Intelligence-first exit planning, built exclusively for behavioral health. We work with you years before you're at the table, so you arrive prepared for what comes next.
CPAs audit your financials. Attorneys draft your purchase agreement. Investment banks list your company. QofE firms verify your EBITDA. Every one of these professionals is essential, and none of them prepare you years in advance for what a buyer's diligence team is designed to do: find reasons to discount your price.
We work with you months, sometimes years, before you're at the table. We identify what a buyer's diligence team will find, quantify the impact on your valuation, and help you close the gaps that cost you the most at close. By the time a third-party financial firm opens the books on your trailing twelve months, there are no surprises.
That's the gap we fill. No CPA uncovers it. No attorney bridges it. No broker-dealer closes it. But we do, and years before you're ready to transact. So when you go through a process, you're prepared.
A small, senior team. No layers. No pyramiding. The people you meet are the people who go to work. Built for depth, not headcount.
We don't guess what matters to your buyer. We don't take stabs at what might surface in diligence. We validate it against what actually drives discounts, re-trades, and failed closings. Every recommendation is data-backed and ranked by buyer impact.
The Deal Health Index™ scores across ten dimensions on a 300-to-850 scale. A full diagnostic before anyone else examines your financials, operations, or compliance.
We rank every finding by what a buyer would actually re-trade on. A sequenced roadmap focused on the changes with the highest return on effort.
Clean financials, completed QofE, built narrative. You sit across from a buyer as a prepared seller, not a target with surprises in the data room.
The only behavioral health exit diagnostic built by M&A practitioners. Not consultants. Not brokers. Not generalists.