Confidential Practice Brokerage
for Physician Owners
around physician goals, confidentiality, and long-term patient continuity.
For Physicians Considering a Next Chapter
From Readiness to Close
advisor coordination and closing.
Confidential Readiness Assessment
Before any buyer contact — goals, timing, partners, concerns, and asset inventory.
Valuation & Story Positioning
Normalize earnings, identify value drivers, and build the market narrative before buyer outreach.
Targeted Buyer Outreach
Physician buyers, strategic groups, hospitals, PE, and competitors — mapped to your goals and contacted confidentially.
LOI Comparison & Negotiation
Evaluate price, terms, earnouts, non-competes, employment obligations, and closing certainty side by side.
Advisor Coordination
Coordinate with attorneys, CPAs, lenders, and consultants through closing.
Transition Planning
Staff, patients, and referral relationships — transition continuity is planned before, not after, close.
A Defined Process
Reduces Uncertainty
designed to keep you in control at every stage.
Comparing Your Selling Options
expectations. Understanding the trade-offs before the first offer changes the
negotiation entirely.
| Buyer Type | Best Fit | Advantages | Watch-Outs |
|---|---|---|---|
| Younger physician buyer | Legacy-minded seller; continuity-focused practice | Preserves physician ownership and patient continuity | Buyer financing and operational readiness can be limiting |
| Strategic medical group | Practice with local market expansion value | May close faster; understands operations | Cultural fit and post-close autonomy vary significantly |
| Private equity partner | Scalable, EBITDA-positive platform or add-on | Potentially higher valuation and growth capital | Employment terms, rollover equity, and future exit risk require careful analysis |
| Hospital or health system | Referral-critical or market-aligned specialty | Stability and integration resources | Lower autonomy; longer approval cycles |
| Hold & prepare | Practice not ready or timing uncertain | Time to improve value drivers and market readiness | Market conditions or owner fatigue may shift the calculus |
Frequently Asked Questions
Most transactions take 6–18 months from initial readiness conversations to closing, depending on deal complexity, buyer type, and practice size. Preparation before buyer contact significantly affects both timing and price certainty.
Not always. The right answer depends on lease terms, buyer type, real estate value relative to operating value, and your personal liquidity goals. A combined approach can simplify the process but may limit the buyer universe for each asset.
Yes — receiving an unsolicited offer is one of the most common starting points for our engagement. We help you evaluate the offer, understand what comparable transactions look like, and decide whether to negotiate, seek competing offers, or wait before responding.
Confidentiality is a core part of the process — not an afterthought. No public listings, no broad advertising, no outreach to buyers without controlled messaging and mutual NDAs in place. Staff, patients, and referral sources are not involved until you decide to proceed.
At minimum: 3 years of practice financials (P&L and balance sheet), a provider productivity summary, a payer mix overview, and basic lease or property information. We walk through a full readiness checklist in the initial consultation.
Yes, in many structures. SBA lending, seller financing, and staged buy-ins are common tools. The right structure depends on practice size, specialty, cash flow, and seller flexibility around timing and transition involvement.