SovDoc provides specialized M&A advisory services for Speech & Occupational Therapy integrated practices seeking strategic growth, operational optimization, or preparation for sale. Whether you’re a multi-location practice considering expansion or exploring exit options, our industry-focused team delivers private equity-grade insights to maximize your practice value and ensure seamless transitions tailored to your unique goals.
Speech & Occupational Therapy Integration Market Overview
The M&A landscape for integrated Speech & Occupational Therapy practices is experiencing robust activity, with Q1 2025 recording 14 transactions – the highest volume since Q2 2022. Valuation multiples for medium-sized multi-location practices typically range from 6x to 9x EBITDA, while larger platform practices with strong ABA components can command multiples extending into the teens. Strategic buyers and secondary buyouts are increasingly dominating transaction activity, with three secondary buyouts recorded in Q1 2025 alone. Notable developments include Optimal Investment Group’s acquisition of Spectrum Behavioral Therapies, combining ABA, speech, and occupational therapy services.
Key Factors Driving Premium Valuations
Practice owners often underestimate the complexity of factors influencing their valuation in today’s market. Approximately 38% of existing private equity platforms have been held beyond the typical five-year ownership period, signaling imminent exit opportunities. While EBITDA remains a fundamental metric, sophisticated buyers are increasingly evaluating:
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Integration Maturity: Practices demonstrating seamless coordination between speech and occupational therapy services typically command 15-20% higher valuations
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Clinical Outcomes Tracking: Documented improvement metrics and outcomes-based care models significantly enhance buyer interest
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Staff Retention Rates: Practices with therapist retention rates above 85% are positioned for premium valuations
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Diversified Payer Mix: Reduced reliance on any single payer source mitigates perceived risk and bolsters valuation multiples
The most successful sale transactions occur when practices begin preparation 12-24 months before entering the market. Curious about what your practice might be worth in today’s market?
M&A ADVISORY
A trusted partner in delivering high-value M&A transactions and exit planning for healthcare organizations & private practices
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
- Build a compelling narrative with financial models & investor presentations
- Identify and prioritize strategic and financial buyers tailored to your goals
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Marketing
- Present teasers and distribute CIMs to targeted buyers under NDAs
- Gather and evaluate Indications of Interest (IOIs) to identify qualified prospects
02
Initial Engagement
- Facilitate initial buyer reviews and address questions about the opportunity
- Shortlist top buyers and begin preliminary deal negotiations
03
Due Diligence & LOI
- Conduct management presentations and finalize Letters of Intent (LOIs)
- Manage virtual data rooms (VDR) and coordinate due diligence efforts
04
Closing
- Negotiate final terms and oversee confirmatory due diligence
- Execute the purchase agreement and ensure a smooth transaction close
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Disclaimer: The steps or stages are based on investor demand and general market factors.