Data discovery process overview

Total estimated process time: 3–6 months

Crystallize Understanding

(8–12 weeks)

1

Introduction and NDA


2

Data Request and Analysis


3

Discussions and Drill Down

Partnership Proposal

(2–3 weeks)

4

Draft Proforma and Clear Assumptions


5

Discuss, Review and Modify with Key Leadership

Finalize the Partnership

(10–12 weeks)

6

LOI, Finalize Deal Terms and Discussions with All Partners


7

Legal Due Diligence and Closing Documents

How to get started


We operate in a transparent and thoughtful manner – in a way that protects your interests. In dialogue with key leadership, we want to discover what your practice’s needs are. We also are interested to know if our visions align. If you are comfortable moving ahead, we have a plan in place to make the transition seamless and rewarding.