Our Process
From First Call to Final Close — Here's Exactly How We Work.
No surprises, no hidden steps, no pressure. Our process is designed to be transparent, thorough, and entirely focused on achieving the strongest possible outcome for you.
6-9
Months Average
8
Clear Steps
3
Phases
Discovery
Steps 1-3
Steps 1-3
Understanding your goals, valuing your practice, and positioning for market.
Execution
Steps 4-6
Steps 4-6
Finding the right buyer, evaluating offers, and negotiating terms.
Close
Steps 7-8
Steps 7-8
Managing due diligence, closing the deal, and transitioning.
Confidential Discovery Call
Everything begins with a confidential conversation. We learn about your practice, your goals, your timeline, and what success looks like for you. No pressure, no obligation — just an honest assessment of where you are and what’s possible.
What You Provide
- Basic practice overview (collections, location, specialty)
- Your goals and timeline
- Any questions or concerns you have
What We Handle
- Initial market assessment
- Preliminary valuation range
- Honest feedback on readiness and timing
Practice Valuation & Market Analysis
We conduct a comprehensive valuation using multiple methodologies — collections multiples, EBITDA analysis, and market comparables. We also analyze the buyer landscape in your market to understand who’s actively acquiring and what they’re paying.
What You Provide
- 3-5 years of financial statements
- Tax returns and P&L reports
- Patient demographics and production data
What We Handle
- EBITDA normalization and adjustments
- Market comparable analysis
- Buyer landscape mapping
- Written valuation report with range and methodology
Strategic Positioning
Based on your valuation and goals, we develop a strategic positioning plan. This includes identifying your practice’s unique strengths, addressing any value gaps, and crafting the narrative that will resonate with the right buyers.
What You Provide
- Practice history and growth story
- Technology and facility details
- Staff information and organizational structure
What We Handle
- Confidential Information Memorandum (CIM)
- Practice highlights and growth narrative
- Marketing materials for buyer presentations
- Value gap identification and recommendations
Strategic Positioning
Based on your valuation and goals, we develop a strategic positioning plan. This includes identifying your practice’s unique strengths, addressing any value gaps, and crafting the narrative that will resonate with the right buyers.
What You Provide
- Practice history and growth story
- Technology and facility details
- Staff information and organizational structure
What We Handle
- Confidential Information Memorandum (CIM)
- Practice highlights and growth narrative
- Marketing materials for buyer presentations
- Value gap identification and recommendations
Offer Evaluation & 7 Pillars Analysis
As offers come in, we evaluate each one using our 7 Pillars framework — not just the financial terms, but partner fit, personal objectives, timing, risk, and alternatives. We create true apples-to-apples comparisons so you can decide with confidence.
What You Provide
- Your priorities and weighting across the 7 Pillars
- Questions for buyers
- Feedback on initial offers and presentations
What We Handle
- Offer comparison matrix
- 7 Pillars scoring for each offer
- Buyer reference checks
- Recommendation with clear rationale
Negotiation & Deal Structuring
Once you’ve selected a preferred buyer, we negotiate the full deal structure — purchase price, earnout terms, rollover equity, employment agreement, non-compete, and transition timeline. Every term is negotiated to protect your interests.
What You Provide
- Your deal priorities and red lines
- Preferred post-close involvement
- Legal counsel selection (we can recommend)
What We Handle
- Term sheet negotiation
- Deal structure optimization
- Employment agreement terms
- Letter of Intent (LOI) facilitation
Due Diligence Management
Due diligence is where deals can stall or fall apart. We manage the entire process — organizing documents, coordinating with your team, addressing buyer questions, and ensuring nothing derails the transaction.
What You Provide
- Access to financial records and systems
- Staff and operational information
- Lease, insurance, and compliance documents
What We Handle
- Due diligence data room organization
- Buyer question management
- Issue resolution and renegotiation if needed
- Timeline management and milestone tracking
Closing & Transition Support
The finish line. We coordinate with legal counsel on both sides to finalize documents, manage the closing process, and support your transition into the next chapter. Our relationship doesn’t end at closing — we’re here for whatever comes next.
What You Provide
- Final document review and signatures
- Transition cooperation
- Staff and patient communication (we help draft)
What We Handle
- Closing coordination and document management
- Wire transfer and fund verification
- Staff and patient communication templates
- Post-close transition support and guidance
Average Timeline: 6-9 Months
From initial engagement to close, most transactions take 6-9 months. Some move faster (4-5 months for straightforward deals), and some take longer (10-12 months for complex multi-location groups or partnership structures).
The timeline depends on practice complexity, buyer identification, due diligence requirements, and deal structure negotiations. We manage the process to keep things moving without rushing decisions that deserve careful consideration.