Define a usable acquisition mandate
Geography, practice type, size, clinical mix, budget, desired owner role, timing and transition expectations should be specific enough to guide sourcing without being unnecessarily restrictive.
Prepare before an opportunity appears
Organize available equity, personal financial information, professional history and lender conversations. Readiness matters when a suitable opportunity has a compressed process.
Screen beyond the headline numbers
Review normalized performance, patient activity, provider and hygiene mix, team stability, equipment, systems, lease terms, capacity and expected capital requirements.
Plan continuity
The seller's transition, associate retention, employee communication, patient messaging and clinical handover can determine whether goodwill transfers in practice.