Through extensive due diligence, we guide associates through the purchase of their first practice, help current practice owners interested in buying another practice and focusing on multi-practice ownership, and advise practice investors on the valuation of practices as well as short-term and long-term profitability potential.

Using the most granular financial and operational data available, we review every aspect of a practice using proprietary modeling, forecasting, and KPI analysis to help identify the best ways to grow net profit and pursue the principal’s vision for success.

With practice owners hoping to maximize the financial outcome of a practice sale, we help practice owners understand the market, explain the financial and operational data determining the practice’s valuation and goodwill, and assist in the process through completion of sale.