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 Advisor’s Edge: The Role of Investment Bankers in Healthcare Private Equity Deals

A detailed look at how healthcare investment bankers maximize value, manage complexity, and drive successful outcomes for practice owners in private equity transactions.

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Jun 16, 2025Valuation & Finance

How to Value a Medical Practice in 2025

Understand what your medical practice is truly worth in today’s market—and the key factors that drive valuation multiples from 4x to 11x EBITDA. Before We Begin: What’s Your Gut Feeling?…

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Jun 16, 2025PE Process & Structure

Healthcare Roll-Up Strategy: A Guide to Medical Practice Consolidation

A comprehensive guide to healthcare roll-up strategies, explaining medical practice consolidation, platform and add-on acquisitions, and how to prepare your practice for market changes.

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Jun 16, 2025PE Process & Structure

Healthcare Private Equity Guide for Practice Owners Looking to Sell

A comprehensive guide to understanding private equity transactions, deal structures, and processes for healthcare practice owners considering strategic partnerships or exits. The Healthcare PE Revolution: Why This Matter

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Jun 16, 2025Advisors & Roles

Building Your Healthcare M&A Team for Medical Practice Sales

Successfully selling or acquiring a medical practice isn’t a solo endeavor. It requires assembling a specialized team of advisors who understand the unique complexities of healthcare transactions. This comprehensive guid

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Jun 16, 2025PE Process & Structure

Your First 100 Days After a PE Acquisition: A Week-by-Week Playbook for Practice Owners

Successfully navigate the crucial first 100 days after a private equity acquisition of your medical practice with this week-by-week playbook. Learn to manage operations, culture, and communication effectively for a smoot

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Jun 16, 2025Implications & Operations

After the Sale: A Physician’s Guide to New Financial Reporting Requirements

Learn about the new federal and state reporting requirements for medical practices after a sale, from billing changes to long-term compliance demands, and how to adapt successfully.

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Jun 16, 2025Valuation & Finance

A Physician’s Guide to Financial Due Diligence in a Practice Sale

A comprehensive guide for physicians on financial due diligence during a practice sale, covering what buyers scrutinize, red flags to avoid, and how to prepare for a smooth transaction.

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Jun 16, 2025Advisors & Roles

The Role of Financial Advisors & Valuation Experts in Healthcare M&A

Learn the crucial roles of financial advisors and valuation experts in healthcare M&A. Discover how they determine your practice’s true worth, ensure compliance, and maximize your profitability for a successful exit

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Jun 16, 2025Valuation & Finance

The Definitive Guide to EBITDA Normalization for Healthcare Practices

Learn how to calculate adjusted EBITDA for your medical practice. This guide details common add-backs, normalization adjustments, and how to defend your numbers to buyers for private equity or MSO sales.

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Jun 16, 2025Valuation & Finance

EBITDA Explained for Physicians: The Metric That Defines Your Practice’s Value

A physician’s guide to understanding EBITDA and Adjusted EBITDA, how it’s calculated, why buyers focus on it, and how it directly impacts your medical practice’s valuation when selling.

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Jun 16, 2025Advisors & Roles

The Critical Role of Your CPA in a Healthcare M&A Transaction

A specialized CPA provides essential financial validation and tax strategy during a medical practice sale, protecting your value and ensuring a clean closing. Learn about their key functions and how they fit into your ex

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