A proven path from first conversation to final close.
Selling a practice is often a once-in-a-career decision. Our process is designed to maximize value, maintain confidentiality, and create competitive tension among qualified buyers—while allowing you to remain focused on your patients and practice.
The Engagement
Six phases, one outcome you're proud of
Every engagement is tailored, but the underlying discipline never changes. Here's what working with Grand Round Partners looks like.
Discovery & Valuation
We start by understanding your goals — financial, personal, and professional. We dig into your financials, normalize earnings, and deliver a clear, defensible view of what your practice is worth in today's market. You leave this phase knowing your realistic range before anyone else weighs in.
Preparation & Positioning
We build the materials that make buyers take you seriously: a confidential information memorandum, a clean financial package, and a compelling growth narrative. We anticipate diligence questions now so there are no surprises later — and so your practice is presented at its strongest.
Confidential Marketing
We approach a curated list of qualified, well-capitalized buyers under strict confidentiality. Your name stays protected until you choose to reveal it. By bringing multiple buyers to the table at once, we create the competitive tension that drives value.
Offers & Negotiation
As indications of interest arrive, we help you compare them on more than price — structure, rollover equity, employment terms, and cultural fit all matter. We negotiate aggressively on your behalf and guide you to a letter of intent with the right partner.
Due Diligence
Once under LOI, we quarterback the diligence process — coordinating your advisors, managing information flow, and keeping momentum so the deal doesn't drift. Our preparation in Phase 2 pays off here: fewer surprises, fewer re-trades, a smoother path to signing.
Documentation & Close
We coordinate closely with your legal counsel to finalize transaction documents, negotiate final terms, and navigate the closing process. For clients who need legal representation, we maintain relationships with experienced healthcare M&A attorneys and can help assemble the right advisory team. Our goal is a smooth closing and an exceptional outcome.
What Stays Constant
Three things you can count on at every phase
Confidentiality
Your staff, patients, referral sources, and competitors stay in the dark until you decide otherwise.
Communication
Regular, candid updates from a partner — no jargon, no surprises, no waiting days for a callback.
Control
You make every major decision. We advise, negotiate, and execute — but it's always your deal.