Verdira

Our Process

Our Process

Our Process

Clearly Structured. Precisely Executed.

We’re built to follow the same sequence each time. It starts with the first call, moves through diligence, valuation, and closing. After signing, the process goes directly into the first phase of operations. Each stage is prepared in advance so the transition stays clear, steady, and fully under control.

Clearly Structured. Precisely Executed.

Clearly Structured. Precisely Executed.

STEP 1

Initial Briefing

A focused conversation to set goals, timing, and requirements for the deal.

Identify clinical, operational, and legal constraints

Define documents and data required to start diligence

Confirm decision-makers and signing authority for the transaction

Confirm whether the process moves forward

STEP 1

Initial Briefing

A focused conversation to set goals, timing, and requirements for the deal.

Identify clinical, operational, and legal constraints

Define documents and data required to start diligence

Confirm decision-makers and signing authority for the transaction

Confirm whether the process moves forward

STEP 1

Initial Briefing

A focused conversation to set goals, timing, and requirements for the deal.

Identify clinical, operational, and legal constraints

Define documents and data required to start diligence

Confirm decision-makers and signing authority for the transaction

Confirm whether the process moves forward

STEP 2

Structured Due Diligence

We review all key areas without interrupting daily operations.

Clinical standards, protocols, and patient flow

Financial records, revenue systems, and reporting accuracy

Licensing, credentialing, and regulatory compliance

Operational stability, vendor relationships, and reputation safeguards

STEP 2

Structured Due Diligence

We review all key areas without interrupting daily operations.

Clinical standards, protocols, and patient flow

Financial records, revenue systems, and reporting accuracy

Licensing, credentialing, and regulatory compliance

Operational stability, vendor relationships, and reputation safeguards

STEP 2

Structured Due Diligence

We review all key areas without interrupting daily operations.

Clinical standards, protocols, and patient flow

Financial records, revenue systems, and reporting accuracy

Licensing, credentialing, and regulatory compliance

Operational stability, vendor relationships, and reputation safeguards

STEP 3

Valuation & Terms

We set deal economics and structure using a defined framework.

Set valuation criteria and underwriting standards in advance

Use jurisdiction-specific structuring (CPOM, MSO/PLLC, Non-CPOM)

Deliver terms in enforceable, plain language

Confirm all terms are cleared before financing is finalized

STEP 3

Valuation & Terms

We set deal economics and structure using a defined framework.

Set valuation criteria and underwriting standards in advance

Use jurisdiction-specific structuring (CPOM, MSO/PLLC, Non-CPOM)

Deliver terms in enforceable, plain language

Confirm all terms are cleared before financing is finalized

STEP 3

Valuation & Terms

We set deal economics and structure using a defined framework.

Set valuation criteria and underwriting standards in advance

Use jurisdiction-specific structuring (CPOM, MSO/PLLC, Non-CPOM)

Deliver terms in enforceable, plain language

Confirm all terms are cleared before financing is finalized

STEP 4

Financing & Guarantees

Capital and protections are secured before closing.

Obtain lender approval and confirm payment structure

Address financing requirements, including guarantees where applicable

Clear all lender or regulatory conditions

Ensure protections are in place before final execution

STEP 4

Financing & Guarantees

Capital and protections are secured before closing.

Obtain lender approval and confirm payment structure

Address financing requirements, including guarantees where applicable

Clear all lender or regulatory conditions

Ensure protections are in place before final execution

STEP 4

Financing & Guarantees

Capital and protections are secured before closing.

Obtain lender approval and confirm payment structure

Address financing requirements, including guarantees where applicable

Clear all lender or regulatory conditions

Ensure protections are in place before final execution

STEP 5

Transition Design

We translate agreements into a structured process that keeps operations steady.

Define business authority separately from clinical authority

Set Day 0 actions and system transfers in advance

Staff, vendor, and patient communications are managed through one channel

Sequence integrations to maintain operational order

STEP 5

Transition Design

We translate agreements into a structured process that keeps operations steady.

Define business authority separately from clinical authority

Set Day 0 actions and system transfers in advance

Staff, vendor, and patient communications are managed through one channel

Sequence integrations to maintain operational order

STEP 5

Transition Design

We translate agreements into a structured process that keeps operations steady.

Define business authority separately from clinical authority

Set Day 0 actions and system transfers in advance

Staff, vendor, and patient communications are managed through one channel

Sequence integrations to maintain operational order

STEP 6

Closing & Operational Execution

Control transfers exactly as prepared. Operations continue without pause.

Execute final agreements and compliance checks

Transfer systems, accounts, and communications

Confirm transfer against the transition plan

Begin immediate post-close oversight under Verdira’s model

STEP 6

Closing & Operational Execution

Control transfers exactly as prepared. Operations continue without pause.

Execute final agreements and compliance checks

Transfer systems, accounts, and communications

Confirm transfer against the transition plan

Begin immediate post-close oversight under Verdira’s model

STEP 6

Closing & Operational Execution

Control transfers exactly as prepared. Operations continue without pause.

Execute final agreements and compliance checks

Transfer systems, accounts, and communications

Confirm transfer against the transition plan

Begin immediate post-close oversight under Verdira’s model

Post Closing

From Day 1, Verdira oversight is in place. Operations keep running, physicians retain authority over clinical standards, and systems are stabilized step by step.

Post Closing

From Day 1, Verdira oversight is in place. Operations keep running, physicians retain authority over clinical standards, and systems are stabilized step by step.

Post Closing

From Day 1, Verdira oversight is in place. Operations keep running, physicians retain authority over clinical standards, and systems are stabilized step by step.