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

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

For practice owners hoping to maximize the financial outcome of a sale, we help them understand the market, explain the financial and operational data that determine the practice’s valuation and goodwill, and assist throughout the entire sale process.