The Built to Own Process
Five stages between you and a practice you actually own.
Buyer-side only · CPA-led · We never represent the seller. Every stage exists to answer one question: what are you really buying, and what will it pay you?
Practice Search
We help you evaluate opportunities before you emotionally commit. Which listings are worth your time, which are priced on hope, and which markets support the income you need.
- Opportunity screening
- Market & demographic review
- Broker package analysis
Practice Valuation
We rebuild the seller's numbers from source data. Normalized earnings, defensible add-backs, hygiene contribution, and a valuation range you can defend in a negotiation and to a lender.
- Normalized earnings
- Add-back scrutiny
- Defensible value range
Offer & Deal Team
Price is only one term. We model structure, allocation and financing together, then coordinate your attorney and lender so the letter of intent protects you before the lawyers get expensive.
- Offer strategy
- Purchase price allocation
- Lender & attorney coordination
Due Diligence
The stage where deals get repriced or walked away from. We test collections quality, payer mix, staffing risk, lease exposure and the open questions the seller has not answered.
- Financial verification
- Open questions list
- Risk repricing
Post-Close Transition
Ownership starts the day after closing. We hand you a roadmap for entity setup, payroll, owner compensation, tax planning and the first ninety days of cash flow.
- Entity & payroll setup
- Owner pay strategy
- First 90-day roadmap
