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
Deal economics and structure are set using a defined framework.
Valuation criteria and underwriting standards set in advance
Jurisdiction-specific structuring: MSO/PC where required, direct ownership where permitted
Terms delivered in enforceable, plain language
All terms confirmed before financing is finalized
STEP 5
Transition Design
Agreements translate into a structured process that keeps operations steady.
Business authority defined separately from clinical authority
Decision rights, escalation paths, and sign-off authority locked before close
Staff, vendor, and patient communications managed through one channel
Integrations sequenced to maintain operational order
