Our acquisition process is built to be straightforward and respectful. We value confidentiality, clear communication, and careful transition planning to protect operations and preserve the founder’s legacy.
We start with a confidential conversation to understand your goals, timeline, and sensitivities. No public filings, no pressure — just facts and mutual fit.
High-level review of financials, census, key contracts, and major compliance items. This lets us produce a fair indicative offer quickly.
If the fit is there, we provide an indicative offer that outlines the proposed structure and main terms so you can evaluate next steps.
Confirmatory diligence, deeper operational and compliance reviews, and final approvals. We work quickly and collaboratively to limit disruption.
We execute a carefully managed closing and transition plan — handling owner handoff, staff communication, and care continuity with respect and transparency.