Seller Side M&A Advisory

 
 

Clear, Independent Guidance for Founders Navigating a Sale

Selling a clinical practice is not just a financial transaction.

For clinician-owners, it is often the first time business decisions carry seven-figure consequences, long-term tax implications, and permanent identity shifts — all while buyers, brokers, and advisors are incentivized to move the deal forward.

I provide seller-side M&A advisory for clinicians and healthcare founders who want to:

  • Understand what they are actually agreeing to

  • Protect themselves from avoidable downside

  • Enter (or exit) a transaction with clarity rather than pressure

This is not brokerage. I do not sell your practice.
I advise you.

Who This Is For

This advisory work is a fit if you are:

  • A clinician-owner considering selling all or part of your practice

  • Engaging with PE, VC, MSOs, or strategic buyers

  • Reviewing an LOI and unsure what is market vs risky

  • Feeling rushed, emotionally conflicted, or under-informed

  • Concerned about post-close realities (earnouts, control, liability, burnout)

This is not a fit if you are looking for:

  • Someone to shop your practice to buyers

  • Valuation-only opinions

  • Legal representation (I am not an attorney)

  • Optimistic deal cheerleading

Learn more

My Perspective

I come to seller-side advisory as a clinician who has:

  • Built, scaled, and exited my own clinical practice

  • Negotiated directly with PE-backed buyers

  • Lived through LOIs, diligence, earnouts, and post-close realities

  • Worked alongside M&A advisors, attorneys, and CPAs

  • Seen where clinicians lose leverage — and where they still have it

I understand the technical mechanics of deals and the human cost of getting them wrong.

How I Help Sellers

My role is to help you slow the process down enough to make informed decisions.

Common areas of support include:

  • LOI review from a clinician-owner perspective

  • Identifying hidden risk in earnouts, rollover equity, and employment terms

  • Understanding operational expectations post-close

  • Reality-checking growth projections and synergies

  • Stress-testing assumptions buyers are making about you and your practice

  • Helping you prepare for diligence emotionally and operationally

  • Supporting decision-making around whether to proceed, pause, or walk away

I work collaboratively with your attorney and CPA — not in place of them.

Advisory Options & Pricing

1. LOI Review & Decision Support

Best for: Founders who have received an LOI and need clarity before proceeding

What’s included:

  • Review of LOI through a clinician-owner lens

  • Identification of red flags, leverage points, and common traps

  • 90-minute advisory session to walk through tradeoffs

  • Written summary of considerations and key questions to raise

Investment:
$3,500–$6,000 (flat fee, depending on complexity)

2. Seller Readiness & Strategy Intensive

Best for: Founders preparing for a sale in the next 6–18 months

What’s included:

  • Practice and founder readiness assessment

  • Guidance on timing, structure, and positioning

  • Identification of value drivers and risk factors

  • Strategic recommendations to increase leverage

  • 2–3 advisory sessions + written roadmap

Investment:
$7,500–$12,500 (flat fee)

3. Transaction Advisory (Seller-Side)

Best for: Founders actively in a transaction

Scope:

  • Ongoing advisory throughout LOI, diligence, and negotiation phases

  • Scenario analysis and decision support

  • Preparation for key conversations

  • Independent sounding board separate from buyer incentives

Structure:

  • Monthly advisory retainer

  • Clearly defined scope

Investment:
$5,000–$10,000 per month, depending on deal stage and intensity

What This Is — and Isn’t

This advisory work:

  • Centers your long-term interests

  • Acknowledges emotional and identity impact

  • Prioritizes downside protection as much as upside

This is not:

  • Brokerage

  • Legal advice

  • Financial valuation

  • Pressure to sell

What You Can Expect

  • Direct, experience-informed feedback

  • Clear explanation of tradeoffs

  • Respect for your clinical identity

  • No incentives tied to deal closure

If I believe a deal is misaligned or unsafe, I will tell you.

Next Steps

If you are considering a sale or already in process and want independent seller-side guidance, you can request an advisory engagement below.

Learn more