- Week 1: confidential call. We talk through your accounts in general terms. No names yet.
- Week 1 to 2: NDA and numbers. You share revenue by account and contract terms.
- Week 2 to 3: written offer. Price, how much is paid at closing, and how the rest is paid.
- Week 3 to 5: signing. A purchase agreement for the accounts, reviewed by your lawyer.
- Week 4 to 6: client introductions. We call each client together. You explain why, we explain what stays the same.
- Week 5 to 8: data and handover. Claim history, payer setups and records move under new business associate agreements. New claims start with us.
- Week 6 to 10: parallel run. Your team finishes claims already in flight, or we take them over, as agreed.
- After closing: payments tied to client retention, on the schedule in the agreement.
Who keeps collections on claims from before the transfer is agreed up front. See A/R in an account transfer.
This is general information, not legal, tax or valuation advice. Talk to your own lawyer and accountant before you sell.
Our promise to sellers
How we'll treat you and your clients
- We sign an NDA before you share client names or numbers.
- Your clients hear about it from you and us together, after signing. Never before.
- Every term, including how and when you're paid, is written out in plain English before you sign.
- Your clients' fees don't go up for at least 12 months after the handover.
- If you're selling only your anesthesia accounts, we won't approach your other clients. We'll put that in writing.
- If we're not the right buyer, we'll tell you quickly and point you somewhere better if we can.