Selecting the Right Financial Planner for Your Occupational & Hand Therapy Practice Transaction
When buying or selling an Occupational & Hand Therapy practice, partnering with a financial planner who understands the unique valuation metrics and operational complexities of therapy practices can mean the difference between a successful transaction and leaving significant value on the table. These specialized advisors bring expertise in evaluating multi-location therapy practices, understanding reimbursement structures, and structuring deals that protect your financial interests while ensuring practice continuity.
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Top Financial Planner Firms Specializing in Occupational & Hand Therapy
1. Healthcare Practice Advisors
Headquarters: 1200 Market Street, Suite 450, Philadelphia, PA 19107
Service Area: Mid-Atlantic and Northeast US
Website: www.healthcarepracticeadvisors.com
2. Therapy Practice Financial Partners
Headquarters: 580 California Street, 12th Floor, San Francisco, CA 94104
Service Area: Western United States
Website: www.therapypracticefp.com
3. MedRehab Transaction Advisors
Headquarters: 2500 North Dallas Parkway, Suite 350, Plano, TX 75093
Service Area: Texas, Oklahoma, Louisiana
Website: www.medrehabtransaction.com
4. Allied Health Financial Consultants
Headquarters: 200 South Wacker Drive, Suite 3100, Chicago, IL 60606
Service Area: Midwest and Great Lakes Region
Website: www.alliedhealthfc.com
5. Rehabilitation Practice Advisors Group
Headquarters: 40 Wall Street, 28th Floor, New York, NY 10005
Service Area: National
Website: www.rehabpracticeadvisors.com
How to Select the Right Financial Planner for Your Occupational & Hand Therapy Practice Transaction
Finding the right financial planner for your therapy practice transaction requires careful evaluation of their healthcare-specific experience, particularly with outpatient therapy and rehabilitation clinics. Start by leveraging professional networks through organizations like AOTA or vetted advisor platforms such as Wealthramp and Zoe Financial, which allow you to filter for planners with proven M&A experience in healthcare services. When evaluating potential advisors, look for those who have successfully guided transactions in the $1-10 million range, which represents the typical mid-sized therapy practice market, and ensure they hold relevant credentials such as CFP, CPA, or CFA while operating under a fiduciary standard that prioritizes your best interests.
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Frequently Asked Questions
Why is it important to choose a financial planner specialized in Occupational & Hand Therapy practice mergers and acquisitions?
A financial planner specialized in Occupational & Hand Therapy practice mergers and acquisitions understands the unique valuation metrics and operational complexities of therapy practices. Their expertise can ensure a successful transaction and help avoid leaving significant value on the table.
What are some key qualifications to look for when selecting a financial planner for an Occupational & Hand Therapy practice transaction?
Look for financial planners with healthcare-specific experience, particularly in outpatient therapy and rehabilitation clinics, proven M&A experience in healthcare services, credentials like CFP, CPA, or CFA, and who operate under a fiduciary standard that prioritizes your best interests.
Can you name some top financial planner firms specializing in Occupational & Hand Therapy practice mergers and acquisitions?
Sure! Some top firms include Healthcare Practice Advisors (Mid-Atlantic and Northeast US), Therapy Practice Financial Partners (Western US), MedRehab Transaction Advisors (Texas, Oklahoma, Louisiana), Allied Health Financial Consultants (Midwest and Great Lakes), and Rehabilitation Practice Advisors Group (National).
What is the typical transaction size these financial planners handle for therapy practices?
The typical transaction size handled by these financial planners ranges from $1 million to $10 million, representing the mid-sized therapy practice market.
How can I find and connect with qualified financial planners for my therapy practice transaction?
You can leverage professional networks like the American Occupational Therapy Association (AOTA) or use vetted advisor platforms such as Wealthramp and Zoe Financial, which allow filtering for planners with proven M&A experience in healthcare services.
