This is a deep dive into the finances of the practice you’re keen to buy. We look at the past 3-4 years of tax returns, profit & loss statements, production & collections reports, and more. We even comb line-by-line through each bank statement to analyze the data at a granular level.

Upon completion of our analysis, we’ll meet with you to discuss our findings. Plus, we’ll help you through the rest of the practice negotiation, including with asset allocations.

This fee for this service is $2,000 and it usually takes about one to two weeks to complete.

We realized that some clients aren’t looking for the full due diligence service, and instead, just need advice during the practice acquisition process. This is where our Buyer Consulting comes in.

For only $399, we will walk you through the negotiation phase of the acquisition and help you build a solid foundation for your practice.

Please note that this is an advisory service only, and no financial review or assurance is included. Additionally, our Due Diligence and Monthly Service clients are entitled to this service at no additional cost.

The Seller-side of the transaction isn’t just “the opposite” of the Buyer-side; it’s a completely different series of conversations. Our goal will be to learn more about your retirement plans and help you structure your asset sale in a manner that complements them.

Ideally, we’d like to begin Consulting with a Seller two years before their practice sale. This allows us to implement various strategies with you and your practice, to reap the maximum benefit when it comes time to sell.

Regardless of when you engage us for this service, we will be with you through every step of the asset sale. We’ll also help you close your company efficiently.

Our fee for this service starts at $899. However, there is no charge for clients on one of our Monthly Plans.

We can help you file any final business returns and dissolve your company. For current Monthly Service clients, there is no fee. For all others, we charge just $1,799.