The Biggest Decisions Deserve a Second Set of Eyes.
Opening a location, buying a practice or planning your exit can shape the rest of your career. You shouldn't make those decisions based on gut feel, or on advice from someone who profits from the deal.
For Practice Owners Who Say…
- I'm thinking about a second location, but I'm not sure the numbers work.
- A practice has come up for sale. Is it a good deal?
- I want to retire in the next few years, and I don't know where to start.
- A buyer has approached me. What is my practice actually worth?
What You End up with
Clear numbers, an honest recommendation, and a plan, before you commit.
The Programs
New Location Readiness & Forecasting
We assess demand, competition and demographics alongside financial modeling for your next location. You receive a forecast and a go/no-go recommendation to inform your decision before you commit to a lease.
Acquisition Deep Dive & Opportunity Analysis
Before you buy, we evaluate the target practice, review its valuation, and map the opportunities and risks. You get an independent assessment to inform negotiations and decide whether the practice fits your goals.
Non-Biased Exit Strategy Development
Independent planning for how and when you step back or sell. We compare options such as an associate buy-in, private equity or an outright sale around your goals and timeline. We have no stake in your sale, so the plan serves you rather than a transaction.