints

We respect intellectual-property rights.

To report material that you believe infringes your copyright, email info@conciergepracticereport.com and provide:

  • Your name and contact information
  • Identification of the copyrighted work
  • The location of the allegedly infringing material
  • An explanation of your claim
  • A statement that the information provided is accurate
  • Confirmation that you are the rights holder or authorized to act for the rights holder

We may remove or restrict access to disputed content while reviewing a legitimate complaint.

24. Privacy

Our collection and handling of personal information are governed by our Privacy Policy.

By using the website, you acknowledge that internet transmissions cannot be guaranteed to be completely private or secure.

Do not send information through the website that you are not comfortable transmitting electronically.

25. Changes to the Website

We may add, update, remove or discontinue:

  • Articles
  • Categories
  • Newsletters
  • Downloads
  • Forms
  • Features
  • Contributor profiles
  • Website services

We are not obligated to retain, archive or continue providing any particular piece of content.

26. Changes to These Terms

We may revise these Terms and Conditions periodically.

The updated version will be posted on this page with a revised “Last updated” date.

Your continued use of the website after revised terms are published constitutes acceptance of the revised terms, to the extent permitted by law.

27. Termination

We may suspend or terminate your access to the website where:

  • You violate these terms
  • Your activity creates a security or legal risk
  • Your conduct interferes with other users
  • We discontinue the website or a relevant service

Provisions relating to intellectual property, disclaimers, liability, indemnification and governing law will survive termination where applicable.

28. Governing Law and Jurisdiction

These Terms and Conditions are governed by the laws of [Insert State and Country of Website Operator], without regard to conflict-of-law principles.

Any dispute relating to these terms or the website will be subject to the jurisdiction of the courts located in [Insert County, State and Country], except where applicable consumer law requires otherwise.

29. Severability

If any provision of these terms is found to be unlawful, invalid or unenforceable, that provision will be interpreted or limited to the minimum extent necessary.

The remaining provisions will continue in full force and effect.

30. No Waiver

A failure by Concierge Practice Report to enforce any provision of these terms does not constitute a waiver of that provision or any other right.

31. Entire Agreement

These Terms and Conditions, together with the Privacy Policy and any other policies expressly referenced on the website, constitute the entire agreement governing your general use of the website.

A separate signed professional-services agreement will control if it conflicts with these website terms in relation to a specific engagement.

32. Contact Us

For questions concerning these Terms and Conditions, contact:

Concierge Practice Report
Operated by: [Insert Legal Entity Name]
Business address: [Insert Business Address]
Email: info@conciergepracticereport.com
Website: conciergepracticereport.com