Hands-on support from target practice through LOI, due diligence, and early transition planning. Structured analyses, offer thinking, coordination with your attorney, CPA, and lender, and an organized due diligence and rollout process — with a single advisor on your side from start to finish.
Best for: buyers who want one advisor steering the entire purchase from search through the first 90 days of ownership.
What’s included
- Target practice review. Structured analysis of the practices you are considering — revenue, overhead, owner compensation, lease, and quality flags.
- Valuation perspective. A grounded value range for each practice, with cash-flow commentary tied to your financing posture.
- Offer and LOI strategy. Price, structure, contingencies, and timing built for the specific practice — not a generic template.
- Due diligence coordination. Organized diligence list, document flow, and issue tracking across your attorney, CPA, and lender.
- Transition planning. Staff continuity, patient communication, scheduling, credentialing, and vendor handoffs before and after closing.
- First 90 days of ownership. Continued availability for the operational questions that come up once you are running the practice.
How the engagement runs
Full Buyer Representation is a structured, staged engagement. Each stage has clear deliverables and a clear handoff to the next.
Search and screening
We help you filter opportunities against your goals, geography, financing posture, and timeline — so you spend time on practices that actually fit.
Analysis and valuation
Independent valuation read and cash-flow commentary on each target practice, with a written summary you can share with your team.
Offer and LOI
Offer thinking grounded in the analysis — price, structure, contingencies, and timing built around what the practice actually supports.
Due diligence
Organized diligence with your attorney, CPA, and lender — questions and documents addressed in the right order, before they become deal problems.
Closing and transition
Coordination of the closing checklist and the operational transition: staff, patients, schedule, credentialing, vendors, and the practical details that make day one work.
First 90 days
Continued advisor availability for the questions that come up once you are running the practice — staffing, scheduling, financials, and early operating decisions.
Why buyers choose full representation
- One advisor, end to end. No handoffs, no re-explaining the practice to a new person at each stage.
- Buyer-aligned advisory. The advisory relationship is with the buyer — no dual representation, no sell-side commission incentive to push the deal through.
- Organized process. Diligence, documents, and team coordination handled in a structured flow rather than ad hoc emails.
- Decision support, not deal pressure. Walking away from the wrong practice is a successful outcome.
Not sure if you need full representation yet?
Many buyers start with a Deep Dive Analysis on a single practice. If it makes sense to continue, the Deep Dive becomes the analytical foundation for a Full Buyer Representation engagement.
Ready for end-to-end buyer support?
Start with a focused conversation. We will talk through where you are, what you are looking at, and whether Full Buyer Representation is the right fit.