We prepare practice owners for the most important decision of their career.
Our work sits at the very beginning — before brokers, before buyers, before any negotiations. By the time you’re ready to take the next step, you’ll know exactly where you stand.
Every engagement starts with a conversation.
Before anything else, we talk. Our team will ask about your practice, your goals, and what’s on your mind. We listen first, then give you an honest perspective. If there’s a fit, we’ll outline the next step. If there isn’t, we’ll tell you — and point you toward whoever can help.
What we'll cover
Your practice — size, structure, specialty, story. Where you are in your career. Whether you've had conversations with buyers or brokers. What questions are on your mind.
What you'll walk away with
A clear sense of the marketability of your practice, what the market looks like for practices like yours, and what the next step would be if you want to go deeper.
Who you'll talk to
Both of us. David brings 25+ years of industry relationships and deal experience. Eric brings the analytical perspective — how buyers underwrite practices, where they find adjustments, what drives decisions. You get both sides.
What this isn't
A sales call. We won't pressure you or ask you to sign anything. Many owners we talk to are years from a transaction. That's perfectly fine — this conversation is for you, on your timeline.
Practice diagnostic & valuation
A thorough analysis of your practice through the buyer’s lens. The deliverable is yours — no listing agreement, no exclusivity, no obligation.
Why this is a fixed fee
Building a preliminary data room, normalizing multiple years of financials, benchmarking operations, identifying value-creation opportunities — this is substantive analytical work. A fixed fee keeps the analysis independent and gives you certainty on cost.
Financial normalization
Your P&L rebuilt the way a buyer's analyst would — owner comp adjustments, one-time expenses, discretionary spending, revenue run-rate. Your true, defensible EBITDA.
Operational benchmarking
Revenue capture, coding, payor mix, provider utilization, expenses — benchmarked against comparable practices to find where value can be created.
Market positioning
Where your practice sits relative to recent transactions. What buyer types would be interested. What range is realistic.
Preliminary data room
Your key documents organized in the format buyers expect. Ready from day one when the time comes.
Value-creation roadmap
Where you are, where you could be, and the specific steps to close the gap. Actionable, honest, yours to keep.
Finding the right path forward
When you’re ready, we help you think through who to work with. The right broker, buyer, or partner depends on your practice, your geography, and your goals.
The right broker for your situation
Brokers vary in specialty, geography, deal size, and approach. We help you understand which type fits your practice and can make introductions when you're ready.
Direct buyer conversations
Some practices are better served going directly to a buyer. If that's the right path, we help you approach prepared.
Your timeline, your pace
Ready now? We move quickly. Want to wait? The diagnostic gives you a plan for the interim. There's no expiration on preparation.
We stay in your corner
Whether you engage a broker, go direct, or wait — we remain a resource. The work doesn't expire, and we're always available.