Insights

Field notes on healthcare M&A.

Operational deep-dives, valuation primers, and category-specific playbooks from the desk.

Jun 16, 2025PE Process & Structure

The Physician’s Guide to the Letter of Intent (LOI) in a Healthcare M&A Deal

A detailed breakdown of the Letter of Intent (LOI) for medical practice owners. Learn the key components, binding clauses, and negotiation pitfalls to avoid when selling your healthcare practice.

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Jun 16, 2025Advisors & Roles

Transaction Advisors Explained: Broker vs. M&A Advisor vs. Investment Banker

Confused about transaction advisors for your medical practice sale? This guide breaks down the roles of business brokers, M&A advisors, and investment bankers to help you choose the right partner for maximizing your

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Jun 16, 2025Implications & Operations

A Physician’s Guide to Technology & EMR Integration Challenges Post-Sale

Understand the primary technology and EMR integration challenges after a medical practice sale, including interoperability, hidden costs, data security, and staff adoption. Learn how to prepare for a smooth transition.

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Jun 16, 2025Advisors & Roles

The Unseen Risks: Why Compliance, HR, and IT Consultants Are Crucial for Your Healthcare M&A Deal

Discover how specialized consultants for compliance, HR, and IT help de-risk your medical practice sale by addressing HIPAA, staff retention, and EMR integration challenges.

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Jun 16, 2025PE Process & Structure

Healthcare M&A Heats Up: A Look at Private Equity Deal Trends in Q1 2025

Explore the Q1 2025 healthcare M&A market data. Discover key private equity deal trends, the most active medical specialties, and what these developments mean for you as a practice owner.

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Jun 16, 2025Valuation & Finance

Quality of Earnings (QoE) Analysis in Healthcare: What Practice Owners Need to Know

Understand Quality of Earnings (QoE) analysis for healthcare practice owners. Learn how a QoE report validates earning power, distinguishes itself from standard audits, and benefits both buyers and sellers in M&A tr

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Jun 16, 2025Implications & Operations

A Physician’s Guide to Professional Services Agreements (PSAs) in Practice Sales

Learn what a Professional Services Agreement (PSA) is in healthcare M&A, its key components, and how to negotiate terms that protect your compensation and autonomy post-sale.

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Jun 16, 2025PE Process & Structure

The Healthcare PE Transaction Timeline: A Realistic Guide from Prep to Close

Understand the realistic timeline for selling your healthcare practice to a private equity firm, from preparation and strategic positioning to closing. Learn about each phase, including due diligence, negotiations, and r

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Jun 16, 2025PE Process & Structure

Decoding the Deal: A Glossary of Healthcare PE Transaction Terminology

Understand key terminology in healthcare private equity transactions, including financial terms like EBITDA, legal documents, deal protections, and healthcare-specific concepts. Prepare for your medical practice sale wit

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Jun 16, 2025PE Process & Structure

A Deep Dive into Private Equity Deal Structures for Healthcare Practices

Explore private equity deal structures for healthcare practices, including full buyouts, recapitalizations, rollover equity, and MSOs. Understand which option aligns with your financial and operational goals.

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Jun 16, 2025Valuation & Finance

A Physician’s Guide to Practice Value Enhancement Strategies

A detailed guide for physician-owners on how to strategically increase medical practice value before a sale. Learn actionable strategies for operational efficiency, service diversification, and technology integration to

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Jun 16, 2025Advisors & Roles

The Work After the Deal: A Guide to Post-Transaction Consultants in Healthcare M&A

Your deal is signed, but the work isn’t done. Discover why post-transaction consultants are vital for a successful healthcare M&A integration and how to secure the value of your practice.

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