A sale transaction can be an exhaustive and resource-intensive process. The right preparation is key, and investing in expert guidance may mean the difference between a smooth and successful transaction and one that fails to meet your goals. Root Partners’ Transaction Readiness Assessment (the TRA) has been designed and built based upon years of physician practice purchase and sale transaction experience to help ensure that your practice is ready. With us, you can expect:

Valuable Insights

Since the early 90s, we have worked with physician groups all over the country, navigating transactions across the spectrum of size and specialty without compromising quality or care. These insights have been honed through multiple “lenses.” Specifically, our principals have navigated transactions as consultants to large physician practice management (“PPM”) company buyers (even before PE entered the space); as in-house business development to an orthopedic PPM, growing it from a concept to a nationally recognized specialty “roll-up” with practices across multiple states; as valuators to dozens and dozens of physician practice acquisitions; and as “sell-side” investment bankers to PE-backed specialty platforms.

Identifying Areas of Improvement

Our experience has taught us firsthand where practices typically struggle to produce important financial and operational data. We can help you gather everything you need to clearly communicate with prospective buyers throughout the transaction process.

Roadmaps to Improvement

Not only can we identify gaps and deficiencies, but also, we will provide solid strategies to address issues before you ever go to market.

Healthcare-Focused Experience

Our professionals aren’t just investment bankers. We have decades of experience directly within the healthcare industry and related disciplines, including (but not limited to) managed care, value-based care, physician practice management, expert witness/litigation support services, healthcare valuation, and healthcare consulting and advisory.

Through layers of review and analysis, we help you prioritize your organization’s values and objectives, streamline the preparation and presentation of your practice’s most important financial and operational data, and “tell your story” by painting a stronger picture for prospective buyers.

Don’t miss out

Coming soon, Root Partners’ proprietary TRA screening tool will also be available as a resource. Want to see where your practice stacks up in terms of its readiness for a transaction? A free web-based initial screening tool will provide you with valuable insight into your level of preparedness.

To start your Assessment journey, contact us today: https://root-partners.com/contact-us/