Our sale process
A clear path. An accountable partner.
Know what happens, who is involved and where things stand. Every transition is built around your circumstances.
- 1
Discovery & valuation
We discuss your goals and timing, recast your financials and establish a valuation range. Your initial valuation is free, with no commitment.
- 2
Preparation & positioning
Financials, patient data, lease terms, real estate and tax planning shape the story before your practice goes to market.
- 3
Confidential marketing
Blind marketing and targeted buyer outreach protect your identity. Qualified buyers sign an NDA before receiving details. You receive weekly activity reports.
- 4
Competitive offers
A structured offer deadline and side-by-side comparison bring price, deal structure, clinical fit and your future role into focus.
- 5
Due diligence & financing
We coordinate the data room, lenders and attorneys, keeping questions and outstanding items organized.
- 6
Closing & transition
Closing coordination, staff announcements, patient communications and proceeds planning help turn an agreement into a considered transition.
What we ask of you
Timely documents, an honest picture of the practice and a decision-maker available for key conversations. A strong process is a partnership.
A clearer picture. A stronger plan.
What is your practice really worth?
Start with a free, confidential valuation. No obligation.