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[email protected] www.cirrusconsultinggroup.com 1.800.459.3413 | NEW PRACTICE CHECKLIST CREATE A BUSINESS PLAN CONSTRUCTION PROCESS PREPARING TO OPEN GETTING STARTED What is Your Mission Statement? Bid Process Prepare Construction Documents Construction Begins Financing Site-Selection Lease Negotiation (Cirrus Consulting Group) Pre-Inspection Zoning Insurance Inventory Preliminary Plan Discussion with Equipment Provider Notice Period (if applicable) Pre-Marketing Activities Build Your Team Dentist Equipment Partner Lease Negotiator General Contractor Architect/ Designer Insurance Partner Financial Institution Real Estate Broker Opening Day Pre-Approval and Commitment Letter Request Floor and Site Plan from Landlord Design Work Finalize Equipment Order/Purchase Agreement Inspection & Verification of Landlord’s Work Award Bid (selection of General Contractor) Coordination Between Equipment Manufacturer/Architect Signage Landlord Approval of Plans (design, signage, etc.) Apply for Permits General Contractor to Manage Process Installation of Equipment Market Research and Space-Finding Develop Real Estate Plan Review Letter of Intent/Offer to Lease to ensure terms (financial and legal) are fair and reasonable Negotiate Terms of the LOI/OTL Review Landlord’s Standard Office Lease Agreement Negotiate terms of lease to limit risks and liabilities Review final copy of lease agreement prior to execution (signing) to ensure consistency between terms negotiated and terms actually drafted in the agreement Permitted Use Parking Other By-Laws HVAC, Electrical, Mechanical and Building Services Signage and Parking Interview Contractor/Designer WHO’S INVOLVED >>

NEW PRACTICE CHECKLIST - Cirrus Consulting Group

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Page 1: NEW PRACTICE CHECKLIST - Cirrus Consulting Group

[email protected] www.cirrusconsultinggroup.com1.800.459.3413 |

NEW PRACTICE CHECKLIST

CREATE A BUSINESS PLAN

CONSTRUCTION PROCESS

PREPARING TO OPEN

GETTING STARTEDWhat is Your Mission Statement?

Bid Process

Prepare Construction Documents

Construction Begins

Financing

Site-Selection

Lease Negotiation (Cirrus Consulting Group)

Pre-Inspection

Zoning

Insurance

Inventory

Preliminary Plan

Discussion with Equipment Provider

Notice Period (if applicable)

Pre-Marketing Activities

Build Your Team

Dentis

tEq

uipment

Partner

Lease

Negotia

tor

Genera

l

Contra

ctor

Archite

ct/

Designer

Insuran

ce

Partner

Finan

cial

Institu

tion

Real E

state

Broker

Opening Day

Pre-Approval and Commitment Letter

Request Floor and Site Plan from LandlordDesign Work

Finalize Equipment Order/Purchase Agreement

Inspection & Verification of Landlord’s Work

Award Bid (selection of General Contractor)

Coordination Between Equipment Manufacturer/ArchitectSignageLandlord Approval of Plans (design, signage, etc.)Apply for Permits

General Contractor to Manage ProcessInstallation of Equipment

Market Research and Space-FindingDevelop Real Estate Plan

Review Letter of Intent/Offer to Lease to ensure terms(financial and legal) are fair and reasonableNegotiate Terms of the LOI/OTLReview Landlord’s Standard Office Lease AgreementNegotiate terms of lease to limit risks and liabilities Review final copy of lease agreement prior to execution (signing) to ensure consistency between terms negotiated and terms actually drafted in the agreement

Permitted UseParkingOther By-Laws

HVAC, Electrical, Mechanical and Building ServicesSignage and Parking Interview Contractor/Designer

WHO’S INVOLVED >>