Stepping Into Ownership

Choosing the Right Ownership Opportunity

The decision to become a practice owner is a big one—but it’s only the beginning. The next step is just as important: choosing the right practice to buy or selecting the ownership model that fits best.

Do you buy the low-profit fixer-upper? The profitable, move-in-ready practice? Or do you start from scratch? Do you go it alone, or bring on a partner?

We walk through each opportunity with you, conservatively estimating profits available to pay the bank loan, identifying growth potential, noting the biggest risks, and flagging areas that may require deeper due diligence. We also calculate a conservative return on investment and align the numbers with your goals and expectations—so you can make the best possible decision for you and your family with confidence.

Start-up Support

Considering a start-up? We assess the market capacity for your new practice, identify potential challenges and opportunities, and help you choose the ideal location. If your bank requires a business plan, we can help you create one. And if you want ongoing guidance, we’re here to mentor you through the early stages of ownership.

New owner mentorship

Practice ownership does not need to be a solo venture. We work with new owners to help them transition into their new role, mitigating the “overwhelming feeling” and avoiding “new owner” pitfalls. We start by discussing your goals for ownership, identifying the areas where you need mentorship or assistance, and then build a consulting plan together that fits your needs and your budget.