I assist practice owners with a range of services related to valuation, acquisitions, and successful practice transitions.

My services include:
- Certified practice valuations (for buyers or sellers)
- Practice brokerage
- Merger & acquisition analysis (for buyers or sellers)
- Partner compensation plan development
- Sale preparation consulting

I am one of the few consultants in the U.S. who focuses only on medical practices and who is a Certified Valuation Analyst (CVA) with the National Association of Certified Valuators and Analysts. My CVA certification qualifies me to prepare valuation reports accepted by the Small Business Administration (SBA) for lending purposes and by the Internal Revenue Service (IRS) for matters such as estate and gift tax filings.

I prioritize clear communication, uncompromising confidentiality, and customized strategies tailored to the specific goals of each client. Having built trusted relationships within the healthcare industry, I also collaborate with other experienced professionals to offer clients a full range of services when needed.

Whether you are exploring the sale of your practice, preparing for a future transition, or seeking a certified valuation, I strive to deliver practical, personalized advice that helps you make informed decisions.

Experienced in but not limited to the following services and sectors. Contact for a full list.