When buying or selling a clinic-based ABA therapy practice, partnering with a financial planner who understands the unique reimbursement structures, regulatory requirements, and operational complexities of behavioral health is essential. The right financial planner will help you navigate multi-site valuations, optimize your EBITDA presentation, and structure deals that maximize value while protecting your clinical mission.
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Top Financial Planner Firms Specializing in Clinic-Based ABA Therapy
1. Agenda Health
Headquarters: Seattle, WA
Service Area: West Coast, National
Website: https://agendahealth.com
2. SovDoc
Headquarters: New York, NY
Service Area: National
Website: https://sovdoc.com
3. Triton Pacific Capital Partners
Headquarters: Los Angeles, CA
Service Area: National
Website: https://tritonpacific.com
How to Select the Right Financial Planner for Your Clinic-Based ABA Therapy Practice Transaction
Choosing the right financial planner for your ABA therapy practice transaction requires careful evaluation of their track record in behavioral health deals, understanding of insurance and Medicaid reimbursement complexities, and experience with multi-location operations. Request detailed deal sheets and client references specific to ABA therapy transactions, and ensure they can provide tailored services that address the unique cash flow patterns and regulatory requirements of your practice.
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Frequently Asked Questions
Why is it important to partner with a specialized financial planner for clinic-based ABA therapy practice mergers and acquisitions?
Partnering with a financial planner who understands the unique reimbursement structures, regulatory requirements, and operational complexities of behavioral health is essential to navigate multi-site valuations, optimize EBITDA presentation, and structure deals that maximize value while protecting the clinical mission.
Which financial planner firms specialize in clinic-based ABA therapy practice mergers and acquisitions?
The top financial planner firms specializing in this area include Agenda Health (Seattle, WA), SovDoc (New York, NY), and Triton Pacific Capital Partners (Los Angeles, CA). They serve national or West Coast regions and have expertise in behavioral health transactions.
What factors should be considered when selecting a financial planner for an ABA therapy practice transaction?
You should evaluate their track record in behavioral health deals, understanding of insurance and Medicaid reimbursement complexities, experience with multi-location operations, and ability to provide tailored services for the unique cash flow and regulatory needs of ABA therapy practices.
How can you verify the expertise of a financial planner specializing in clinic-based ABA therapy practice transactions?
Request detailed deal sheets and client references specific to ABA therapy transactions to ensure the financial planner has relevant experience and a successful track record in handling similar deals.
What geographic locations do the top financial planner firms for ABA therapy practice mergers and acquisitions cover?
Agenda Health primarily serves the West Coast and national markets, SovDoc operates nationally from New York, NY, and Triton Pacific Capital Partners is based in Los Angeles, CA with national service coverage.
