Transparency
How we work, in plain language.
No mystery, no fine-print games. Here is exactly how engagements run, what they cost, and how I handle the fact that I can wear more than one hat.
The process: Empower, Evolve, Emerge
Empower
Get ready
Free education and a readiness conversation. We map your goals, capital, and timeline.
Evolve
Do the deal
Source, value, finance, diligence, negotiate, and close, with me representing you.
Emerge
Own it well
After close: operate, grow, and keep control. Optional ongoing support and partnership.
For buyers
Two options, your choice:
- I invest alongside you. I co-invest for a minority stake you can buy back. Your cash cost for help can be low or zero. You keep control.
- Flat advisory fee. Keep 100% ownership and pay a flat fee for white-glove representation through close.
The buyback is the point: any stake I hold is yours to purchase back on agreed terms. You are always the owner in control.
For practice owners considering a sale
- Private, never listed. No public posting. Confidential from the first conversation.
- Reviewed first. I assess the practice as an acquisition before introducing any buyer.
- Flat success fee on direct deals. When no broker represents you, a flat fee at close, agreed up front. No percentage.
- Buyer representation disclosed. You confirm up front that I represent the buyer.
Conflicts, and how I handle them
I may act as your advisor, a co-investor in your deal, and a provider of support services after close. Stacked together, those roles can create conflicts of interest, and I would rather name that plainly than hide it. Here is the standard I hold:
- The buyer always keeps control of the business. Any stake I take is a minority stake with a buyback.
- Roles and fees are disclosed in writing before you commit to anything.
- Every deal structure is reviewed by your own attorney, CPA, and lender. I do not replace them.