Know Where You Stand Before a Buyer Does.
Private equity firms and health systems are actively acquiring independent specialty practices. The practices that command the strongest valuations aren't necessarily the largest — they're the ones that can demonstrate clean financials, tight compliance, stable physician teams, and a clear growth trajectory under due diligence pressure.
The M&A Readiness Accelerator™ is a structured advisory engagement that scores your practice across the five dimensions every buyer examines, surfaces the gaps that reduce valuations or derail transactions, and gives you a prioritized plan to close them — on your timeline, not a buyer's.
Five dimensions every buyer examines. How does your practice score?
1. Financial Performance
Revenue growth trend, EBITDA margin, payer mix concentration, collections efficiency, denial rates, and overhead ratio. Buyers build their offer around these numbers. If your financials tell a story of decline, fragmentation, or excessive owner dependency, the offer reflects it.
2. Operational Efficiency
Staffing ratios, schedule utilization, EHR adequacy, patient access times, no-show rates, and revenue cycle cycle time. Buyers want to see a practice that runs without heroics — systems, not personalities, driving daily operations.
3. Compliance Posture
HIPAA policies, billing audit history, credentialing files, OIG exclusion checks, and coding accuracy. A single unresolved compliance gap can delay a transaction by months or give a buyer leverage to reduce the price.
4. Strategic Positioning
Market share, referral network strength, service line differentiation, competitive landscape, and patient demographic trends. Buyers pay a premium for practices that own their market — and discount those that are one referral source away from a volume collapse.
5. Provider Stability
Key physician retention risk, non-compete agreements, compensation structure, succession planning, and partner alignment. If the value of the practice walks out the door with one or two physicians, buyers see risk — and they price it accordingly.
Three Tiers — Matched to Your Transaction Timeline
M&A Readiness Diagnostic (Lite)
PRACTICES ASKING 'AM I READY?' TRANSACTION HORIZON 24–36+ MONTHS
A structured 4-week assessment that answers the most important question before any transaction conversation: where do you actually stand? We score your practice across all five readiness dimensions, identify the red flags a buyer's due diligence team would find, and deliver an executive summary with prioritized remediation actions.
• M&A Readiness Scorecard — 5 domains, 1–5 scale
• Up to 5 stakeholder interviews (60 minutes each)
• Risk flag summary with severity classification and remediation timeline
• EBITDA reference summary (strategic advisory only — not a certified analysis)
• Executive summary report (8–12 pages)
• 90-minute leadership presentation and Q&A
What's included:
Timeline: 4 weeks
Value Acceleration Program (Snapshot)
BEST FOR: PRACTICES THAT KNOW THEY WANT TO SELL — TRANSACTION HORIZON 12–24 MONTHS
Everything in the Readiness Diagnostic plus three additional phases focused on actively improving your position before going to market. We analyze your revenue cycle for EBITDA improvement opportunities, assess compliance gaps with remediation plans, and evaluate provider retention risk — then track progress against your baseline scorecard.
• Everything in the Readiness Diagnostic
• Revenue cycle analysis — coding gaps, underbilling, ancillary revenue opportunities
• EBITDA Opportunity Summary with directional improvement estimates
• Payer contract summary with negotiation recommendations
• Compliance gap report with prioritized remediation plan
• Provider retention risk matrix
• Updated Readiness Scorecard with progress tracking
• Two additional 60-minute advisory sessions
What's included:
Timeline: 12 weeks
Full Transaction Prep (Flagship)
BEST FOR: PRACTICES THAT WANT TO BE BUYER-READY IN 90–120 DAYS
The complete M&A Readiness Accelerator™ engagement. Everything in the Value Acceleration Program plus the buyer-facing materials and coaching that position you for the strongest possible transaction. We build your data room, draft your Confidential Information Memorandum, create your executive pitch deck, and coach you through the conversations that determine your outcome.
• Everything in the Value Acceleration Program
• Data room checklist and organized file structure
• Confidential Information Memorandum (CIM) — draft (10–20 pages)
• Pro forma financial model with 3-year projections and assumptions
• Executive pitch deck (6–8 slides) for initial buyer conversations
• Deal positioning brief — 'why this practice, why now'
• 2-hour owner coaching and strategy session
What's included:
Timeline: 14 weeks
What this engagement is — and isn't.
This engagement is strategic advisory. We do not provide formal business valuations, audited financial statements, Quality of Earnings reports, investment banking services, buyer identification, legal advice, or tax guidance. All EBITDA figures we produce are directional estimates for strategic planning purposes only — your CPA must formally normalize and certify all financial figures before presenting them to any buyer. We strongly recommend practices engage a healthcare M&A attorney and a CPA with M&A advisory experience before entering any transaction.
The practices that command the strongest valuations are the ones that prepare before a buyer arrives.
Start with a Discovery Call. In 45 minutes, we'll assess where you stand and which tier matches your timeline.