The best exits are engineered 12–24 months before you go to market. We help you build a practice that commands a premium.
Start Your Exit PlanPractices that spend 12–24 months preparing for a sale consistently close at higher multiples and with fewer deal surprises than those that rush to market.
Exit preparation is about systematically addressing everything a buyer will scrutinize: clean financials, documented systems, stable staff, patient retention, and operational independence from you.
When you show up to negotiation with a practice that's clearly transferable and well-documented, you're in a position of strength.
1. Financial Cleanup
Normalize EBITDA, document add-backs, and verify all revenue sources. Most practices have 20%+ more value than raw financials show.
2. Operational Documentation
Clinical protocols, staffing plans, patient communication templates — proof that your practice runs without you.
3. Patient & Staff Retention
Build long-term contracts and care protocols that assure a buyer your team and patients will stay.
4. Strategic Improvements
Focus on the specific value drivers buyers pay for: recurring revenue, strong margin expansion, and growth trajectory.
5. Market Positioning
When ready, we execute a full sale process with DSOs, PE firms, and individual buyers.
The earlier we start, the more value we can build together. If you're 2–5 years from a potential sale, now is the right time to begin planning.
Book a Free Exit Planning Session