Buyers overpay for declining practices, inherit broken systems, and miss warning signs that were hiding in the data the entire time.
The problem is not the financials. Your CPA handles that. The problem is that nobody looks inside the practice management system.
Production trends, hygiene performance, accounts receivable patterns, procedure mix, and insurance concentration tell you whether this practice will actually work for you or become a costly mistake.
We find the problems before you sign.
That is what a buyer's advocate does. The broker is paid by the seller and the valuation is commissioned by the seller. We work only for you.
We go inside the practice management system to uncover the risks and opportunities that most advisors never review.