Advisory services
Transaction Advisory
Guidance for medical practices — from M&A preparation and execution to valuation and succession planning.
01 — Transaction Advisory
Sell-Side Advisory
We prepare medical practices for successful transactions by bringing clarity to financial performance and strengthening strategic position.
- Comprehensive financial workbook summarizing historical performance
- Adjusted EBITDA analysis and financial normalization
- Identifying add-backs and value drivers
- Professional pitch deck for prospective buyers
- Preparation for buyer due diligence
- Deal structure and negotiation guidance
02 — Transaction Advisory
Buy-Side Advisory
Rigorous financial and operational evaluation to support informed decision-making and effective deal structuring.
- Target evaluation and financial review
- Adjusted EBITDA assessment
- Operational and strategic fit assessment
- Deal structure and scenario modeling
- Due diligence and integration planning
03 — Transaction Advisory
Business Valuation
Comprehensive valuations drawing on 15+ years of experience to clarify and maximize practice value.
- Valuation analyses and reports
- Partner buy-ins and ownership transitions
- Market and specialty benchmarking
- Excess earnings evaluation
- Value-enhancement strategies
04 — Transaction Advisory
Succession Planning
We help manage key transitions — retirement, growth, or sale — by evaluating options and executing well-structured plans.
- Transition options assessment
- Valuation-informed planning
- Governance and ownership frameworks
- Seamless implementation support
Explore more
Other advisory areas
Financial & Operational Strategy
Performance analysis, compensation design, and strategic planning that align your practice for measurable, sustainable growth.
Leadership & Organizational Development
Coaching, recruitment, governance, and advisory grounded in decades of real-world leadership experience.
Industry Partner Advisory
We support companies that serve healthcare practices by strengthening their internal teams and client-facing capabilities.
Let’s talk
Ready to chart your course forward?
Whether you’re preparing for an acquisition, planning for succession, or seeking operational clarity, we’re here to help.