Most functional and integrative medicine practices aren’t ready to sell for what they’re worth. I help owners close that gap — and build real, defensible value years before any exit.
The majority of businesses listed for sale never find a buyer – not because they lack value, but because they aren’t ready for a buyer’s scrutiny. In functional and integrative medicine, the reasons are predictable: revenue that walks out the door with the founding physician, cash-pay and membership income that’s hard to verify, books that won’t survive a quality-of-earnings review, and debt – including SBA and EIDL loans – that can quietly strand a sale.
The owner loses the exit they spent a career building toward. And it is almost always avoidable – if the work is done early enough.
A structured readiness assessment built from real buyer-side diligence. You get an indicative value range, a ranked list of the deal-killers in your practice, and a prioritized roadmap — a written report and one working session, in two to three weeks.
If you want help executing the roadmap, we work together to close the gaps – and the full exam fee is credited toward that engagement if you begin within 60 days.
A structured readiness assessment built from real buyer-side diligence. You get an indicative value range, a ranked list of the deal-killers in your practice, and a prioritized roadmap — a written report and one working session, in two to three weeks.
When the time comes, I point you toward brokers I trust to run the process, at no cost to you. You keep full control of if and when you ever sell.
Records, contracts, and corporate housekeeping that survive a buyer’s scrutiny instead of triggering the questions that stall a deal.
How durable and verifiable your income is — including cash-pay and membership revenue – and how exposed you are to a few sources.
How much of the practice’s value stays when you step back — the single most common reason these deals are discounted.
Whether your books, add-backs, and obligations hold up to a quality-of-earnings review – including debt that can strand a sale.
A fixed fee for practices under $5M in revenue; larger practices are scoped individually. The exact fee depends on your size and provider count, confirmed on a brief call – and it’s credited in full toward ongoing advisory if you begin within 60 days.
Healthcare services · two-and-a-half-year engagement
revenue growth, $10M → $23M
valuation growth
The work: a comprehensive revenue-growth strategy across multiple service lines; clean, auditable, buyer-ready financial reporting; a professional management layer that reduced owner dependency; and documented systems that gave buyers confidence. The business came to market at a valuation that was unimaginable at the start of the engagement, and sold in March 2015.
I advise practice owners. I do not acquire my advisory clients – that separation is deliberate and permanent, and it means every piece of advice I give serves one interest: yours.
I’m not a business broker, and I don’t list, market, or sell practices. When you decide to sell, that’s the broker’s role – and I’ll introduce you to brokers I trust, at no cost to you. My job is everything that comes before that: building a practice worth buying.
I spent the better part of two years trying to buy practices in this space and watched deal after deal break down in diligence over the same issues — owner dependency, revenue that couldn’t be verified, books that wouldn’t survive scrutiny. That experience is the foundation of how I help owners now: I’ve seen, firsthand, what a buyer’s diligence exposes.
I’ve spent my career on both sides of the deal — 24 years as a healthcare research analyst, then 25 years as an investment banker — so I read a practice the way both a buyer and a seller’s banker would. One principle guides everything: I advise owners; I do not acquire my advisory clients.
Selected career engagements
Medway Air Ambulance – grew revenue $10M→$23M and valuation $8M→$22M; owner’s after-tax proceeds increased 9×. Sold 2015.
Surgical care platform – helped a capital-backed startup structure its first surgery-center acquisition; it scaled into a large platform and was sold.
Hospital acquisition platform – advised an early-stage company on its first hospital acquisition; the platform grew significantly and achieved a major exit.
“Jeff was one of the few people who understood the changing reimbursement landscape and the inevitable consolidation to come. His insight into evaluating the right senior management teams was paramount to our mutual success.”
EVP of Principal Investing, Wells Fargo
“I always found Jeff to be well-informed and able to quickly zero in on the most important matters that impacted our company.”
Former Principal Financial Officer, public healthcare company
“Not only does he have outstanding contacts and insights into the healthcare marketplace, but he is a person of very high character who can be trusted without question.”
CEO
“I gained incredible real-world knowledge, financial education, and organizational experience working with Jeff for a decade. His intelligence, experience, and stamina will serve his clients well.”
CEO & Cardiovascular Surgeon
You’ve built something valuable — but a buyer may not see it the way you do, yet. I help owners of functional and integrative medicine practices in the $1M–$25M revenue range prepare for the outcome they deserve. The work is right for you if your practice has:
When you have a practice owner who isn’t yet ready for a sale, I get them ready — and return them to you in a position to transact. I’m a readiness advisor, not a broker; I don’t compete for your client or your role.
If a practice owner you work with is thinking about a sale in the next one to three years, that’s the moment a Buyer’s-Eye Exam can prevent a painful diligence later.
If you own a functional or integrative medicine practice and want to understand how a buyer would value you today — and what it would take to command more — reach out. There’s no obligation, and I’ll tell you directly whether I see an opportunity.