Our partnership journey follows a clear, collaborative path; designed to give you confidence at every stage. Below, you’ll find an overview of each step, from initial conversations to a seamless transition into growth.
1.
Discovery &
Preliminary Assessment
We begin with initial, confidential conversations to understand your practice’s unique operations, culture, and growth potential. This phase includes a preliminary financial assessment to establish mutual strategic alignment and valuation expectations.
2.
Customized Valuation
& Binding Offer
Based on the preliminary assessment, we present a detailed, non-binding Letter of Intent (LOI). This offer is tailored to reflect the holistic value of your practice, including its brand equity, financial performance, physical locations, key providers, and service mix.
3.
Mutual Due Diligence &
Definitive Agreements
Upon acceptance of the LOI, we initiate comprehensive due diligence. We also encourage you and your team of advisors to conduct reverse diligence on our company, ensuring complete transparency. Concurrently, our legal teams draft the definitive purchase agreements.
4.
Closing
& Funding
Once all due diligence is mutually satisfied and the final legal documentation is executed, the transaction officially closes. Funds are transferred, and ownership is formally transitioned. You immediately become a valued partner in our expansive network.
5.
Transition &
Post-Close Partnership
The integration plan, which is developed collaboratively during due diligence and customized to your specific needs, is swiftly implemented. We focus on providing seamless operational, financial, and marketing support to ensure your continued success and unlock the next phase of growth for your practice.
