How it works
From first conversation to closing
Five seller steps, a clear buyer-side timeline, and confidentiality at every stage.
For sellers
The five-step seller process
- 1
Prepare for Exit
We review financials, licensure, payer relationships, and staffing, then organize the materials buyers will ask for. A blind profile is written so your business can be presented without naming it.
The first conversation is about you: your timing, what a good outcome looks like, and whether a sale is even the right move. Nothing is marketed until you decide to proceed.
We then collect the materials buyers will ask for and write a blind profile that describes the opportunity without naming the business.
- 2
Set the Asking Price
We build a valuation view from your operating performance and current buyer demand in your industry and geography, then agree on a position that is defensible in diligence.
Pricing is built from your operating performance and from what buyers in your industry and geography are actively pursuing. Two businesses with the same revenue can be worth very different amounts depending on licensure, payer mix, and referral durability.
We agree on a position that can be defended in diligence rather than one that invites a renegotiation later.
- 3
Attract Qualified Buyers
The opportunity goes to a nationwide buyer network. Buyers are screened for capital and, where the license requires it, direct operating experience before they learn who you are.
The blind profile goes to a nationwide buyer network. Buyers are screened for capital and, where the license requires it, direct operating experience, before they learn who you are.
Every buyer signs an NDA before identifying details are released. You always know who has seen what.
- 4
Negotiate
We collect and compare offers on price, structure, timing, and continuity, then negotiate terms alongside your attorney and accountant so you can weigh the tradeoffs clearly.
Offers are compared on price, structure, timing, and continuity, not price alone. We negotiate terms alongside your attorney and accountant so the tradeoffs are clear before you commit.
A signed letter of intent sets the framework for diligence and the purchase agreement.
- 5
Finalize the Deal
We coordinate diligence requests, licensure and payer transitions, and closing logistics, keeping every party moving toward a clean handoff.
Diligence requests, licensure and payer transition steps, and closing logistics are coordinated so every party keeps moving. Staff, referral sources, and vendors are told when you decide, not before.
The fee is earned only when the transaction closes.
For buyers
The buyer-side timeline
Buyers should be prepared to show proof of funds or cash-equivalent capacity, and for most licensed healthcare listings, direct operating experience in that industry.
- 1
Sign the NDA
Every listing is blind. Once you are screened and the NDA is signed, we release identifying details.
- 2
Receive the memo and data room
You get the confidential memorandum and, when the process warrants it, access to the data room.
- 3
Submit a Letter of Intent
An LOI sets out price, structure, timing, and any conditions. We help both sides align expectations before diligence.
- 4
Diligence and close
Financial, clinical, and regulatory diligence runs alongside licensure and payer transition planning through to closing.
Confidentiality
How your identity is protected
Selling a licensed healthcare business is sensitive for staff, referral sources, and patients. The process is built so that nobody learns a business is for sale until you decide they should.
Blind teaser first
The opportunity is described by industry, region, and operating profile. No business name, street address, or license numbers appear anywhere public.
NDA before any identifying detail
A buyer sees nothing that identifies the business until they are screened and a non-disclosure agreement is signed.
Staged disclosure
Information is released in stages as a buyer demonstrates capacity and genuine interest. Early conversations do not require full financials.
Data room for engaged buyers only
Detailed records live in a controlled data room opened only to buyers who are actively pursuing the deal, and access can be revoked at any time.
Find out what your healthcare business is worth
The valuation is free and confidential, and there is no obligation to move forward. If you would rather talk first, call us and speak with an advisor.