Client Problem & Goals: A full-time veterinarian and practice owner in Florida, was becoming increasingly frustrated with the burdens of management, including overseeing numerous relief veterinarians.

• She desired a partnership with a corporate operator to alleviate these stresses without selling her practice entirely.

• She wanted more time to spend with her family but was unaware of her practice's value or the possibility of selling to a corporate entity.

How We Helped: We obtained multiple offers for her practice, securing a partnership model where the corporation assisted with management and recruiting.

• This resulted in hiring full-time doctors instead of relying on a team of six to fill two spots.

• We negotiated a favorable lease for her as she retained real estate ownership.

• We explained her options clearly, helping her achieve her goal.

• She ultimately partnered with a group she genuinely wanted to work with.

Client Problem & Goals: Owners in California, managing a 5+ doctor practice in a highly recruitable area, were torn between their passion for medicine and wine production.

• The husband and wife, who owned the practice and real estate, had an offer from a direct buyer, which seemed reasonable to them.

• They were looking to develop an exit strategy, allowing them to focus more on their medical practice in their final years before retirement rather than on ownership responsibilities.

How We Helped: We sourced multiple new offers and thoroughly evaluated the current offer. As a result, we increased the purchase price by $2 million.

• We also negotiated a longer-term lease with reduced landlord responsibilities.

• We connected them with banks and loan brokers to refinance the real estate, leveraging the value of a new tenant.

• We secured a multi-year employment agreement with a clear exit strategy for the owner.

Clients Problem & Goals: DVM & Owner from Hawaii, had previously sold a practice on his own with a poor experience.

• He was tired, stressed, and wanted to step back from ownership to focus on medicine. He had an associate who wasn't a good fit and left, leaving him to run a 2-3 doctor practice solo.

• He was interviewing new doctors, with a soon-to-be graduate starting in six months, while also considering a relief doctor and a full-time doctor candidate.

• Additionally, he owned the real estate of the practice.

How We Helped: We outlined his options given his situation: sell to an associate, sell to a local, or sell to a corporate buyer, though the latter had a smaller buyer pool due to the location.

• He chose to sell to a corporate entity. We marketed the practice, received multiple offers, and facilitated meetings between the Owner and the buying groups.

• We emphasized the importance of getting along with the new boss over liking the business development person.

• Negotiations led to a shorter work contract, a higher sale price, and a more favorable lease for the Owner.

Client Problem & Goals: Owner in Nevada faced several difficulties.

• They had multiple loans related to construction, real estate, and practice financing, and were considering an existing offer of $2.8 million from a direct buyer.

• With the construction of the practice nearing completion, the owner felt overwhelmed by the demands of establishing, running, and growing the business, and was ready to find a suitable partner.

How We Helped: We tackled these issues by demonstrating the practice's value through a detailed valuation, leading to offers exceeding $6 million.

• We then marketed the practice effectively, generating significant interest and ultimately securing over $7 million for it.

• We arranged a favorable lease agreement and worked closely with the owner and a loan broker to reposition his over-leveraged loan positions, providing a comprehensive solution to his financial and operational challenges.