Practice transitions & valuations
Buying, valuing, and transitioning a practice
Whether you’re buying your first practice, want to understand what one is worth, or are ready to transition out, we bring the financial analysis at every step — as a fee-only (non-commission) advisor, never a broker.
Buy-side
Buying a practice
Before you take on practice debt, you should understand exactly what you are buying and what it means for your life. We work for you, the buyer — we don’t represent sellers and we’re not a broker.
Financial due diligence
We analyze the practice’s financials and the assumptions behind the price so you can negotiate and decide with clarity.
Deal cash-flow modeling
We project debt service, taxes, and owner compensation together so you know what the practice will actually produce for you.
Financing and structure prep
We help you prepare for lenders and coordinate entity and compensation structure with your CPA and attorney.
Valuation
Understanding practice value
Whether you’re buying, selling, or planning ahead, understanding practice value is fundamental. We provide financial evaluation to inform your decisions and coordinate formal opinions when they’re required.
Value drivers, explained
We help you understand what makes a practice more or less valuable — collections, overhead, hygiene, payor mix, systems, and location — in plain terms.
Evaluation for planning
A financial evaluation to support your purchase, sale, or long-term planning decisions — plus a free calculator to get you a ballpark now.
Coordination for formal opinions
When a certified valuation is required for lending or legal purposes, we coordinate with a credentialed valuation professional.
Sell-side
Transition planning
When you already have a buyer or successor identified, the financial side determines how much you keep and what comes next. We handle that side — deal analysis, tax coordination, and the income plan. We do not market practices or find buyers.
Deal and offer evaluation
We analyze the specific offer and structure in front of you — cash, terms, earn-outs, and any rollover — and what it means for your after-tax proceeds.
Tax and structure coordination
We coordinate with your CPA and attorney so the deal is structured tax-efficiently and executed correctly.
Proceeds to retirement income
We turn a one-time sale into a durable, tax-aware income plan you won’t outlive.
Free tool
Estimate your practice value
Enter a few numbers to get a ballpark range from three valuation methods. It’s a starting point for education — not a certified valuation.
Free guide & research
The Practice Transition Playbook
How to understand value, evaluate buyers and DSO offers, structure the deal for taxes, and calculate the cash you actually keep.
Frequently asked questions
No. We are not practice brokers or listing agents — we don’t market practices or find buyers. Once you have a buyer or successor in mind, we handle the financial side: evaluating the deal, coordinating taxes, and turning proceeds into income.
No. When you’re buying, we work only for you, the buyer. We have no interest in the seller’s side.
No. We provide financial evaluation and analysis for planning, plus an educational calculator. Certified valuations for legal or lending use are prepared by credentialed professionals we coordinate with.
On the buy-side, before you make an offer. On the sell-side, once you have a buyer or successor identified. Before that, we can still help you understand value and plan taxes and retirement.
Your practice should support your life — not control it.
Build a coordinated financial strategy designed around your practice, your family, and the freedom you want your work to create.