Partner Portal
FCBB

WCI Partner Access

Exclusive resources for White Coat Planners partners.
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WCI Exclusive

White Coat Planners
Partner Portal

A dedicated resource hub for White Coat Planners — exclusive pricing, confidential marketing materials, and everything you need to guide your physician clients through a practice transition.

Partnership

Welcome to the WCI Partner Portal. This is your dedicated hub for everything related to our partnership with White Coat Planners. Here you'll find exclusive pricing, confidential practice marketing packages, and resources designed to make every physician client referral seamless from introduction to closing. Questions? Call us directly at (770) 203-1100.

About This Partnership

First Choice Business Brokers (FCBB) and White Coat Planners have partnered to serve physicians navigating one of the most significant financial decisions of their careers — the sale of their practice. Whether a doctor is retiring after decades of service, transitioning to a new role, or restructuring their professional life, the sale of a medical practice requires a broker who understands both the business and the clinical world.

Through this partnership, White Coat Planners advisors can refer physician clients directly to FCBB Atlanta Metro with confidence — knowing their clients will receive WCI-exclusive pricing, a dedicated broker, and the same level of professionalism that WCI members have come to expect.

This portal gives your team access to our pricing menus, sample confidential marketing packages (CBPs), and process documentation — so you always know exactly what your clients will experience from day one.

How Our Confidential Marketing System Works

CBP Level 1

Confidential Business Profile — Level 1

  • Practice type, specialty, and general region
  • Revenue and SDE summary (3-year trend)
  • Employee count and hours of operation
  • Lease overview (sq ft, rent, term — no address)
  • Asking price and what's included
  • Ownership structure and reason for sale
  • Ideal buyer profile

To receive: Buyer must sign a Non-Disclosure Agreement (NDA). No financial qualification required.

CBP Level 2

Confidential Business Profile — Level 2

  • Everything in CBP Level 1, plus:
  • Full practice name and address
  • Owner name(s) and background
  • Complete 3-year financial statements
  • Full SDE/EBITDA worksheets
  • Equipment list and valuations
  • Photo gallery of the practice

To receive: NDA signed + qualifying call with a certified FCBB broker + proof of funds submitted.

Ready to refer a physician client?

Our team is ready to take your call — or submit a referral online in minutes.

Submit a Client Referral → (770) 203-1100