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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

Our Valuation Services

Selling or finding a partner for your medical practice is a major decision. At SovDoc, we specialize in sell-side advisory for physicians like you. We help you explore all options, whether you’re seeking to exit fully or partially by partnering with Management Services Organizations (MSOs). Our team helps you think through your goals for selling your practice.

A foundational element in this preparation is obtaining a thorough medical practice valuation. SovDoc provides expert valuation services to accurately determine the realistic value of medical practice in today’s market. This gives you a clear starting point and fair expectations as you move towards a sale.

Understanding your practice’s current market position is the first step toward a successful transition. 

Navigating the Sale with SovDoc

As your dedicated medical practice broker and M&A advisor, SovDoc offers comprehensive support. We guide you through each step of a potential medical practice acquisition.

Here’s how SovDoc’s M&A Advisory services support your sale:

SovDoc Service How We Support Your MSO Partnership or Sale
Valuation Advisory We perform deep financial and operational analysis for market-driven enterprise value and detailed seller proceeds scenarios, specifically adjusted for MSO deal structures.
MSO Buyer Targeting Using our proprietary database of MSOs across specialties, we expertly match your practice with aligned buyers offering strategic fit and premium valuations.
Process Management We offer turnkey execution for your medical practice acquisition or partnership. This includes creating financial models, marketing materials, and managing the process through due diligence to the final agreement.
Negotiation Expertise Our team leverages experience from over $25 billion in M&A transactions to skillfully structure earnouts, minority recapitalizations, and integration pathways, aiming to preserve your clinical autonomy and maximize your upside.
Post-Close Support We facilitate a smooth handoff to the MSO partner. This includes assistance with infrastructure alignment, revenue cycle transition, and cultural onboarding.

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

The landscape of Healthcare M&A is always changing, with groups like private equity medical practice firms becoming more active. SovDoc’s deep understanding of these market trends, buyer motivations, and deal structuring ensures you are well-positioned. Our expertise helps you navigate these complexities effectively, aiming for your desired outcome from the sale.

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.

Call:
(551) 404-4064