Buying A Pharmacy | Checklist

: Request 3–5 years of tax returns and internal financial statements . Cross-reference these to ensure the numbers match and represent true cash flow.

: While final approval depends on the specific store, have your financial package (personal tax returns and credit history) ready to show lenders you are a serious buyer. 2. Financial Due Diligence buying a pharmacy checklist

Buying an independent pharmacy is a complex process that blends high-stakes financial investment with strict regulatory compliance. This checklist breaks down the critical stages—from initial evaluation to closing the deal—to help you navigate the transition successfully. 1. Pre-Purchase & Assembly : Request 3–5 years of tax returns and

Are you planning to buy a or a small chain , as that will change how you approach the staffing and PBM audits? : Before making an offer

: Draft a non-binding offer that outlines the price, payment terms, and conditions for the final sale.

: Before making an offer, assemble a specialized group including a healthcare attorney , a CPA with pharmacy experience , and a pharmacy consultant .

: Confirm the pharmacy is in good standing with the State Board of Pharmacy and has all required DEA registrations and billing permits.