Sale & Transition Advisory
The strongest sale outcomes are usually built well before the practice goes to market. We help improve the business, prepare it for diligence, and carry the transaction through closing.
The premise
Buyers pay for what the records show. Normalized earnings, a clean receivables position, a lease that assigns, a team that stays, and a system somebody other than you can run.
Every one of those is buildable, and none of them can be built in the ninety days between deciding to sell and going to market. That is the entire argument for starting early.
Who this is for
Selling is a year or two out and you have time to actually move the number. This is the version of the engagement that pays for itself several times over.
Something arrived with a number in it. Before you answer, you need to know what the practice is really worth and what would happen to that number with six months of work behind it.
It went to market and it did not close, or it is in diligence and going sideways. Many deals do not fail on headline price. They fail when diligence exposes issues nobody addressed early enough.
The clearest example
Aged accounts receivable get discounted hard in a purchase price or excluded from it entirely. Leaving them on the books is choosing to sell an asset at a discount rather than collect it at par.
The same holds for leases, provider dependency, financial reporting, contracts and operating systems. Issues addressed before diligence generally create better options than issues discovered during it.
Aged balances get valued at a fraction of face or carved out of the deal, and a messy aging report tells a buyer the front office is not managed. That read gets applied to everything else in the file.
The money lands in your account before the sale rather than being negotiated inside it, and the buyer gets the system that produced the clean report, still running on day one. We charge no transaction fee on receivables.
A receivable you collect is worth its face value. The same receivable sitting on the books at closing is worth whatever a buyer decides to pay for it.
What we do
Diligence is predictable. The same categories get examined on every deal, which means every one of them can be fixed before anyone looks.
The arc
Each stage opens when the one before it closes. Going to market before readiness is finished is how a seller ends up negotiating against their own file.
Two ways to work together
Readiness, packaging, buyers, diligence, and close, run end to end by one team that already knows your numbers.
You keep your broker and your relationship. We do the readiness work that makes the practice sellable and stay on through diligence so the deal closes.
The fee
Our success fee is based on enterprise value and declines as transaction size increases. It is published, it is the same for everyone, and it does not flex on a call.
Accounts receivable and real property are excluded from the business sale fee. You already paid to collect the receivables, and the real property runs through a licensed agent at a fixed market rate rather than compounding with the fee to sell the business.
The engagement carries a $40,000 minimum. The work does not get smaller when the practice does, and we would rather be honest about that up front.
For brokers
Most of our sell-side work runs alongside an existing broker relationship. The broker keeps the listing and the buyer process. We handle readiness, operating cleanup, financial preparation and diligence support.
The goal is simple. Give the broker a stronger asset and a cleaner file to take to market.
Normalized earnings, a clean aging report, a lease that assigns, and a data room that exists before the first buyer asks for it.
The readiness work moves the price. Your commission is a percentage of a bigger number on a deal that reaches closing.
Deals more often fall apart over what surfaces in diligence than over headline price, and that is the part we manage.
Instead of declining a practice that is two years from ready, hand it to us and get it back when it is.
Your listing, your agreement, your client, your name on the deal. We work behind you and we do not solicit the relationship.
Paid by you at close, out of a commission the work made larger. Nothing additional comes out of the seller.
If the readiness work runs as its own engagement, the seller pays for it and your commission is untouched entirely.
We see buyers who need a practice and sellers who need a broker. Referrals do not run one way here.
The questions everybody asks
No, and it is the arrangement we prefer. Your broker keeps the listing, the relationship, and the process. We do the readiness work and stay through diligence. Most of our sell-side work runs alongside a broker rather than instead of one.
Twelve to twenty-four months before you intend to sell. Normalized earnings improve over trailing periods, receivables take time to collect, a lease renegotiation takes months, and reducing provider dependency takes longer than that. Ninety days out, most of what moves the number is already out of reach.
The readiness work runs through Operations Management at its published monthly fee, because it is the same work. The success fee at closing is separate and it is charged on enterprise value.
Because you already paid to collect it. Running it through the management program means the money is in your account before the transaction rather than being discounted inside it, and charging a transaction fee on top of that would be charging twice for the same dollar.
Then you own a practice that produces more, collects better, and runs without you in every decision. Nothing in the readiness work is wasted on an owner who stays, which is why we are comfortable recommending it before anyone has committed to a sale.
That depends on the buyer, and it is one of the things worth negotiating rather than accepting. Retention terms, roles, and compensation are all on the table, and we treat them as part of the deal rather than an afterthought handled in the last week.
Start here
Book a call to talk through where the practice sits and what a year of preparation would do to the number. Thirty minutes, no obligation.
Thirty minutes, no obligation. Nothing you share goes anywhere else.