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The Typical Sales Process:

• Understand your goals and exit strategy
• Practice valuation
• Practice assessment
• Guidance to improve the value of your practice
• Compliance assessment
• Collaborate on timing
• Develop marketing plan
• Target the right buyers to meet your goals
• Coordinate buyers' meetings
• Provide guidance and feedback regarding initial offers
• Negotiate formal letter of intent
• Assistance through the diligence process
• Work with your legal and trusted deal team to negotiate purchase agreement terms
• Help coordinate integration plans for you and the buyer
• Close the deal
• Assist with any post close questions

The Typical Buy Side Process: 

• Understand your goals and growth strategy
• Assists you through the process of buying another practice
• Practice valuation and high level proforma
• Practice assessment 
• Compliance assessment
• Provide guidance and feedback to develop initial offers 
• Negotiate formal letter of intent 
• Consulting through the diligence process 
• Work with your legal and trusted deal team to negotiate purchase agreement terms
• Help coordinate integration plans for you and the seller
• Close the deal Assist with any post close questions

Exit Planning: 

• Understand your exit goals and timelines
• Practice valuation
• Practice assessment
• Optional compliance assessment 
• Proforma 
• Written plan that outlines opportunities to increase value of your practice, identify critical KPI's and establish critical targets and timelines that will help you successfully meet your goals. 
• Written discussion on who may be the best buyers to align with your goals. 
• Written discussion on strategies that will better prepare your practice for a sale and increase buyer's interest and confidence. 

Practice Valuations:

• Appraisal of the current value of your practice.  
• Optional compliance assessment
• Written valuation report

Practice Assessments: 

• Operational assessment
• Financial assessment
• Compares your operational and financial key performance indicators against industry averages and benchmarks to identify areas that will improve the value and profitability of your practice.    
• Optional compliance assessment
• Written practice assessment report