Exit Planning Programs

Built around your timeline.

Every engagement starts with a Deal Health Index score and builds toward a single outcome: arriving at the table with leverage, not liability. Start free. Go deeper when you're ready.

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Confidential
Founder-aligned
Scored by outcomes
Start Here

Two ways to start.

The Deal Health Index is the entry point for every engagement. Begin with a free online assessment or go deeper with a full advisor-guided report.

Free Deal Health Assessment

Preliminary scoring across key risk dimensions. No financial data required. Results delivered with context and next-step guidance. Takes approximately 10 minutes.

✓Preliminary Deal Health score
✓Top risk zones identified
✓Deeper insights delivered by email
✓Access to quarterly market benchmarks
Free · Online · 10 minutes
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Full Deal Health Report

Complete 10-dimension scoring with written report, strategic roadmap, and 60-minute advisor debrief focused on your highest-impact gaps. Fee is credited toward any program engagement.

✓Full 10-dimension scoring
✓Color-coded risk flags
✓Priority gap identification ranked by buyer impact
✓Written report with strategic roadmap
✓60-minute strategic debrief
Advisor-Guided · Credited toward any engagement
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Advisory Programs

Structured engagements, built for outcomes.

Structured engagements designed to close the gaps that cost you the most at close. Every program includes Deal Health Index scoring and quarterly reassessment.

Focused Engagement
90-Day Sprint
90-day engagement · Includes Deal Health Index
What would a serious buyer pay for your practice today? The Sprint answers that question and builds a 90-day roadmap to close the gap between their number and yours. Designed for founders who want clarity on their position before committing to a longer engagement.
✓Indicative valuation range
✓Gap analysis ranked by buyer impact
✓Target buyer profile and landscape
✓3 monthly advisory sessions
✓Deal Health Index scoring and reassessment
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Full Engagement
Exit Planning Program
12 to 24 month engagement
Strategic advisory to close value gaps, coordinate diligence preparation, and build a practice positioned for a premium outcome. This is the full journey from where you are today to a defensible, transaction-ready position with a curated sell-side advisor introduction.
✓Monthly strategic advisory sessions
✓Quarterly Deal Health reassessment
✓Payor mix and reimbursement strategy
✓QofE coordination (separate engagement)
✓Sell-side advisor introduction when deal-ready
✓Clinical operations and workforce planning
✓Compliance and licensure gap remediation
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"The sellers who close at premium valuations don't get lucky. They spend 12 to 24 months closing gaps that buyers find during diligence, when sellers are locked and discounts are leverage."
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The Full Journey

From first conversation to deal-ready.

A realistic timeline for a well-prepared behavioral health exit. The 90-Day Sprint covers Steps 1 and 2 as a standalone entry point.

1

Baseline Assessment

We score your practice across all 10 dimensions. You get a clear-eyed view of where you are versus where BH acquirers need you to be.

→You leave with a composite score (300-850), a color-coded risk map across all 10 dimensions, and a ranked list of exactly what a buyer's diligence team would flag first. No ambiguity.
Month 1Deal Health Index
2

Gap Assessment & Roadmap

Indicative valuation, gap analysis, and a prioritized 90-day action plan. The framework for getting from where you are today to full value.

→You know your indicative valuation range, the specific gaps costing you the most at close, and a sequenced roadmap ranked by return on effort. You stop guessing what matters.
Months 2-490-Day Sprint
3

Strategic Remediation

Monthly advisory focused on highest-impact gaps. Payor diversification, clinical staff retention, documentation hygiene, corporate structure, annual profit optimization.

→Quarterly DHI reassessment tracks measurable improvement. Gaps close, score rises, value compounds. You build a documented track record of improvement that buyers can underwrite.
Months 4-16Exit Planning Program
4

Diligence Preparation

QofE referral to our institutional partner. Financial, clinical, and compliance documentation organized to buyer standards.

→Your data room is built before a buyer asks for it. Financial, clinical, and compliance documentation organized to the standard a PE firm's diligence team expects on day one.
Months 16-18
5

Review & Go-to-Market

Review QofE findings together. Address any new gaps. Final positioning. Deal Health score 680+ confirmed.

→Full advisory investment behind you. Seller narrative built. Financials defensible. Every question a buyer could ask has an answer prepared. You're not reacting, you're presenting.
Months 18-20
6

Deal-Ready

Practice is positioned, documented, and defensible. Ready for a sell-side engagement with a curated BH-specialist bank from our network.

→You sit across from a buyer as a prepared seller with a defensible position, not a target with surprises waiting in the data room. That is a fundamentally different transaction with a fundamentally different outcome.
Month 20+
Start Now The best time to start was two years ago.

The second best is now. Every week without preparation is a week closer to a buyer who's already prepared.

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ConfidentialNo obligationFounder-aligned