Clinic M&A Advisory

Sell Your Med Spa for Top Dollar.
We Know the PE Buyers.

We are buyers and sellers — and we assist with all M&A and due diligence. Our team holds MBA and JD degrees and has operated the clinics, med spas, and telehealth platforms you run. We know what PE groups are paying, who is actively acquiring, and how to position your practice to command the highest multiple.

~$2,500

per patient — valuations we've seen PE groups pay

Buy & Sell

active on both sides of every transaction

MBA + JD

credentials on every deal — financial & legal

Off-Market

access to deals that never hit a listing

Separate from supply — M&A advisory is available to any licensed medical practice, whether or not you use our portal.

Full-Service Advisory

We've Been on Both Sides of the Table

Most M&A advisors are brokers who've never operated a clinic. We've owned and operated the practices you run — and we've sat across the table from the PE groups buying them. That's a different kind of advisory.

Sell-Side Advisory

Selling Your Practice

Confidential valuation — we assess your practice honestly

Positioning strategy to maximize your multiple

Warm introductions to PE groups actively acquiring

Negotiation support through LOI and close

We've seen valuations around $2,500/patient — we know how to get you there

Buy-Side Advisory

Acquiring a Practice

Off-market deal sourcing through our operator network

Full due diligence — financial modeling, legal review, compliance audit

Transaction structuring that protects you legally and financially

Post-acquisition integration support

Access to deals that never hit a listing or broker platform

Why Work With Us

We're Not Brokers.
We're Operators Who've Done This.

15+ years litigating against pharmaceutical companies — and we've owned the med spas, clinics, and telehealth platforms you operate. When we say we know what PE groups are paying, it's because we've been in those rooms.

JD CredentialsMass-tort litigation background means we understand the legal architecture of every deal — and we protect you from the clauses that bite sellers later.
MBA CredentialsFinancial modeling, EBITDA normalization, and valuation positioning — we build the story that gets you the multiple you deserve.
Operator BackgroundWe've run what you run. We know what PE groups look for, what they discount, and how to present your practice in the best possible light.
Direct PE RelationshipsNo cold outreach. We have direct relationships with the private equity groups actively acquiring med spas and weight loss clinics right now.

The Process — Sell Side

1

Confidential valuation call

We assess your practice, patient count, and EBITDA

2

Positioning strategy

We build the narrative that maximizes your multiple

3

Buyer introductions

Warm intros to PE groups and strategic acquirers

4

Due diligence & close

Full support from LOI through final close

Clinic Types We Work With

Med SpasWeight Loss ClinicsGLP-1 PracticesTelehealth PlatformsMulti-Location GroupsAesthetic PracticesHormone ClinicsIV Therapy Centers

Valuation note: We've seen PE groups pay approximately $2,500 per patient under the doctor's care. The right positioning, the right buyer, and the right timing can get you there — or above it.

The Advisory Team

A Full Bench of Professionals
Behind Every Transaction

We don't hand you off to a junior associate. Every deal is supported by a coordinated team of attorneys, tax professionals, bankers, and operators — each with direct experience in medical practice transactions.

JD / MBA Attorneys

Dual-credentialed attorneys who handle deal structure, purchase agreements, reps & warranties, and post-close obligations — with the financial fluency to negotiate terms, not just review them.

CPA & Tax Counsel

Certified public accountants with IRS experience who normalize your EBITDA, structure the transaction for maximum after-tax proceeds, and identify every available deduction before close.

Puerto Rico Tax Strategy

We help qualifying sellers leverage Act 60 (formerly Acts 20 & 22) to dramatically reduce capital gains exposure on the sale — a strategy most brokers never mention and few understand.

Tax Mitigation Strategies

Through our law firms and consulting partners, we structure installment sales, opportunity zone reinvestment, charitable remainder trusts, and other vehicles to protect your exit proceeds.

Investment Bankers

We know the bankers — and the private equity groups actively acquiring med spas and weight loss clinics right now. No cold outreach. Warm introductions to buyers who are ready to move.

PE & Strategic Buyers

Direct relationships with the private equity firms and strategic acquirers in this space. We know what they're paying, what they're discounting, and how to position your practice to command the highest multiple.

Exit Tax Mitigation Is Part of the Deal

Most sellers focus on the headline number — and leave significant money on the table in taxes. Our team works with you before close to implement strategies through our law firms and consulting partners that can materially reduce your federal and state tax burden, including Puerto Rico Act 60 for qualifying sellers.

Ask About Tax Strategy

Previous Sales & Client Success

Outcomes We've Helped Deliver

Every engagement is confidential. These representative case studies reflect the types of outcomes our advisory team has helped clients achieve — across telehealth platforms, established med spas, and high-volume weight loss practices.

