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

It all starts with a simple conversation


We operate in a transparent and thoughtful manner – in a way that protects your interests. In dialogue with key leadership, we want to understand what your practice needs. If our visions align, we’ll put a plan in place together to make a partnership transition seamless and rewarding.