Our Proven Process
A structured path that helps veterinary business owners prepare, position, market, and transition their businesses.
A Clear Path to a Successful Business Exit
Every successful business exit requires preparation, the right advisors, and a clear path forward. Our process begins with understanding your goals and readiness, then progresses through planning, transaction preparation, buyer engagement, due diligence, and closing.
Phase One: Build Your Exit Plan
The first three steps focus on preparing you and your business for a successful transition.
Step 1 | 30 Days
Establish Your Starting Point
We begin with an introductory consultation to understand your goals, prepare an initial valuation, and assess your readiness for an exit.
- Introductory Consultation
- Discuss Goals
- Prepare Initial Valuation
- Assess Readiness
Decision Point: If you are not ready, we move to Step 2. If you are ready, we proceed to Step 3.
Step 2 | 90 Days
Strengthen Your Business for Exit
When additional preparation is needed, we identify and implement action items designed to improve financial, business, and personal value. Readiness is re-evaluated every 90 days to determine whether it is time to move forward.
- Determine Action Items
- Improve Financial, Business, and Personal Value
- Implement Action Items
- Re-Evaluate Keep or Sell Every 90 Days
Decision Point: If you are not ready, we return to the Step 2 action items. Once you are ready, we proceed to Step 3.
Step 3 | 30 Days
Assemble Your Exit Team
Once you are ready to move forward, we help assemble the professionals needed to support your exit.
- M&A Advisor
- Accountant
- Financial Planner
- Lawyer
From here, the process moves into listing preparation.
Phase Two: Prepare and Execute the Transaction
The next five steps focus on positioning the business, connecting with qualified buyers, managing the transaction, and preparing for closing.
Step 4 | 30 Days
Prepare the Business for Market
We organize the information and materials needed to present your business to prospective buyers.
- Document Collection
- Profile Creation
- Photo Session
- Confidential Information Memorandum (CIM) Preparation
Step 5 | 60 Days
Market the Business
Once the business is prepared, marketing begins through targeted outreach and buyer screening.
- Listing Goes Live
- Targeted Outreach
- Buyer Screening
- NDA Signing
Step 6 | 30 Days
Facilitate Buyer Engagement
We help coordinate the next stage of buyer interaction, including meetings, facility tours, questions, and offers.
- Facility Tours
- Buyer Meetings
- Q&A Sessions
- Offer Reception
Step 7 | 60–90 Days
Navigate Due Diligence
Due diligence brings additional review and validation as the transaction moves toward completion.
- Document Review
- Further Financial Validation
- Operations, HR, and Vendor Checklists
- Offer Reception
Step 8 | 30–60 Days
Prepare for Closing
The final stage brings the transaction together through contracts, transition planning, staff transition, and closing.
- Final Contracts
- Transfer Plans
- Staff Transition
- Closing Day
Post-Sale Support
The relationship does not necessarily end at closing. Post-sale support can help address the transition following completion of the transaction.