Client: Privately Owned Medical Practice

Objectives:

  • Determine maximum practice valuation
  • Negotiate a fair broker success fee and agreement
  • Maximize sale proceeds while preserving company culture

Our Role:

  • Advised owners throughout a comprehensive sale process
  • Calculated adjusted EBITDA and enterprise value
  • Managed information requests and meetings with prospective acquirers

Results & Value:

  • Received multiple letters of intent and recommended a preferred buyer