TeleMed Platform ExitSell-Side Advisory

Multi-State Telehealth Platform — Successful Exit at a Strong Valuation Multiple

A multi-state telehealth operator prescribing compounded GLP's to thousands of active patients engaged our team for sell-side advisory after receiving an unsolicited offer they suspected was below market.

Key Outcomes

Repositioned the practice narrative around patient retention and recurring revenue — not just patient count

Introduced three competing PE buyers, creating a structured process that drove the final price materially above the initial offer

Structured the transaction to include an earnout tied to post-close patient retention, protecting the seller's upside

Coordinated exit tax strategy through our law firm partners prior to close

Established Med SpaSell-Side + Recapture

Weight-Loss Clinic Patient Recapture — 3× Revenue Lift Before Sale

A single-location weight loss clinic with a large dormant patient list was preparing for sale. Our team identified that reactivating lapsed GLP's patients before going to market would materially increase the practice's trailing revenue — and therefore its valuation.

Key Outcomes

Implemented a structured patient recapture program targeting patients who had discontinued GLP's therapy in the prior 12 months

Reactivated a significant portion of the dormant list within 90 days, tripling monthly recurring revenue from that cohort

Elevated the trailing twelve-month revenue figure used in the buyer's valuation model

Sold the practice at a multiple reflecting the improved revenue trajectory — not the pre-recapture baseline

High-Volume ProviderM&A + Portal Integration

Seamless Acquisition & Portal Continuity for High-Volume GLP's Provider

A PE-backed acquirer purchasing a high-volume GLP's practice needed assurance that the target's compounding supply chain would survive the ownership transition without disruption to patient care. Our team coordinated the supply-side due diligence, confirmed portal transferability, and ensured the acquiring entity was NPI-verified and ordering within 48 hours of close.

Zero supply disruption through ownership transition.

Multi-Location GroupBuy-Side Advisory

Off-Market Acquisition of Complementary Aesthetic & Weight Loss Practice

A multi-location med spa group sought to expand into medical weight management without building a de novo program. We sourced an off-market acquisition target through our operator network — a single-location weight loss clinic with an established patient base and compliant prescribing infrastructure — and structured a transaction that closed in under 90 days.

Off-market deal. Closed in under 90 days.

Telehealth OperatorTax Strategy + Exit

Exit Tax Mitigation Strategy Preserved Material After-Tax Proceeds

A telehealth founder preparing for a significant exit engaged our team specifically for tax strategy. Working with our law firm and CPA partners, we implemented a combination of installment sale structuring and Puerto Rico Act 60 planning that materially reduced the seller's effective tax rate on the transaction proceeds — a strategy the seller's prior broker had never raised.

Tax strategy raised net proceeds — not just the headline number.

Confidential — No Obligation

Ready to Explore Selling Your
TeleMed Platform or Practice?

Start with a confidential valuation call. We'll give you an honest assessment of what your practice is worth, who the right buyers are, and what it would take to get you the multiple you're looking for — with no commitment and no pressure.

All case studies above are representative and anonymized. Past outcomes are not a guarantee of future results. Advisory services are provided through our affiliated law firms and consulting partners.

Practice Valuation Estimator

What Is Your Practice Worth
to a PE Buyer Today?

Answer a few quick questions and get a ballpark valuation range — based on the same inputs our MBA + JD team uses when positioning practices for sale. No commitment, no personal data required.

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What type of practice are you looking to sell?

Valuation methodology differs between telehealth platforms and brick-and-mortar practices. Select the model that best describes your operation.

~$2,500/patient — PE valuations we've seen
MBA + JD credentials on every deal
All 50 states — buy-side & sell-side

Common Questions

M&A Advisory FAQ

Do I need to be a portal client to use M&A advisory?

No. M&A advisory is completely separate from our supply portal. Any licensed medical practice can engage us for buy-side or sell-side advisory — no portal relationship required.

How is your valuation different from a broker?

Most brokers apply a generic multiple to your EBITDA. We build the full story — patient count, retention rates, service mix, growth trajectory — and position your practice to command the highest multiple from the right buyer.

What types of buyers do you work with?

Primarily private equity groups actively acquiring med spas, weight loss clinics, and telehealth platforms. We also work with strategic acquirers — larger clinic groups looking to expand their footprint.

How long does a typical transaction take?

From initial valuation call to close, most transactions take 3–6 months. The timeline depends on deal complexity, buyer due diligence requirements, and how quickly you can provide financial documentation.

Can you help me acquire a practice, not just sell?

Yes. We source off-market deals through our operator network, run full due diligence, and structure transactions that protect you legally and financially. Buy-side advisory is a core part of what we do.

Confidential — No Obligation

Ready to Find Out What
Your Practice Is Worth?

Start with a confidential valuation call. No commitment, no pressure — just an honest assessment of what your practice is worth and what it would take to get you the multiple you're looking for.