Creating a well-structured sales or purchase agreement for your medical or dental practice is essential to a successful transition. Whether you’re opening a new practice, considering purchasing an existing practice, or moving out of a practice and looking for a graceful transition that aligns with your short and long-term financial goals, we are here to guide you through every step..

 

We represent our clients in finding a wide range of options to enter and advance their practice or to maximize the value received from the sale of the practice for those transitioning out of practice.

 

We understand the unique requirements of medical practice transitions, including dynamics of valuation, options available to facilitate the purchase or sale that meets the parties needs and desires, required documentation with various administrative agencies such as Medical Board of California and the California Secretary of State. 

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Practice Sales & Acquisitions Services

1. Practice Sales

• Valuation: We offer detailed and accurate valuation services to determine the fair market value of your practice, factoring in both tangible and intangible assets like equipment, patient base, and goodwill.

• Marketing Your Practice: We create customized marketing strategies to showcase your practice to a targeted pool of qualified buyers.

• Buyer Matching: We connect you with serious buyers who understand your specialty.

• Negotiation & Closing: We provide expert negotiation services, ensuring you get the best deal possible. Our team handles all legal and regulatory requirements to close the deal efficiently.

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2. Practice Acquisitions

• Needs Assessment: We work closely with you to understand your goals, preferences, and budget.

• Practice Search & Selection: We match you with available practices that align with your objectives.

• Due Diligence: Our team helps you conduct thorough due diligence, including financial analysis, patient base review, and legal checks to ensure you make an informed decision.

• Financing Guidance: We provide advice on financing options, including traditional loans, SBA loans, and private funding.  We do not provide tax advice.

• Negotiation & Closing: We assist you with negotiation strategies to secure the best terms and work with legal teams to close the deal efficiently.

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3. Practice Valuation Services

• Financial Analysis: We analyze the practice's income, expenses, and profitability.

• Market Comparisons: We use industry-specific benchmarks to compare your practice with similar ones in your area.

• Goodwill Valuation: We assess the value of intangible assets, such as patient relationships and brand reputation, to arrive at a comprehensive valuation.

• Comprehensive Reports: Our reports provide actionable insights and clear, understandable valuations that help guide your decisions.

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4. Transition Planning

• ​Staff Transition: We help you plan for employee retention and transitions to minimize disruption.

• Patient Retention: We guide you on the regulatory required acts, as well as how to maintain patient trust and loyalty during the transition period.

• Legal & Tax Advice: We connect you with expert legal and financial advisors who specialize in healthcare transactions, helping you navigate post-sale tax implications and legal requirements.  We do not provide tax advice - if you need assistance with tax issues, we will be happy to refer you to a tax specialist.

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Benefits of Using Our Services

1. Practice Sales

• Maximize your practice’s value with expert valuation.

• Access to a network of pre-qualified buyers.

• Hands-on support throughout the entire sales process.

• Confidential and smooth transaction with minimal disruption to your practice.

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2. Practice Acquisitions

• Access to a diverse selection of medical and dental practices.

• Guidance on proper valuation and due diligence processes.

• Expert negotiation and legal support.

• Assistance with financing options to fund your acquisition.

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3. Practice Valuation Services

• Understand the true market value of your practice.

• Make informed decisions whether you're buying or selling.

• Avoid undervaluing or overvaluing your practice, which can affect the outcome of the transaction.

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4. Transition Planning

• Maintain a smooth patient and staff experience during ownership changes.

• Maximize the long-term success of the practice post-sale.

• Minimize risks related to tax and legal issues.

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Why Choose Us?

• Experienced Professionals: Our team consists of experienced brokers and legal experts who specialize in medical and dental practice transactions.

• Industry Expertise: We understand the nuances of healthcare practice sales and acquisitions and provide you with industry-specific insights and strategies.

• Personalized Service: We treat every transaction as unique, offering tailored solutions that align with your goals.

• Confidential & Secure: We prioritize confidentiality and security throughout every stage of the process.

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Contact Us

​Ready to Sell or Buy a Practice? Contact Us for a Free Consultation at 805-441-0430​