Advisory Network

Your bench is already built.

Every engagement is backed by a curated network of transaction specialists who already know behavioral health, already know our process, and are already coordinated before you arrive.

Pre-vetted partners
Pre-coordinated introductions
Behavioral health exclusive
Why It Matters

The alternative to assembling it yourself.

Most behavioral health founders approaching a transaction spend months finding, interviewing, and coordinating advisors who have never worked together. The result is longer timelines, miscommunication, and gaps that surface during diligence.

1

One point of contact

You work with Behavioral Blueprints. We manage the coordination, the introductions, and the handoffs across every partner. You never chase down your own QofE firm or scramble for transaction counsel.

2

Already tested together

Our partners have worked our engagements before. They know how we structure deal documentation, what our assessments surface, and how our timeline works. No onboarding lag, no miscommunication.

3

Built for behavioral health

Every partner on our bench specializes in healthcare transactions with specific behavioral health experience. They understand Medicaid reimbursement, clinical compliance, payor concentration risk, and licensure transfer.

The Bench

Who's behind your engagement.

Each partner category handles a specific piece of the transaction lifecycle. All introductions are made through Behavioral Blueprints based on engagement stage and practice profile.

Quality of Earnings

Financial Diligence & Validation

Institutional-grade quality of earnings analysis that validates your financials the way a buyer's diligence team will. Revenue sustainability, EBITDA normalization, working capital analysis, and payor-mix risk assessment. Our QofE partners specialize in healthcare services with deep behavioral health experience.

Enters at
Pre-market preparation (Month 12-16)
Sell-Side Capital Advisory

Transaction Execution & Buyer Access

When your practice is positioned, documented, and Deal Health Index-qualified, you're introduced to our institutional sell-side partner with access to the largest behavioral health buyer network in the country. Silent auction process, curated buyer outreach, and deal management through close.

Enters at
Go-to-market (Month 18+)
Transaction Counsel

Legal Structure & Deal Documentation

Healthcare-specialized legal counsel for LOI review, purchase agreement negotiation, representations and warranties, escrow structuring, and regulatory approvals. Our counsel partners understand healthcare licensure transfer, Stark Law compliance, and state-specific behavioral health regulations.

Enters at
LOI stage (Month 18-22)
Compliance & Licensing

Regulatory Risk Assessment

Pre-transaction compliance review covering accreditation status (CARF, Joint Commission, CHAP), state licensing, Medicaid/Medicare enrollment, anti-kickback and Stark Law exposure, and HIPAA infrastructure. Identifies and resolves compliance gaps before they become diligence findings.

Enters at
Assessment phase (Month 3-6)
Clinical Program Evaluation

Outcomes & Program Defensibility

Clinical program review assessing treatment model defensibility, outcomes measurement maturity, staff credentialing, clinical documentation practices, and program differentiation. Positions your clinical model as a documented, defensible asset rather than an anecdotal narrative.

Enters at
Assessment phase (Month 1-6)
Tax & Structural Advisory

Deal Structure & Tax Optimization

Pre-transaction tax planning covering entity structure optimization, asset vs. stock sale analysis, earnout and escrow tax treatment, state tax implications, and 338(h)(10) election considerations. Ensures your deal structure maximizes after-tax proceeds, not just the headline number.

Enters at
Pre-market preparation (Month 12-16)
Coordination Timeline

When each partner enters.

Every partner engages at a specific phase. You never coordinate the handoffs. The bench activates around your timeline, not the other way around.

1
Months 1-6
Assessment & Gap Identification
Deal Health Index™ scoring across all 10 dimensions. Clinical program evaluation and compliance review begin simultaneously. You leave this phase knowing exactly where diligence will land and what needs to be addressed.
Clinical EvaluationCompliance Review
2
Months 6-16
Structured Improvement & Financial Validation
Address the gaps identified in Phase 1. Quality of earnings analysis begins when trailing financials are clean enough to underwrite. Clinical documentation is formalized. Compliance gaps are closed. Your Deal Health Index score moves.
Quality of EarningsClinical EvaluationTax Advisory
3
Months 16-20
Go-to-Market & Buyer Engagement
When your Deal Health Index score confirms you're positioned, you're introduced to our sell-side capital advisory partner. CIM is built from the documentation you've already assembled. Curated buyer outreach begins through a silent auction process.
Sell-Side AdvisoryTransaction Counsel
4
Months 20+
Negotiation & Close
LOI review, purchase agreement negotiation, buyer diligence management, and closing coordination. Every question a buyer asks has already been anticipated and documented. You sit across from a buyer as a prepared seller, not a target.
Transaction CounselSell-Side AdvisoryCompliance Review
Referral Policy

How introductions work.

All partner introductions are made by Behavioral Blueprints based on engagement stage, practice profile, and vertical alignment. There is no cost for introductions and no obligation to engage any specific partner.

All introductions are facilitated through Behavioral Blueprints based on where you are in the engagement
Partners are selected based on vertical expertise, geographic alignment, and deal size
No referral fees are passed through to the founder. Partner economics are handled separately
Founders are free to engage their own advisors at any point. Our bench is a resource, not a requirement
No Introductions Needed When you're ready for a transition, your team already knows your file.

Start with a Deal Health Index™ assessment. When the time comes to go to market, you won't need to find an investment bank, a QofE firm, or a healthcare attorney. They'll already be briefed.