Whether you're planning a full sale, exploring DSO or PE affiliation, bringing on a partner, or transitioning to an associate buy-in — this is where your questions get answered.
Practice valuation is more nuanced than most business sales. Learn how EBITDA, patient volume, payer mix, physician dependency, and goodwill all factor into what a buyer — or a DSO — will actually pay.
Not all affiliations are created equal. Understand the structural differences, what you give up, what you keep, and how to evaluate an offer from each.
Bringing on a partner or transitioning to an associate buy-in is one of the most common — and most mishandled — exits in healthcare. Here's how to do it right.
The most misunderstood concept in practice valuation — and the one that has the biggest impact on your sale price and tax outcome.
Healthcare deals move differently than standard business sales. Credentialing, payer contracts, and regulatory approvals all add time. Know what to expect.
Not every DSO offer is a good one. Learn what to scrutinize in the LOI, earnout structures, clinical autonomy clauses, and non-competes before you commit.
How your deal is structured can mean a difference of hundreds of thousands of dollars in taxes. Here's what you need to know before negotiations begin.
Confidentiality in a practice sale is critical — a premature leak can destabilize your team and patient base. Here's how to run a confidential process.
Private equity often offers "rollover equity" as part of the deal — keeping you invested in the platform's future. Understand the upside, the risk, and when it makes sense.
The most prepared sellers get the best outcomes. Learn what to clean up financially, operationally, and legally in the 12 months before you go to market.
Non-compete clauses in practice sales are often broader than they need to be. Know what's standard, what's excessive, and how to protect your ability to practice.
The information on this page is provided for general educational purposes only and does not constitute legal, tax, or financial advice. Practice transactions are complex and highly specific to each situation. Always consult with a qualified healthcare attorney, CPA, and financial advisor before making decisions about the sale or transition of your practice.
Every practice is different. Every exit is personal. A confidential, no-pressure conversation with Katrina costs you nothing — and could be the most valuable call you make this year.
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