Selecting the Right Financial Planner for Your Plastic Surgery Practice Transaction
Plastic surgery practices face unique valuation challenges due to their elective procedure mix, high-margin aesthetic services, and often complex multi-location operations. Having a specialized financial planner who understands these nuances can mean the difference between a 3x and 5x EBITDA multiple on your practice sale.
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Top Financial Planning Firms Specializing in Plastic Surgery
1. TREP Advisors
Headquarters: Not publicly disclosed
Service Area: National
Website: trepmd.com
2. TM Capital
Headquarters: New York, NY
Service Area: National
Website: tmcapital.com
3. Sheridan Capital Partners
Headquarters: Miami, FL
Service Area: National
Website: sheridancapital.com
4. Healthcare Investment Banking (HIB)
Headquarters: Chicago, IL
Service Area: National
Website: healthcareinvestmentbanking.com
5. Provident Healthcare Partners
Headquarters: Boston, MA
Service Area: National
Website: providenthp.com
How to Select the Right Financial Planner for Your Plastic Surgery Practice Transaction
Start by evaluating each firm’s track record with multi-location aesthetic practices and their understanding of EBITDA normalization for elective procedures. Request references from plastic surgery practice owners who have completed transactions in the past 18 months, and compare fee structures carefully—expect to pay 2-5% of transaction value plus potential upfront retainers.
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Frequently Asked Questions
Why is it important to have a specialized financial planner for plastic surgery practice mergers and acquisitions?
Plastic surgery practices have unique valuation challenges due to their elective procedure mix, high-margin aesthetic services, and often multi-location complexity. A specialized financial planner understands these nuances and can significantly impact the transaction multiple, potentially achieving a 3x to 5x EBITDA multiple on the practice sale.
Which financial planning firms specialize in plastic surgery practice mergers and acquisitions?
Top firms specializing in this area include TREP Advisors, TM Capital, Sheridan Capital Partners, Healthcare Investment Banking (HIB), and Provident Healthcare Partners.
What criteria should be used to select the right financial planner for a plastic surgery practice transaction?
Evaluate the firm’s track record with multi-location aesthetic practices, their understanding of EBITDA normalization for elective procedures, request references from recent plastic surgery practice transactions, and compare fee structures, which typically range from 2-5% of the transaction value plus possible upfront retainers.
Where are some of the top financial planning firms for plastic surgery practice transactions headquartered?
TM Capital is headquartered in New York, NY; Sheridan Capital Partners in Miami, FL; Healthcare Investment Banking in Chicago, IL; and Provident Healthcare Partners in Boston, MA. TREP Advisors’ headquarters are not publicly disclosed.
What fees can plastic surgery practices expect when hiring a financial planner for their practice sale?
Expect to pay between 2-5% of the transaction value plus potential upfront retainers when engaging a financial planner specialized in plastic surgery practice mergers and acquisitions.
