Regular diligence updates
You'll never be left wondering where things stand. We check in on a steady cadence and tell you plainly what we've found.
What to Expect
Selling the business you built is a big decision, and the unknowns are the hardest part. So here's the whole process laid out plainly — what happens, what we'll ask of you, and what you can count on from us.
The Process
Every step is at your pace. You can slow down, ask questions, or step away at any point — nothing moves forward without you.
About 30 minutes, no obligation. We get to know you and your business, and you get to size us up.
We sign a mutual NDA before looking at a single number, then review preliminary financials.
We come to you — to see the facility and talk with you and your team in person.
A written offer laying out terms plainly, typically within 2–3 weeks of the intro call.
A thorough but straightforward review. We keep you updated the whole way through.
We finalize and plan the transition together, then stay alongside you through it.
What We Ask For
To understand your business, we need a handful of standard documents — the same ones any serious buyer would ask for. No scavenger hunts, no endless requests.
The standard starting point for understanding the business.
How the facility actually performs, month to month.
Confirmation you're licensed and in good standing.
The terms on your building, whether you rent or own.
Who's on your team and their roles — so we understand the people, not just the numbers.
What You Can Expect From Us
Diligence is where a lot of deals get stressful or sour. We work hard to make ours the opposite.
You'll never be left wondering where things stand. We check in on a steady cadence and tell you plainly what we've found.
The number in the LOI is the number we mean to honor. If diligence ever surfaces something material, we'll talk it through with you openly — not spring a quiet last-minute markdown on you.
You talk directly with the people who can actually make calls — not a rotating cast of analysts or a deal desk.
After the Close
A lot of buyers disappear once the papers are signed. For us, close is the start of the partnership — not the finish line.
We're close at hand as the transition settles — sorting out the back-office handoff so day-to-day care never skips a beat.
A deliberate step back to see how things are going, what's working, and where we can take more off your plate.
A regular rhythm of working together — sharing what we're learning across the community and planning what's next.
Still Have Questions?
The best way to understand how this would work for your facility is a plain, confidential conversation. We'll answer anything you want to know — no obligation either way.