High-Value Advisory
Clean EBITDA Adds $500K to Your Practice Valuation
Whether you're selling to a corporate group, transitioning to an associate, or planning your eventual retirement — buyers demand 3 years of impeccable financials. The time to start is now, not 6 months before the sale.
Start Your Exit PrepWhat Exit Prep Includes
The Financial Foundation Buyers Demand
Normalized EBITDA
We clean your financials of personal expenses, one-time costs, and owner perks that distort your true earnings. This is the number that determines your multiple — and your sale price.
3-Year Financial Package
Standardized P&L, balance sheet, and cash flow statements formatted for buyer due diligence. No surprises, no "let me find that receipt."
Revenue Stream Analysis
Revenue broken down by service line, provider, and payer type. Buyers want to see diversified income — not a practice dependent on one DVM or one service.
KPI Trend Documentation
Revenue per FTE DVM, active client trends, average transaction charge, and staff cost ratios — all tracked over time to demonstrate practice health trajectory.
The Reality
When to Start Exit Prep
3+ Years Before Sale ✓ Ideal
Enough time to clean financials, build clean EBITDA history, optimize KPIs, and maximize valuation. You sell from a position of strength.
1–2 Years Before Sale ⚠️ Tight
Possible but requires aggressive cleanup. Some historical data gaps may be unavoidable. Leaves less time for KPI optimization.
Less Than 1 Year 🔴 Emergency
Crisis mode. Buyers will discount your valuation for messy financials. Every month of delay costs you negotiating leverage. Start immediately.
Your Future Sale Price Starts Today
Clean financials aren't built overnight. Let's start building the financial foundation that maximizes your practice's value — whether you're selling in 2 years or 20.
Schedule a Discovery Call