Our Process

Honed by more than two decades of finance and transition experience, our process incorporates best practices designed to add value to the selling process and protect against the most common pitfalls that derail transactions.

Are You Looking To Sell Your Practice?

As individual buyers dig deeper to assess risk and corporate buyers are accountable to their investors, the question of whether to buy a practice and for how much is answered through the financial statements of your practice.

As your advocate, Revolve Practice Transitions is here to help. This is where we put over 25 years of financial experience to work for you. Our valuation process is designed to create a transparent and objective review of your practice aimed at maximizing value and addressing future risks to a new owner. This proactive approach contributes to a seamless transition leaving all parties satisfied and energized for their next step.

Our Process

Our process is designed to quickly attract the highest number of potential buyers, identify stumbling blocks well in advance and ensure the best possible selling price for your practice.

Through our objective approach and displaying the utmost integrity when meeting with your prospective buyers we build a foundation of trust. We not only want you to be satisfied with the results of your transition, but also your staff and your patients that you’ve cared for throughout your career.

The Consultation

Your first step into your future in 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.

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.

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.

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.

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!