Our Process
Simple, Transparent, and Built for You
We know selling your agency can feel overwhelming. We've been there — on both sides. Our process is designed for clarity, peace of mind, and outcomes that work for everyone.
Meet & Value
We start with a confidential conversation. No pressure, no sales pitch — just an honest discussion about your agency, your goals, and what a good outcome looks like for you.
What we'll discuss:
- • Your agency's story and what makes it special
- • Your team, culture, and community relationships
- • Financial performance and growth opportunities
- • Your timeline and goals for the transition
- • What you want for your people and legacy
Based on this conversation, we'll provide a preliminary valuation and discuss whether we're a good fit for each other.
Agree & Plan
If we're a good fit, we work together to create a deal that works for everyone. This is where we get into the details and build a transition plan that protects what matters most.
What we'll agree on:
- • Fair purchase price and deal structure
- • Timeline for closing and transition
- • How your team will be protected and supported
- • Your role during and after the transition
- • How we'll maintain your agency's identity and culture
We move fast but never rush. Most deals close within 60-90 days, but we work at your pace.
Transition & Thrive
The transition is where our values really show. We integrate at your pace, provide support to your team, and ensure continuity of care for your patients.
What happens during transition:
- • Your team gets the support and resources they need
- • We maintain all existing relationships and contracts
- • Your agency's name and brand stay intact
- • We invest in growth, not cost-cutting
- • You get the exit you deserve
Our goal is simple: your team thrives, your patients get better care, and you can move forward with confidence.
What Makes Our Process Different
No Brokers, No Middlemen
You're talking directly to the buyer. That means faster decisions, better communication, and no broker fees eating into your proceeds.
Values-Driven Approach
We care about how you run your agency, not just the numbers. We look for agencies that share our commitment to quality care and community.
Transparent Communication
No surprises, no hidden agendas. We're upfront about our process, our timeline, and what you can expect every step of the way.
Flexible Structure
We build deals around your goals, not a one-size-fits-all template. Whether you want to step away completely or stay involved, we make it work.
Typical Timeline
Initial Conversation
1-2 hours • Confidential discussion about your agency and goals
Preliminary Valuation
1-2 weeks • We analyze your financials and provide an initial offer
Due Diligence
2-4 weeks • We review your operations, contracts, and compliance
Final Agreement
1-2 weeks • We finalize terms and prepare closing documents
Closing & Transition
Immediate • We close the deal and begin the transition process
Total time: Typically 60-90 days from initial conversation to closing, but we work at your pace.
Ready to Start the Conversation?
Let's talk about your agency and whether we might be a good fit for each other.
Schedule a Confidential Call