Consulting
Consulting services at a glance
A quick reference of where we plug in, who we work with, and the typical engagement shape. Scroll for the full breakdown below.
| Practice | Best for | Typical engagement | Outcome |
|---|---|---|---|
| M&A Advisory | Owners exiting or operators acquiring | 3–6 months | Closed transaction, fair terms |
| Integration & Operations | Post-deal & multi-site groups | 60–120 days | One stack, lower overhead |
| Creative Problem Solving | Non-textbook challenges | Sprint or retained | Workable path forward |
| Growth Strategy | Plateaued or scaling businesses | Quarterly cadence | Plan your team can execute |
The problems we get called for
Most owners aren't stuck for lack of effort.
They're stuck for lack of perspective.
Stuck operations, flat growth
Revenue plateaued, margins compressing, and the team is too close to the problem to see the path forward.
Buying or selling a business
Owners face once-in-a-lifetime transactions without an objective partner to value, structure, and negotiate the deal.
Disconnected systems and teams
Multiple locations, EMRs, payroll systems, and vendors that don't talk to each other — costing time, money, and morale.
Hiring and retention bleed
Constant turnover, slow time-to-fill, and a leadership bench that isn't ready for the next stage of growth.
What we do
Four practices. One senior team.
Whether you're preparing to exit, integrating an acquisition, or rethinking a business model that's run out of road — engagements are scoped to your outcome, not a retainer clock.
M&A Advisory
Valuation, deal sourcing, due diligence, and negotiation support for owners exiting and operators acquiring. We sit on your side of the table — not the broker's.
- Practice and clinic acquisitions
- Sell-side prep & buyer outreach
- Quality of earnings & diligence
- Deal structure & transition planning
Integration & Operations
Bringing acquired entities, locations, or service lines under one operational roof — without breaking what's working.
- Post-merger integration roadmaps
- EMR, billing, and HRIS consolidation
- Standardized SOPs across sites
- Leadership and reporting structures
Creative Problem Solving
For challenges that don't have a textbook answer — new service lines, unconventional partnerships, regulatory grey zones, or stubborn operational drag.
- New revenue model design
- Joint ventures & strategic partnerships
- Service line launches
- Turnaround & restructuring
Growth Strategy
Translating ambition into a quarter-by-quarter operating plan your team can actually execute against.
- Market entry & expansion analysis
- Pricing and payer mix optimization
- KPI design and operating cadence
- Capital strategy and lender relations
Selected work
Real problems. Measurable outcomes.
Positioned a 3-location practice for a strategic exit at 1.7× initial valuation.
Repackaged financials, normalized owner add-backs, ran a controlled buyer process with five qualified bidders, and closed in under six months.
Consolidated two acquired clinics onto a single EMR and back-office stack in 90 days.
Mapped workflows, retrained staff, retired duplicate vendors, and cut overhead 22% while improving patient throughput.
Reversed an 18-month revenue decline by rebuilding the referral and scheduling engine.
Replaced a fragmented intake process, renegotiated three payer contracts, and stood up a weekly operating review the owners actually use.
Guided a clinician-owner through their first acquisition — diligence to day-90 plan.
Sourced two off-market targets, ran diligence, structured seller financing, and built the integration plan before the wire ever cleared.
Engagement details summarized for confidentiality. Specific references available under NDA.
How we work
Senior in the room. Always.
Operator-led
We've sat in the owner's chair. Every recommendation is something we'd execute ourselves.
Independent
No referral kickbacks, no preferred vendors. Our only loyalty is to your outcome.
Outcomes, not decks
We measure ourselves on revenue, valuation, and retention — not slides delivered.
What clients say
Quiet work. Loud results.
Names and identifying details are withheld out of respect for our clients' confidentiality. Specifics available on request under NDA.
6 client stories
"We came in expecting a brokered process and got a true advisor. They restructured our owner add-backs, ran a quiet five-buyer process, and walked us through every term sheet line by line. We closed at a number we honestly didn't think was on the table."
Owner & Medical Director
3-location specialty practice · Sell-side
"Two acquisitions in eighteen months and we were drowning in duplicate vendors and clashing workflows. They built the integration plan in two weeks and ran point with our team until everything was on one stack. Overhead dropped without anyone losing their mind."
Chief Operating Officer
Multi-site healthcare group · Post-merger integration
"Revenue had been sliding for over a year and we couldn't see why. They diagnosed it inside a week — broken intake, three underperforming payer contracts, and no operating cadence. Nine months later we were running at our highest collections ever."
Practice Owner
Specialty practice · Turnaround
"First-time buyer, no idea what I didn't know. They sourced two off-market targets, ran the diligence, structured seller financing, and handed me a 90-day plan before the wire even cleared. Worth every dollar — and then some."
Clinician-Owner
First acquisition · Buy-side advisory
"We had a service line idea that didn't fit anywhere on the org chart. They helped us model it, structure a JV with a regional partner, and launch it inside two quarters. It's now a meaningful contributor to the bottom line."
President
Regional health services company · New service line
"Direct, candid, and refreshingly free of consulting jargon. They told us what to fix, helped us fix it, and didn't try to extend the engagement once the work was done. We'll use them again the next time something hard lands on our desk."
Founder & CEO
Behavioral health group · Operations & growth
Strategy intake
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