Proven by Years of Experience
This first step in the process is the most important because it allows us to align on how we will define success together. We will seek to understand your goals and identify what an ideal transition will look like for you.
Once we understand your goals, we’ll educate you on the process and explore with you the options available ensuring that you have the peace of mind to know that the path forward is the best course to achieve your goals.
We will gather financial and operational information about your practice so that we can analyze trends, top performing areas, growth opportunities, and financial metrics. This analysis serves as the foundation for the quantitative factors potential partners utilize when putting forth a strong offer.
The partner selection process explores the qualitative factors that determine whether a potential partner aligns with your philosophy so you can determine the right fit for you – before the financial terms cloud the overall picture.
We’ll procure multiple offers, create a true “apples-to-apples” comparison, and ensure maximum value is achieved by focusing on the terms that matter most.
By leveraging our expertise, you can be confident you are entering into a well-structured agreement that accurately reflects the deal terms negotiated and lays the foundation for transaction success with a potential partner.
Leveraging all of the documentation gathered through the process, our team helps you navigate the specific due diligence process outlined by your selected partner to lessen the burden on you in pursuing a smooth and timely path to closing.
Our team partners with your legal representatives to ensure the negotiated deal terms are memorialized and to provide you with the confidence to understand all aspects of the legal documents from purchase agreements to employment agreements to lease agreements.
The best part!
You’ve found the right partner for the long-term, all the deal terms have been agreed to, all the contracts have been finalized, you just need to cash that big check and celebrate!
We know this process doesn’t end at a closing and our team is there to support you and answer questions as you transition into this next exciting chapter.
a process specifically designed towards
The 7 Pillars process is designed to maximize the value your receive while also lessening the burden on you during the transaction process.
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