Selling Your Practice

We help owners take the driver’s seat when it comes time to sell or bring on a partner for future growth. Our team ensures your success culminates with optimal deal terms and a partner that provides the best cultural fit and strategic fit for you and your company.  We guide all phases of the transaction including preparation, marketing, buyer meetings, and negotiations. By guiding a comprehensive sales process, we ensure owners can compare multiple offers against one another. As former private practice owners, we understand the importance of finding the right partner and will help you optimize value and mitigate risks that can be incredibly costly in our rapidly consolidating industry. Our M&A clients generally have $1 million to $50 million in revenue.


Practice Valuation

  • Market driven valuation process (this is the process used by industry buyers)
  • Industry specific risk analysis & owner add-back assessment
  • Streamlined data request
  • Proprietary comps from 8150 Advisor client transactions within the last 5 years
  • Specific value range
  • Growth recommendations
  • No BS – we don’t give you a pile of template paperwork about industry trends

Sales Process

  • Assessment of owner goals
  • Practice assessment / valuation
  • Pre-sale preparation
    • Due diligence preparation (finance, compliance, HR, legal, operations, marketing)
    • Financial review of all owner adjustments
    • Proprietary compliance assessment
  • Review of prospective buyers
  • Creation of all marketing material and a Confidential Information Memorandum (CIM)
  • Direct marketing to prospective buyers
  • Guide you in prospective buyer meetings
  • Ensure buyer competition to optimize offers
  • Comprehensive working capital assessment –often overlooked and misunderstood
  • LOI negotiations
  • Due diligence support
  • Closing