Most founders find out what their practice is worth when a buyer tells them. We make sure you know first, 12 to 36 months before going to market.
They surface in the majority of BH transactions, and every one is fixable with preparation.
The gap between how you run your books and how a buyer's QofE team reads them. Every undefended add-back is a re-trade lever.
A BH founder accepted an offer at 6x EBITDA. During diligence, the buyer's team found $400K in revenue that didn't hold up. A billing overlap, an unacceptable add-back, and a payer contract never formally renewed.
When your licensed clinicians are the product, retention risk becomes valuation risk. Fixable with 12 to 18 months of planning.
A BH founder closed a deal but the buyer required a 24-month post-close transition at reduced comp because every referral relationship ran through her personally. No clinical director. No second-tier ops.
70% of revenue from one Medicaid contract is one point of failure. PE buyers are underwriting reimbursement risk more aggressively than ever.
A SUD founder went to market with 78% Medicaid revenue in a state where managed care rates were under renegotiation. Three PE buyers passed. The one who bid applied a 2x discount.
Expired contracts, lapsed accreditations, rates never renegotiated. In behavioral health, what you didn't update becomes the buyer's discount.
A BH provider stayed on the same Medicaid MCO rate for 4 years without requesting an increase. During diligence, the buyer modeled reimbursement risk at current rates versus market and applied a 15% revenue haircut.
A structured diagnostic across 10 dimensions that tells you, and eventually your buyer, exactly where you stand. No guesswork. No surprise findings mid-LOI.
Start with a free online assessment to see your preliminary score and go deeper with the full Deal Health Report, an advisor-guided engagement with a written strategic roadmap. Quarterly reassessment is available through the 90-Day Sprint and Exit Planning Program.
Start free. Go deeper when you're 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.
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.
Month 1Deal Health IndexIndicative valuation, gap analysis, and a prioritized 90-day action plan. The framework for getting from where you are today to full value.
Months 2-490-Day SprintMonthly advisory focused on highest-impact gaps. Payor diversification, clinical staff retention, documentation hygiene, corporate structure, EBITDA normalization. Quarterly Deal Health reassessments.
Months 4-16Exit Planning ProgramQofE referral to our institutional partner. Financial, clinical, and compliance documentation organized to buyer standards. You go to market with answers, not surprises.
Months 16-18Review QofE findings together. Address any new gaps. Final positioning. Deal Health score 680+ confirmed. Full advisory investment behind you.
Months 18-20Practice is positioned, documented, and defensible. Ready for a sell-side engagement with a curated BH-specialist bank from our network.
Month 20+We work as a team with the best in the industry. Our network is curated, not crowded.
Institutional QofE partners who specialize in behavioral health transactions and understand clinical revenue recognition.
Firms experienced in BH regulatory frameworks, licensure transfers, Stark/anti-kickback, and post-close employment structures.
When you're deal-ready, we connect you with curated BH-specialist investment banks for sell-side execution.
Post-exit liquidity planning, QSBS analysis, F-reorganizations, and estate strategies coordinated before you sign an LOI.
CARF, Joint Commission, LegitScript, and state licensure specialists who close accreditation gaps pre-diligence.
Reducing owner dependence requires the right CCO or Medical Director. We introduce BH-specialist executive recruiters.
The only mental and behavioral health exit diagnostic built by M&A practitioners. Not consultants. Not brokers. Not generalists.