Next Point LLC M&A Advisory, Business brokers, sell-side advisor, Acquisition consultants, Exit planning advisors.

Exceptional Outcomes Begin With Thoughtful Exit Planning.

We help medical practice owners—from solo physicians to multi-provider groups—understand value, evaluate exit or partnership options, and guide the M&A process from planning to close.

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Selling a Medical Practice can be an overwhelming process.

As the owner of a privately held medical practice, you have worked hard to build your practice, taken financial risks, and supported employees’ lives while maintaining flexibility in how you care for your patients and practice medicine.

When it comes time to transition from your life’s work, few practice owners have experienced the scale and complexity involved in selling a going concern. Selling a Medical Practice is a complex process involving numerous challenges and regulatory hurdles.

Often, the value of a medical practice is tied to requiring the continued employment of physicians. Valuation of your practice, Equity roll-up, and holdbacks are just a few topics requiring careful attention. Understanding the overall process, your options, potential risks, and benefits involved in each option is critical to achieving your ideal outcome.

Learn more about how Next Point can help you.

Meet Our Strategic Advisors
Medical Practice Transition
Medical Practice Transition

Our Process Starts With YOU

The first step for a practice owner is to identify and prioritize their objectives. What is most important to you? What do you want to accomplish through a potential transaction? Selling may not always be the best route. Some of our clients contact us after receiving an indication of interest from potential buyers and are unsure how to respond. Is this the right time to consider an exit? Are you receiving the best possible value for your practice? Next Point assists you in evaluating your options and determining if a transaction aligns with your long-term financial and overall exit goals.

Why Work With Next Point?

We help you get the best deal.

The best deal isn’t just about numbers.

It’s about the fine print.

With over 20 years of experience, we have the deep industry experience and expertise to negotiate and complete a transaction that closely aligns with your objectives.

M&A is a team effort: we collaborate with your accountant and attorney to ensure a seamless transaction.

We guide you through every step so you can focus on what you do best – providing exceptional patient care.

Ready to begin? Let’s turn your practice transition into a success story. Contact us today to start a conversation.

Our Repeatable Process

Medical Practice Transition

Getting to Know You

Understand your goals, valuation targets, and desired outcomes.

Medical Practice Transition

Marketed Sales Process

Broadly market your practice to maximize visibility and value.

Medical Practice Transition

Practice Assessment

Analyze financial and operational aspects to determine the value range.

Medical Practice Transition

Negotiations and Review

Assist in reviewing offers, negotiating terms, and collaborating with legal and accounting teams.

Medical Practice Transition

Closing Support

Collaborate with the seller’s counsel to finalize agreements and provide support until the transaction successfully concludes.

Medical Practice Transition

Pitch Development

Create a detailed pitch book highlighting your practice’s value proposition.

Medical Practice Transition

Due Diligence

Manage the data room and facilitate the due diligence process.

Completed Transactions
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Years of M&A Experience
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Next Point has guided healthcare owners through complex transitions
across multiple specialties—always with discretion, integrity, and a focus on long-term outcomes.

Done Deals.

Medical Practice Transition
Medical Practice Transition
Medical Practice Transition
Medical Practice Transition
Medical Practice Transition
More Done Deals

In Our Clients’ Words.

Honest input from people (formerly) in your position

“Navigating the M&A process is never easy, but Jui and the Next Point team were with us every step of the way. Their guidance through this complex and lengthy journey was invaluable, helping us maximize value and achieve the outcome we were hoping for. Great experience!”
Dr. Anthony Polit
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“Jui and her experienced team at Next Point provided invaluable education, support, and understanding. More importantly, she was available every time I had questions or concerns about my transaction. She knew all the details and fine print, making sure I was familiar with my situation so that I felt comfortable making decisions and was satisfied with the outcome. Most importantly, she gets you prepared! I highly recommend working with Jui and her team!”
Dr. Shawn Casey
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What’s Next?

It starts with a conversation. Where do you want to be in the future? What has to happen to make that possible? What’s holding you back?
The conversation is free and confidential.

Meet the Team.

Equipped to Help

Jui Trivedi Sell-Side M&A Advisor at Next Point LLC

Jui Trivedi

Medical Practice Transition

Cathy Willig

Medical Practice Transition

Dean "Rocky" Rockwell

Medical Practice Transition

Dr. Peter Michael Tan, DDS, MSHS, FACD, FICD

Medical Practice Transition

Dr. Angela Isaacs, DDS, MBA

Medical Practice Transition

Dr. Grace Harriman

Selling a Practice is Complex — Talking to us isn’t.

Whether you’re evaluating an opportunity, considering next steps, or thinking about how to build your exit strategy, a clear perspective matters. It all starts with a conversation.

FAQs - Medical Practice Transition

What should physicians know before selling a medical practice?

Before selling, physicians should understand how buyers will view the practice, not just how it has performed historically. Buyers will look at revenue quality, provider productivity, referral sources, payer mix, patient volume, management depth, compliance risk, and how dependent the practice is on the owner. Tax planning, employment expectations, rollover equity, and deal structure should also be considered in advance of going to market. A well-prepared process helps physicians evaluate their options with more clarity and avoid making decisions based only on the first offer they receive.

Medical practice valuation usually depends on adjusted EBITDA, specialty, growth trends, provider mix, payer mix, location, scalability, and perceived risk. Buyers also consider whether the physician owner and other key providers will remain after closing, since clinical continuity can be central to preserving revenue. The highest offer is not always the best offer if the structure includes aggressive earnouts, uncertain rollover equity, or employment terms that do not align with the physician’s goals.

Yes, but carefully. An unsolicited offer can be a useful starting point, but it rarely tells you whether the value, structure, and buyer fit are truly competitive. Before responding in detail, it is worth understanding who the buyer is, what they are trying to build, how they value practices like yours, and what expectations they may have after closing. A direct approach from one buyer does not necessarily mean it is the right buyer, the right time, or the best available option.

Medical practices may attract interest from private equity-backed platforms, specialty consolidators, health systems, strategic healthcare companies, larger physician groups, and sometimes independent buyers. The right buyer depends on the specialty, size, geography, provider base, growth opportunity, and the physician owner’s goals. Some buyers may be highly focused on scale and growth, while others may be a better fit for continuity, culture, patient care, and a more gradual transition.

Purchase price matters, but so do the terms behind it. Physicians should pay close attention to cash at closing, rollover equity, earnouts, holdbacks, employment agreements, compensation structure, restrictive covenants, governance rights, clinical autonomy, and post-closing responsibilities. These terms can have a major impact on the true economics of the transaction and the physician’s day-to-day life after closing.

The best time to start planning is before you feel ready to sell. Early planning gives you time to understand value, address risk areas, evaluate buyer interest, and decide what kind of transition would actually work for you. For many physicians, the question is not only “What is my practice worth?” but “What would I want life to look like after a transaction?” That answer should shape the process before the practice goes to market.

In many transactions, yes. In fact, buyers often expect physician owners and key providers to remain involved after closing for a period of time. The important question is under what terms. Compensation, schedule, clinical control, leadership role, equity participation, and exit timeline should all be addressed carefully. A successful transaction should make sense financially, but it also has to work in real life after the documents are signed.

Get In Touch.

Questions and Conversations Welcome