Revolve Transitions

At Revolve Practice Transitions we believe the sale of your practice is more than a simple transaction. It’s a major milestone that marks the start of an exciting new chapter for you professionally and personally.

Who We Are

As your advocate, we are here to help you make the most of this moment, and all that comes after it.

Based in the San Francisco Bay Area, Revolve Practice Transitions brings you more than two decades of finance and transition experience.

We incorporate best practices and methodologies designed to add value to the selling process and protect against the most common pitfalls that derail transactions.

What We Do

Our job is to facilitate your transition but our mission – and our commitment – is to make it a bonafide success that sets you up for whatever comes next.

With your insights, we craft a customized transition strategy that aligns perfectly with your goals. We then take a transparent and proactive approach to marketing and problem-solving, which contributes to a seamless transition aimed at leaving all parties satisfied and energized for their next step.

Our Listing Process

The Consultation

Your first step into your future is a consultation. During this meeting, we get to know you and your goals so we can create a roadmap to achieving them. We delve into your personal and professional aspirations, discover your “must haves,” learn more about what makes you tick, and use these insights to craft your personalized transition strategy.

Practice Valuation

Next, we conduct a comprehensive evaluation of your practice: financials, operations and systems, patient records, contracts, technology, office space, and more. Our meticulous method aims to unearth and eliminate hidden obstacles that could otherwise impede your journey. It also helps us discover the unique strengths and selling points of your practice, which serve as the foundation for your primary marketing tool, a professional practice prospectus aimed at building interest.

Marketing the Practice

With your strategy set and tool in hand, we go to market, aiming to reach a wide pool of potential buyers. Our strategy is straightforward and designed to safeguard your time and privacy by connecting you with only genuinely interested and qualified buyers.

01General Marketing

Starting with a New Listing Alert to our extensive buyer and partner network, we generate initial interest amongst a targeted group. To amplify awareness and attract potential buyers, we leverage the power of social media and qualified listing websites. Where appropriate, we also reach out directly to prospects we believe are a good fit for both your practice and transition plan.

Managing Inquiries

02Managing Inquiries

As inquiries come in, we take care of the nitty-gritty. After potential buyers sign non-disclosure agreements and we validate their prequalification for financing, they get their first close look at your business through your practice prospectus.

In Person Visits

03In-Person Visits

As interest intensifies, we facilitate in-person office visits as your co-host to help ensure an easy and smooth experience for all parties.

04Negotiation
Negotiation

When an offer is tendered and negotiations begin, we’re relentlessly focused on achieving your vision. Fair and honest dealing with your prospective buyers from the outset has built a foundation of trust. As we move into more serious negotiation, we foster and strive to maintain an environment where needs and desires can be openly expressed and met with a transparent and objective response.

While this phase can be a stumbling block for many practice transitions, we view it as an opportunity to lay the foundation for lasting relationships.
05Closing
Closing

As we approach the home stretch, we understand that balancing the demands of lenders, buyers, landlords, attorneys, accountants, and other advisors while maintaining your patient schedule can seem like a daunting task. This is precisely where our meticulous preparation pays off.

We’ve been diligently preparing for this moment, anticipating questions that might arise, and gathering all the necessary information for you to navigate this phase with ease and confidence.
06Post Closing
Post Closing

Whether your transition period is brief or extensive, we remain by your side with the guidance you need to ensure your practice, staff, and patients are entrusted to capable hands. Your peace of mind is our priority, and we understand that a seamless handoff is the goal.

We finish by delivering a comprehensive post-closing checklist that includes standard items such as access to software and transition of service agreements plus customized elements tailored to your unique agreement. We leave no detail overlooked, making certain your legacy and the future of your practice are safeguarded with precision and care.

Negotiation

When an offer is tendered and negotiations begin, we’re relentlessly focused on achieving your vision. Fair and honest dealing with your prospective buyers from the outset has built a foundation of trust. As we move into more serious negotiation, we foster and strive to maintain an environment where needs and desires can be openly expressed and met with a transparent and objective response.

While this phase can be a stumbling block for many practice transitions, we view it as an opportunity to lay the foundation for lasting relationships.

Closing

As we approach the home stretch, we understand that balancing the demands of lenders, buyers, landlords, attorneys, accountants, and other advisors while maintaining your patient schedule can seem like a daunting task. This is precisely where our meticulous preparation pays off.

We’ve been diligently preparing for this moment, anticipating questions that might arise, and gathering all the necessary information for you to navigate this phase with ease and confidence.

Post Closing

Whether your transition period is brief or extensive, we remain by your side with the guidance you need to ensure your practice, staff, and patients are entrusted to capable hands. Your peace of mind is our priority, and we understand that a seamless handoff is the goal.

We finish by delivering a comprehensive post-closing checklist that includes standard items such as access to software and transition of service agreements plus customized elements tailored to your unique agreement. We leave no detail overlooked, making certain your legacy and the future of your practice are safeguarded with precision and care.

Let's Start The Conversation

We invite you to schedule a discovery call with us to discuss your objectives. We are excited at the opportunity to speak with you and we hope we can work together to achieve your goals!