The decision to acquire a new practice calls for detailed study and analysis. Not only must you consider the financial health of the existing practice, but you should research many other factors in detail before negotiations begin. The quality of the practice, the level of technological infrastructure, and the potential for growth are just a few elements that we consider when making purchase recommendations to you. We work with you to identify key drivers and risks of any new acquisition so that you are comfortable the investment is sound.

There is no standing still in ever-changing terrain. What works for your practice today may be quite different from what becomes mandatory tomorrow. As your strategic partner, we review your current service areas, strategize on expansion and improvement, and work together to create long-term solutions and maximized value. Our multi-faceted approach ensures that a plan tailored to your unique needs and goals will continue to work for you many years into the future.

When you plan for life and business transitions, you are more likely to ease into new roles successfully. As you prepare to move out of a management role at your existing practice, or sell the practice altogether, our business strategists assess the value gap — that difference between the actual market value of your business and the value assigned to the practice by you — and determine how to effectively begin the new phase of your life’s journey. Finding the right person to acquire your business is important, but assessing the accurate value of your business ensures a smooth and successful evolution.