Physician-Led  ·  Proprietary Analysis  ·  Strictly Confidential

Know What Your Medical Practice May Be Worth Before You Sell

Get a confidential, physician-reviewed exit-readiness report that identifies valuation drivers, financial red flags, operational risks, and opportunities to improve practice value before speaking with buyers.

Designed for independent practice owners age 55+ who are considering selling, retiring, or partnering — and want to understand their options before the pressure of a formal process begins.

No broker introductions without your consentNo obligation consultationReport delivered in 5–7 business days

Preliminary business evaluation for discussion purposes only. Not legal, tax, accounting, or certified valuation advice.

Physician-Reviewed

Confidential Process

Preliminary Valuation Range

Exit-Readiness Score

180-Day Improvement Plan

The Challenge

What most physicians discover too late about selling their practice

After decades of building an independent practice, most physicians approach their exit without a trusted advisor who understands both medicine and the transaction process.

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You've built something valuable — but you may not know what it's truly worth.

Most practice owners have no independent picture of their market value or how sophisticated buyers will evaluate their practice during due diligence.

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Small pre-sale improvements can add hundreds of thousands to your exit price.

Operational and financial changes made 12–24 months before a transaction can meaningfully increase your final valuation and deal terms.

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Speaking with buyers before you're prepared puts you at a disadvantage.

Informed sellers consistently achieve better terms, fewer contingencies, and stronger deal structures than those who engage buyers unprepared.

Our Process

A structured, confidential process — on your timeline

No pressure. No broker introductions. No unsolicited outreach. Every step is designed to give you information and clarity before you make any decisions.

01

Confidential Intake

Complete a simple 15–20 minute intake form covering your practice basics, financial overview, and exit goals. No commitment required — this is just the starting point.

Practice information, financial overview, operations, exit goals & concerns

02

Secure Document Review

Upload your supporting financial documents through our confidential portal. P&L statements, tax returns, and collections reports give us the data we need for a meaningful analysis.

P&L statements, tax returns, payroll, billing reports, lease documents

03

Proprietary Analysis

Our system analyzes your financial and operational data against market benchmarks for your specialty, region, and practice profile — identifying valuation drivers, red flags, and opportunities.

Valuation modeling, benchmark comparison, risk scoring, opportunity mapping

04

Physician-Reviewed Report

A physician with direct M&A advisory experience reviews every finding before your report is delivered. No report leaves our hands without physician sign-off. You receive it within 5–7 business days.

Physician review, preliminary report, review call, 180-day improvement plan

Report Contents

What Your Exit-Readiness Report Includes

A comprehensive preliminary evaluation — not a certified valuation, but the clearest picture most practice owners have ever had of their exit position.

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Estimated Valuation Range

Preliminary range based on adjusted EBITDA multiples for your specialty and market.

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Exit-Readiness Score

A composite score (0–100) measuring how prepared your practice is for a successful transaction.

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Financial Red Flags

Issues buyers and lenders commonly identify during due diligence — surfaced before they do.

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Operational Risk Assessment

Owner dependency, staffing stability, systems, and key-person exposure.

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Buyer Attractiveness Analysis

How your practice compares to what strategic acquirers and private equity groups prefer.

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Value Improvement Opportunities

Specific revenue and margin improvements that can be realized before going to market.

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180-Day Improvement Plan

Prioritized, actionable steps to improve your exit score and valuation before engaging buyers.

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Suggested Next Steps

Professional referrals and recommended actions before speaking with buyers.

Who We Serve

Built for independent practice owners at every stage of exit planning

You don't need to have a buyer lined up — or even a firm timeline — to benefit from knowing where you stand.

The Physician Planning to Retire

You've been practicing for 25+ years and want to understand what your practice is worth before you begin any conversations with buyers or brokers.

The Owner Who Has Been Approached

A hospital system or private equity group has contacted you. You want an independent assessment before entering any negotiation.

The Physician Preparing 2–5 Years Out

You're not ready to sell yet, but you want to make smart operational decisions now to maximize your exit value when the time comes.

The Physician Facing a Life Transition

Health, family, or personal circumstances are accelerating your timeline. You need a rapid, confidential assessment of your options.

