A one-practice financial and valuation review before you commit. An independent second set of eyes on the numbers, a grounded value range, practical cash-flow commentary, and a written summary plus review call.
Best for: buyers evaluating a specific practice who want clarity on price, payback, and risk before making an offer.
What you get
- Independent valuation read. A grounded value range for the specific practice, not a market average.
- Cash-flow commentary. What the practice actually supports after debt service, owner compensation, and realistic overhead.
- Risk and quality flags. The handful of items that most affect price, transition difficulty, and post-close performance.
- Written summary. A document you can share with your lender, CPA, and attorney.
- Review call. A working session to walk through the numbers, answer questions, and decide next steps.
What we look at
A Deep Dive Analysis pulls on the data the seller is willing to share — typically three years of production and collections, a profit-and-loss statement, a procedure mix report, the lease, and basic operational details. From there:
- Revenue mix and collections quality — is the production durable, or concentrated in a few procedures, providers, or payers.
- Overhead structure — what is normal, what is inflated by the current owner, what changes after closing.
- Owner compensation and producer dependency — what the practice supports after the seller’s departure.
- Lease and location — rent, term, options, and how the lease affects value and lender willingness.
- Asking price vs. supportable value — where the gap is, and what could reasonably move it.
How it fits with Full Buyer Representation
Deep Dive Analysis is a self-contained engagement. Many buyers stop here, decide on price posture, and proceed with their existing advisors. Others use it as the first step into Full Buyer Representation — the Deep Dive becomes the analytical foundation, and the engagement extends into LOI, due diligence, and early transition.
Have a specific practice in mind?
A Deep Dive Analysis gives you independent footing before you make an offer. Start with a focused conversation.