Buying or selling a practice is a big deal in more ways than one. Our role is to guide you through the entire process with as little hassle as possible. We provide a turnkey experience for you – we can coach you through preparing for a sale (on either end), provide the services necessary to make the sale happen (including valuations, legal services and financial partners), facilitate the actual transaction and then guide you through the transition period as you adjust to a new reality.

Click here for a visual representation of the process.

Here’s a look at the individual services we provide.

Succession Planning

Buying or selling a practice can be a life-changing process that you only encounter once or twice over the course of your career. Our team of experts has been involved in transactions like this for more than a decade, and we are here to tell you everything you need to know.

We want you to get the best deal you can financially, but it’s even more important to find the best match in terms of culture, values, team, clients and more. We walk you through every step of the process so that a decade from now you will still be satisfied with the deal.

Open Listing
Our open listing of financial practices for sale will expose your practice to a wide variety of qualified buyers. You’ll be able to build a full profile of your practice, and we will handle all the logistics of the selling process, including inquiries, questions, vetting and more.

Private Sale
If you are more comfortable with a private sale, we will build a private profile of your practice and privately bring the opportunity to our network of qualified bidders.

Transaction Support
We’ll walk you through every aspect of the transaction so you don’t have to wonder if you’re handling something correctly – we’ll be there to guide you.

Business Calculation
Knowing how much your business is worth goes a long way to achieving the sale you’re looking for. Our experts will give you exactly what you need to know about the value of your practice.

Continuity Planning
Our continuity plans will give you peace of mind that your practice transition will take place the way you want if an unplanned event occurs. We can put together plans where you know who the buyer will be or we can arrange for your practice to sold later to an unspecified buyer.


Our legal team will provide you with the guidance and documentation you need throughout your transaction. Each client will receive top-notch advice specific to their own situation. Our ability to provide legal services is just another part of our turnkey operation to take you through a sale in the most efficient manner possible.

Legal documents include:

  • Letter of Intent
  • Purchase Agreements
  • Buy/Sell Agreements
  • Entity Formation
  • Strategic Alliance Agreements
  • Disability and Guardian Agreements
  • Cross Purchase Agreements
  • Equity Interest Rights Plan
  • Employment/Compensation Agreements
  • Memorandum of Understanding