Trust your life's work to a partner who has your best interests in mind.

The most important step of the process is for us to learn about your goals. We'll sit down and listen while you share your goals for the future: What's most important to you? How long do you want to practice? What are you looking for in a partner?

Once we understand your goals, we'll take time to educate you on the process. It's straightforward, but most DSO offers contain a myriad of components, and we want to make sure you understand what to expect before we get started.

Our team will gather and analyze your production and financial data. In many ways, we're doing the DSOs work for them, in advance. We'll take the time to understand the strengths of your practice, and we'll craft compelling materials and data to ultimately share with prospective buyers. Doing this work upfront leads to better outcomes later in the process, because buyers will receive analysis they can count on.

We'll reach out to our network of 75+ DSOs, private equity firms, and strategic buyers to solicit interest in your practice. Interested buyers will sign a non-disclosure agreement, and then they will receive access to the materials and analysis we've prepared so they can assess your practice and put together an offer.

When buyers submit their preliminary offers, our team will put together a presentation for you that compares the offers against each other. But there is more to an offer than the numbers - we'll also help you assess the cultural fit and risk profile of each prospective buyer so that you can find the right long-term partner. At this stage, we'll refine our list of buyers to the top 3-5 suitors for your practice.

Our team will organize introductory meetings with as many prospective buyers as you'd like, so you have the opportunity to truly vet them before moving forward. Remaining buyers will be invited to submit their best and final offers at this stage.

Once we've helped you choose the best buyer for your practice, you'll sign a Letter of Intent (LOI) with the buyer, and their due diligence process will commence.

The buyer will request additional information about your practice, and we'll draft legal agreements. Our team will guide you through the entire process, and we'll run interference with the buyer to protect you from the back-and-forth. We have a strong network of phenomenal attorneys and we'll help you choose the right one for this process.

At the conclusion of the due diligence process, you will sign the legal agreements and close the sale of your practice. Now, we celebrate!