Skip to main content
Abstract illustration showing interconnected gears representing hospitals and orthopedic practices with strategic growth patterns, alongside silhouetted figures of an advisor and principal near an upward arrow - representing SovDoc's specialized M&A advisory services for orthopedic and musculoskeletal practice mergers and acquisitions.

When buying or selling an Ortho & MSK practice, you need more than a traditional financial planner—you need a specialized M&A advisor who understands the unique complexities of orthopedic and musculoskeletal healthcare transactions. These professionals combine financial planning expertise with deep industry knowledge to help you achieve optimal valuations ranging from $2.5 million to $35 million, while structuring deals that protect your interests through strategic equity arrangements and buyout provisions.

Schedule a Valuation Consultation →

Top Financial Planner Firms Specializing in Ortho & MSK

1. MidCap Advisors

Headquarters: Not specified
Service Area: Middle-market healthcare practices nationwide
Website: midcapadvisors.com

2. Briley Financial

Headquarters: Not specified
Service Area: Healthcare M&A with orthopedic focus
Website: brileyfinancial.com

3. Epstein Becker & Green

Headquarters: Not specified
Service Area: National healthcare legal and advisory services
Website: ebglaw.com

How to Select the Right Financial Planner for Your Ortho & MSK Practice Transaction

Choosing the right financial planner for your Ortho & MSK practice transaction requires evaluating their specific healthcare M&A experience, understanding of current market dynamics where PE and strategic buyers are paying 70-80% upfront, and their fee structure which typically ranges from 1-3% of transaction value. Look for advisors who have completed similar transactions in the orthopedic space and can demonstrate expertise in both valuation optimization and deal structuring that protects physician equity through buyout provisions.

Request a Market Timing Assessment →

Frequently Asked Questions

Why do Ortho & MSK practice mergers and acquisitions require specialized financial planners?

Ortho & MSK practice mergers and acquisitions require specialized financial planners because these transactions involve unique complexities related to orthopedic and musculoskeletal healthcare. Such planners combine financial expertise with deep industry knowledge to ensure optimal valuations and strategic deal structuring that protects physician interests.

What is the typical valuation range for Ortho & MSK practices in mergers and acquisitions?

The typical valuation range for Ortho & MSK practices in mergers and acquisitions is between $2.5 million and $35 million.

Which firms are recognized as top financial planners specializing in Ortho & MSK practice mergers and acquisitions?

Top firms specializing in Ortho & MSK practice M&A include MidCap Advisors, Briley Financial, and Epstein Becker & Green. These firms offer expertise in middle-market healthcare, orthopedic-focused M&A, and healthcare legal and advisory services respectively.

What factors should be considered when selecting a financial planner for an Ortho & MSK practice transaction?

When selecting a financial planner for an Ortho & MSK practice transaction, consider their healthcare M&A experience, understanding of market dynamics such as private equity and strategic buyer payment structures, and their fee structure. It’s also important they demonstrate expertise in valuation optimization and effective deal structuring, especially in protecting physician equity through buyout provisions.

What is the typical fee structure for financial planners advising on Ortho & MSK practice transactions?

Financial planners advising on Ortho & MSK practice transactions typically charge fees ranging from 1% to 3% of the transaction value.