Our comprehensive & successful approach to a sale includes:

• Detailed operational assessment
• Financial analyses
• Practice or business valuation
• Seller’s profile development
• Representation to qualified buyers or investors
• Sales process management
• Deal structure & negotiation expertise

We’re committed to identifying a good fit among buyers, sellers and their employees.

Our approach involves:

• Identifying qualified buyer and/or investor candidates
• Confirming the viability of interested parties to finalize a deal
• Assessing & recommending the best buyer option

Are your financials in order?  Is your healthcare practice or business appropriately staffed?

We’ll review and highlight operational areas where fine-tuning could enhance your business value and negotiating position.  Our review includes:

• Staffing
• Revenue
• Compliance
• Real Estate
• Equipment

Even if selling is not top-of-mind, creating an action plan for a future exit should be.

Our plan and your focus on key milestones will better position your business when it’s time to take equity or sell.  The optimal time frame for strategy development is 3-5 years prior to a desired sale.  Our analysis provides:

• Thorough Business Assessment
• Detailed Action Plan

Do you know what your business is worth?  A current valuation is a critical component of the sales process as well as a useful tool in securing loans, planning for retirement, evaluating net worth, calculating estate taxes, etc.  Our valuation & assessment will cover:

• In-depth analysis of your business
• Fair market value calculation
• Operational benchmarks vs. peer businesses
• Business recommendations

• Financial Business Modeling
• Business Plan & Budget Analysis 
• Strategic Plan Evaluation 
• Business Restructuring Planning