Congratulations! You’ve built a successful concierge health practice and have been considering a sale or growth investment. After all, valuations for concierge practices are rising. But your journey doesn’t have to end at the closing table. The traditional “sell and walk away” model is becoming a thing of the past. Today’s buyers often seek to retain former owners to ensure continuity, support growth, and maintain the high-touch service that defines concierge medicine. As a result, concierge practice owners now have a range of exciting post-sale roles to consider—roles that can maximize your financial rewards and let you continue making a positive impact on patient care.
At Evergreen M&A, we’ve advised numerous concierge health practice owners on their transactions and understand that each situation is unique. We recognize the dedication and vision you poured into building your practice and share your passion for personalized, patient-centered care. Your relationship with your patients and your team doesn’t have to end at closing. Our commitment extends beyond the deal: we’ll help you design a customized post-sale strategy that reflects your professional and personal objectives.
As you explore this article, feel free to schedule a consultation with our Senior Advisor, Hannah Huke. You can schedule directly on Hannah’s calendar or email her at hannah@evergreenforfounders.com.
Beyond the Sale: Crafting Your Next Chapter
The concierge healthcare M&A landscape is evolving rapidly. Strategic buyers value experienced leadership to preserve patient trust and operational excellence. This shift presents a unique opportunity to leverage your expertise—and remain a visible force in the practice you founded.
Post-Sale Roles for Concierge Health Practice Owners
Medical Director: Oversee clinical protocols, quality assurance, and patient safety. Provide hands-on leadership to ensure a seamless transition.
Chief Wellness Officer: Guide holistic care initiatives, develop new wellness programs, and maintain the personalized service model that distinguishes concierge medicine.
Patient Engagement Lead: Serve as a liaison with high-value patients, manage VIP relationships, and uphold the exceptional service standards that underpin loyalty and referrals.
Vice President of Clinician Development: Mentor physicians and staff on the concierge care model, share best practices, and help scale the practice’s premium service standards. Many platforms also have a medical school ambassador and mentorship program they need talented and experienced doctors to lead.
Benefits for You and the Buyer
Remaining engaged post-sale delivers clear advantages on both sides. Our team at Evergreen M&A will help you leverage these benefits in negotiations to secure stronger terms and a higher valuation.
- Reduced Risk: Your ongoing involvement preserves patient relationships and prevents service interruptions, leading to a smoother integration and faster return on investment, often translating into a more attractive financial package for you.
- Lower Transition Costs: Buyers save on recruiting, hiring, and training leadership or clinical staff.
- Continued Growth Potential: Your established reputation and patient trust can accelerate practice expansion, benefiting both the organization and your opportunity for performance-based compensation, as well as the value of your rolled equity.
- Higher Purchase Price: Demonstrating a commitment to the practice’s future encourages buyers to offer a premium multiple.
Structuring Your Ideal Post-Sale Arrangement
Not all post-sale engagements are created equal. Thoughtful negotiation of your involvement is critical:
- Scope & Responsibilities: Clearly define your role, whether strategic, clinical, or educational.
- Compensation Structure: Balance a base salary, consulting fees, and performance incentives tied to growth metrics. We work with clients to ensure these metrics are achievable.
- Term & Commitment: Determine an involvement timeline that suits integration needs and your personal aspirations.
Exploring Your Options
Choosing to stay involved after selling your concierge or direct primary care practice is a strategic decision. By partnering with an experienced M&A advisor like Evergreen M&A, you can craft a post-sale plan that secures your financial future, preserves your legacy of patient-centered care, and ensures the continued success of the practice you built.
Ready to explore your next steps?
Schedule a consultation with our Senior Advisor, Hannah Huke. You can schedule directly on Hannah’s calendar or email her at hannah@evergreenforfounders.com.
Why Evergreen M&A?