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.
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.
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.
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?
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:
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.
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.