What is your practice worth? We have the most pain-free valuation process in the industry. You get more than numbers – our experts provide personalized insights and strategic, actionable advice. Empower your decision-making.

Do you need help working through a deal? We provide financial, legal, and logistical advice to both buyers and sellers who are working together. We negotiate and finalize the terms to carry the transaction across the finish line.

Continuity Planning is one of the most important yet avoided exercises in our industry. We have removed the pain so you can remove the risk. Protect your practice, your heirs, and your clients from an unknown future.

For those looking to grow through acquisition – we can help. Whether you are looking for strategic advice, you need help sealing the deal with an existing seller, or you need help finding opportunities to purchase practices with lending support, we have a solution for you.

Whether you are just thinking about retirement or ready to sell your practice now, we can help. Our services span the planning to execution phases of succession. Do not go through the process alone – we will provide strategic advice for every step of the way.

With three levels of support available, our comprehensive entity formation service is designed to help you establish a strong foundation for your growing practice.

Whether you’re looking to grow your practice or trying to replace an employee who has left, we help you quickly fill gaps in your team by finding you the best, most qualified candidates for all types of positions.

Bank financed deals offer security to the seller and more options to the buyer. Get the lending support you need to complete your deal. Learn how bank financing can make a winning transaction for both parties.

If your purchase agreement spans multiple payment periods and has conditions, you can benefit from our escrow service.