How to Sell a Concierge Health Practice: A Complete Guide

You’ve built a successful concierge medical practice, one where patients receive exceptional, personalized care. You’ve invested time, energy, and expertise into nurturing trusted relationships and building a strong business. Now, you may be thinking about your next chapter. Whether that’s retirement, a reduced schedule, or simply focusing more on patients and less on operations, a sale might be on the horizon.

Evergreen M&A was built especially for helping concierge medicine owners like you navigate a thoughtful, strategic exit, joint venture, or growth investment. In this comprehensive guide, we’ll walk you through every step of the process. You'll learn what to expect, how to prepare, and how to ensure you get the best outcome for your business, your patients, and your future.

Considering Selling Your Direct Care/Concierge Practice?

• Is now a good time to sell?
• What is my practice worth?
• What will the transition look like?
• How do I find a buyer who values my model of care?
• Will I need to stay involved after the sale?

Our team at Evergreen M&A is here to help you answer these questions and more.

Here’s what we offer:

Strategic Decision-Making: We help you assess timing, goals, and market dynamics.

Value Optimization: We help you position your practice to receive strong, competitive offers.

Buyer Matching: We introduce you to high-quality buyers who align with your care philosophy.

Full-Service Deal Management: From valuation to closing, we handle the heavy lifting so you can stay focused on care and your team.

Our Personalized Approach

Led by experienced healthcare M&A Advisors, Gary Behler and Hannah Huke, our team deeply understands the nuances of concierge medicine. We take the time to understand your story, your goals, and what kind of legacy you want to leave.

When you work with Evergreen M&A, you can expect:

Transparent Communication: We keep you informed every step of the way.

Industry Expertise: We’ve helped dozens of healthcare practice owners sell their practices for top value.

Efficiency & Discretion: We work quickly, quietly, and confidentially.

End-to-End Guidance: From strategy to execution to post-sale support—we’re there throughout.

The Complete Guide to Selling Your Concierge Health Practice

Here’s a step-by-step overview of the journey ahead:

Step 1: Evaluate Your Options

Selling your practice is a major decision. Some key questions to consider:

What is your timeline?
Planning to retire in 1–3 years? Looking to reduce your administrative burden? Do you want to continue seeing patients and helping the practice to grow? The earlier you begin, the more options you’ll have.

What’s happening in the market?
Concierge medicine is increasingly attractive to investors and consolidators, particularly practices with strong recurring revenue, multiple physicians and/or locations, and growth potential.

Why Sell Now?

• Attractive Multiples and a seller's market: Many practices sell for 6–10x EBITDA or higher.
• Operational Relief: Many buyers bring staffing and administrative resources.
• More Time for Medicine: A sale can let you focus purely on care—or scale back hours.
• Long-Term Financial Security: A sale unlocks wealth and creates new professional opportunities.

An important first step is getting a realistic valuation range for your business. This often signals for owners a good time to sell, or holding off to increase value through strategic growth initiatives. We are happy to provide a high level valuation range for your business - get in touch with Hannah Huke, Senior Advisor for Concierge Medicine, hannah@evergreenforfounders. 

Step 2: Build Your All-Star Team

To navigate the sale smoothly, you’ll want the right team:

1. M&A Advisor: An experienced advisor can set realistic value expectations, put you in touch with buyers that fit your vision and culture, negotiate throughout the process, keep every detail in check, and see you through to a successful close. The founders we work with see a significant increase in offer amounts and are able to focus on continuing to grow their business while we handle the entire process.
   
   
2. M&A Attorney: We recommend hiring an attorney with M&A experience, who is familiar with the specific type of contracts and negotiate legal terms - this will keep the deal on schedule as the old adage that "time kills all deals" is very true!
   
   
3. Wealth Advisor: They can help to manage and protect the proceeds from your sale with smart tax and investment planning.

Step 3: Prepare for Peak Performance

We’ll help you get your practice into top shape to attract the best offers:

Financial Prep: We organize your P&Ls, model your EBITDA, and highlight recurring revenue.

Operational Efficiency: We help identify improvements that could increase your bottom line.

First Impressions: From office upgrades to brand presentation, we help you shine for potential buyers.

Step 4: Match You with the Ideal Buyer

Finding the right buyer is essential for a smooth transition and long-term success. Here’s how we help:

Targeted Introductions: We focus on a select group of serious, qualified buyers who share your values and respect your patient-centered model.

In-Depth Vetting: We review buyers’ operational history, growth strategy, and cultural fit.

Offer Review: We walk you through each offer, helping you weigh compensation, structure, and future involvement.

Deal Negotiation: Our team negotiates every term to maximize your outcome.

Ultimately, we help you find a buyer who values your legacy—and pays accordingly.

Step 5: Seal the Deal with Confidence

We handle the closing process from A to Z:

Offer Review & Selection: We collaborate with you and your legal team to choose the best offer.

Organized Execution: We build the data room, coordinate with all parties, and move through diligence with care.

Integration Planning: We work with you and the buyer to build a seamless handoff for patients and staff.

Ongoing Support: We stay involved through closing and post-sale transitions.

Communication Strategy: When the Letter of Intent is signed, we help you prepare to share the news with your staff—honestly and professionally.

Start Your Next Chapter With Confidence

Selling your concierge medical practice is a big decision, but it doesn’t have to be overwhelming. With Evergreen M&A, you’ll have the expertise, support, and personalized strategy you need to reach the finish line successfully.

Curious what your practice could be worth? Ready to explore next steps? Schedule an introductory call directly on Gary’s calendar here, email gary@evergreenforfounders.com, or fill out the form below.