The Method: How a Private Practice Sale Actually Works
Whether you’re ready to retire or simply tired of carrying the weight of the whole practice on your shoulders, the ending you deserve is the same: full value for a life’s work, and clients who land in hands as careful as yours. Here is the deliberate, six-step method that gets you there — with no listing, no auction, and no fee to you at any step.
Know what your practice is truly worth
Before anything else, we underwrite your practice the way serious buyers do — recurring revenue quality, growth, client demographics, concentration — and give you a defensible valuation range. Not a rule of thumb. Not a guess. Nothing becomes a listing.
Design your transition before you meet a single buyer
Full exit, chips off the table, or a slow step-back — we align on the structure that fits your goals, your timeline, and the future you want for your clients, so you walk into every conversation from a position of clarity.
Strengthen your position
We show you the one or two things that would move your number and your leverage — the gaps buyers quietly discount — while there’s still time to address them. Preparation is what separates a good outcome from a great one.
Meet two or three curated buyers — maximum
We privately introduce you, by name and under NDA, to a short list of established acquirers screened for fit with your clients and your values. Enough competition to command full value. Never enough exposure to put your legacy at risk.
Structure the deal with discipline
We support you through terms, deal structure, and the details that decide your net outcome — cash at close, retention arrangements, taxes — with your own attorney and tax advisor alongside. The buyer carries our fee at close.
Protect your clients through the transition
The handoff is where legacies are kept or lost. We plan a deliberate transition designed to keep your clients — and the trust you spent decades earning — intact. Advisors with structured succession plans have retained up to 90% of clients post-transition.¹
Why every step costs you nothing
We’re compensated by the acquiring firm only after a successful close — never by you, and never by any seller. No valuation fee, no listing fee, no success fee. Most transitions close within 6–12 months from introduction, depending on structure and how prepared you are. See the full fee comparison →
¹ Cerulli Associates. Educational estimate; not a guarantee of retention or outcome.