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M&A ADVISORY

A trusted partner in delivering high-value M&A transactions and exit planning for healthcare organizations & private practices

Deal Negotiation & Closing Support

SovDoc provides expert deal negotiation & closing support. We cover healthcare employment agreement review, medical practice acquisition negotiation, healthcare partnership agreement terms, and more.

Curious about your practice’s value? Request a Complimentary Value Estimate →

Strategic Negotiation for the Best Deals

Here’s how SovDoc supports you:

SovDoc Support Area Key Focus & Benefits Relevant For
LOI Negotiation Optimize headline valuation, earnouts, non-competes, rollover equity. Medical practice acquisition negotiation, Physician group merger negotiation
Legal & Diligence Coordination Quarterback buyer requests, legal counsel, diligence responses. Smooth process. Healthcare partnership agreement terms, Healthcare facility contract terms
Buyer Management Vet & prioritize offers, lead meetings, drive competitive tension for better terms. Medical practice acquisition negotiation, Optimal valuations
Specialized Contract Review Expert healthcare employment agreement review; non-compete clause negotiation specialists. Physician contract negotiation services, Specialty practice compensation negotiation
Valuation & Closing Oversight Accurate medical practice valuation services; Clean document execution, post-close payment management, white-glove integration. All healthcare transactions, Fair value, Seamless transition
Healthcare Contract Legal Consulting Comprehensive legal advice on all contract terms. Compliance, Risk mitigation in healthcare facility contract terms, physician group merger negotiation

 

Align your buyer strategy to your goals. Schedule a Buyer Strategy Consultation →

For more information on selling your practice explore our expert M&A Advisory Services.

M&A Advisory

SovDoc delivers full-service M&A advisory tailored to maximize value and streamline the process.

Detailed Financial Projections

Bespoke Acquisition Strategies

Buyer Targeting and Outreach

Confidential Information Memorandums

Teaser Documents

Data Room Management

Indications of Interest (IOIs)

Letters of Intent (LOIs)

Facilitation of Management Presentations

Deal Negotiation and Closing Support

Our M&A Playbook

Simplifying the M&A process to delivery value-driven results

Preparation

  1. Build a compelling narrative with financial models & investor presentations
  2. Identify and prioritize strategic and financial buyers tailored to your goals

01

Marketing

  1. Present teasers and distribute CIMs to targeted buyers under NDAs
  2. Gather and evaluate Indications of Interest (IOIs) to identify qualified prospects

02

Initial Engagement

  1. Facilitate initial buyer reviews and address questions about the opportunity
  2. Shortlist top buyers and begin preliminary deal negotiations

03

Due Diligence & LOI

  1. Conduct management presentations and finalize Letters of Intent (LOIs)
  2. Manage virtual data rooms (VDR) and coordinate due diligence efforts

04

Closing

  1. Negotiate final terms and oversee confirmatory due diligence
  2. Execute the purchase agreement and ensure a smooth transaction close

05

Disclaimer: The steps or stages are based on investor demand and general market factors.

Driving Growth for Healthcare Practices and Organizations

Empowering you to achieve sustainable success with clarity and precision.

Grow With SovDoc

Call:
(551) 404-4064

Transforming Practices. Maximizing Value.

Connect

Growth Advisory

Mergers & Acquisitions

Contact Us

Contact Us

(551) 404-4064

support@sovdoc.com

Book Free Consultation

Ready to Scale or Sell Your Healthcare Practice?

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. SovDoc is not a registered broker-dealer, and Finalis Securities LLC and SovDoc are
separate, unaffiliated entities.
 

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SovDoc.com (the “SovDoc Website”) is a website operated by SovDoc, a privately held Wyoming incorporation. SovDoc provides financial and strategic consulting services, mergers and acquisitions services, fairness opinions, etc.

Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and SovDoc along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.