Behavioral Health M&A Advisory

 
 

M&A Advisory for Behavioral-Health Practice Owners

Built specifically for psychologists, psychiatrists, therapists, and other behavioral-health founders who want guidance from someone who has actually built and sold a clinical practice.

Selling a practice is not just a financial transaction. It can carry seven-figure consequences, long-term tax implications, and permanent changes to your role, identity, and day-to-day life.

Two Ways I Help

Build Your Practice to Sell

If a sale may be one, two, or several years away, I help you strengthen the business before buyers arrive: clarifying value drivers, reducing owner dependence, improving operational readiness, identifying avoidable risks, and positioning the practice for a stronger transaction.

Navigate an Active Sale

If you are already speaking with buyers, reviewing an LOI, preparing for diligence, or negotiating deal terms, I serve as an independent seller-side advisor throughout the process—helping you understand the tradeoffs, ask better questions, choose the right professional team, and protect what matters most.

I Have Been on Your Side of the Table

I bootstrapped and grew my own clinical practice for more than ten years, then sold it for seven figures in July 2025.

I also learned the expensive lessons firsthand. I spent far too much on the wrong M&A advisors, brokers, attorneys, and accountants before learning what good representation should look like, where clinician-founders commonly lose leverage, and which decisions can create costly problems after closing.

My goal is to help you avoid the missteps that can cost thousands of dollars, assemble the right team sooner, position your practice intelligently, and move through the process with clearer eyes.

Who This Is For

  • Psychologists, psychiatrists, therapists, and behavioral-health group-practice owners

  • Founders who want to build enterprise value before pursuing a sale

  • Owners considering selling all or part of a practice

  • Clinicians engaging with private equity, MSOs, strategic buyers, or individual acquirers

  • Sellers reviewing an LOI or preparing for diligence and negotiation

How I Can Help

  • Seller-readiness and build-to-sell strategy

  • Practice positioning, value drivers, and operational risk review

  • Advisor, broker, attorney, and accounting-team selection

  • LOI review from a clinician-owner perspective

  • Earnout, rollover-equity, employment, control, and post-close reality checks

  • Diligence preparation, scenario analysis, and decision support

  • Ongoing guidance from early conversations through closing

This is independent strategic advisory—not legal advice, tax advice, a formal valuation, or brokerage. I work alongside qualified attorneys and accountants, not in place of them.

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