Current focus: Podiatry, primary care, internal medicine, dermatology, and orthopedic practices. Annual revenues typically $800K–$8M. We work exclusively with physician-owned, independent practices — not hospitals or large group practices.

Our Standard

Our Standard

Why physician-reviewed matters — and why technology alone is not enough yet

Technology can analyze your financial data efficiently. But the nuances that actually determine what a buyer will pay — owner transition risk, referral source stability, specialty-specific payer trends, deal structure — require someone who has sat on both sides of the table. No algorithm replaces that judgment.

Every PracticExit report is reviewed by a physician who built and led one of the largest independent specialty group practices in the Southeast — and who has personally guided or participated in nearly three decades of medical practice acquisitions. He knows what buyers scrutinize, what kills deals, and what moves the number in your favor.

This is not technology deciding your practice's value. It is proprietary analysis, grounded in real transaction experience, reviewed by a physician who has been in your position — and on the buyer's side of the table.

Our Process Commitment

Proprietary analysis of financial and operational data against specialty benchmarks
Physician review of every report before delivery — no exceptions
Preliminary findings only — not a certified business valuation
Confidential throughout the entire process
No sale pressure, no broker referrals without your explicit consent
Actionable improvement recommendations with specific next steps

Sample Report Preview

See what a preliminary exit-readiness evaluation looks like

The following is a sample report for a fictional podiatry practice. Your actual report will reflect your specific practice, specialty, and market.

Preliminary Exit-Readiness Evaluation — Sample

Suburban Foot & Ankle Associates

Podiatry · Naperville, IL · 2 Providers · 8 Staff

Owner Age 62 · Goal: Sell or partner within 12–24 months

Exit-Readiness Score

72

Moderate

Preliminary Valuation Range

$1,470,000 – $2,310,000

Based on 3.5x–5.5x adjusted EBITDA of $420,000. For discussion purposes only.

Evaluation Category Scores

Financial Cleanliness78/100
Billing & Collections70/100
Owner Dependency55/100
Staff & Operations80/100
Buyer Attractiveness75/100

Top Red Flag Identified

High owner dependency: Estimated 70%+ of patient relationships are tied directly to the owner-physician. This creates key-person risk that buyers will discount in their offer.

Services

Services

Preliminary Evaluation

$2,500

For practice owners wanting a clear, expert picture of their exit position.

  • Practice intake review
  • Financial document analysis (up to 3 years)
  • Preliminary valuation range
  • Exit-readiness score
  • Key red flags identified
  • Written preliminary report
  • 60-minute physician review call
Book a Consultation
Most Comprehensive

Full Exit Readiness Package

By consultation

For owners preparing for a transaction within 12–36 months.

  • Everything in Preliminary Evaluation
  • Detailed buyer attractiveness analysis
  • Value improvement opportunities
  • 180-day improvement action plan
  • Payer mix and billing analysis
  • Operational risk assessment
  • Two follow-up advisory calls
  • Referral coordination with top legal and financial teams (additional fees may apply if engaged)
  • Report update after 12 months
Book a Consultation

Advisory Retainer

By consultation

For owners who want ongoing expert guidance through the full sale process.

  • Everything in Full Exit Readiness Package
  • 12 × 60-minute physician advisory coaching calls
  • Ongoing monthly check-ins
  • LOI and deal structure review (not legal advice)
  • Buyer introduction strategy
  • Coordination with your legal and financial team
  • Available through close
Book a Consultation

All services are preliminary business evaluations for discussion purposes only. Not legal, tax, accounting, investment banking, or certified valuation advice.

Common Questions

Frequently Asked Questions

Is this a certified business valuation?

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What valuation methods are used?

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Is my information confidential?

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What is physician compensation normalization?

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What is goodwill in a medical practice?

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Do I need to be ready to sell to use this service?

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How long does the process take?

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Take the First Step

Ready to understand what your practice may be worth?

Schedule a confidential, no-obligation call. No commitment required. We'll discuss your situation and whether our evaluation is the right fit for you.

Most physicians leave this conversation saying they wish they had done it years earlier. The best time to understand your options is before you need to act on them.

Preliminary business evaluation only. Not legal, tax, accounting, or certified valuation advice.