These are practice and property owner agreements that we have produced with independent legal firms. Key features include internal valuations that do not require external valuation of your practice in the event of a retiring partner leaving because of sickness or ill health. We are not lawyers. A legal opinion should be sought. These agreements are used to facilitate a discussion on key areas that affect your practice from entry to exit and how decisions are made. Contact us for further information.

Who do you contact about legal questions?

All agreements need to be tailored to your needs.  You can use the legal helpline that the law firm Hamilton Bailey Legal and Maddox Lawyers (via Cleardocs) provides to our Health and Life clients.  Depending on your needs, they are are our preferred independent lawyers. They sign-off on all Health and Life trade marked master documents.

The first thing to do is contact us. We will arrange for you to speak with the right legal team.


Our number is 1800 077 222.

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About me: David Dahm BA (Acc.), CA., FCPA, CTA, FFin, CPM, FAAPM, FAIM, FGLF.

Chartered Accountant, Chartered Tax Adviser, Registered Tax Agent, Former AGPAL Surveyor 10 years of service

David Dahm is CEO and founder of the national medical and healthcare chartered accounting firm Health and Life and global Founder and CEO of the not for profit project the International Healthcare Standards and Ethics Board (

After a serious work related car accident in 1989, and nine operations later I continue to be a patient and provider advocate. I enter my third decade as a national Chartered Accountant for Medical and Healthcare practices in Australia. I am a former 10-year Australian General Practice Accreditation surveyor. I come from a medico family. I have served on the AAPM national Board and was the inaugural national Chair of the Certified Practice Manager CPM post nominal. I continue to provide accounting tax and practice management advice to many practices all over Australia.

You know who you are and I thank you for this real honour and privilege to serve you and your community through you. Note, I am not a lawyer please seek appropriate legal and accounting advice. This information is for general information and discussion only.