DKD Advisory

Our advisory services

Strategic, financial, and operational advisory for medical practices.

We help medical practices grow, transition, and operate with clarity — across M&A, valuation, financial strategy, governance, leadership, and organizational development.

Transaction AdvisoryFinancial & Operational StrategyLeadership & Organizational Development

Category 01

Transaction Advisory

M&A guidance for medical practices — from sell-side preparation to buy-side diligence, valuation, and succession planning.

Sell-Side Advisory

We prepare medical practices for a successful transaction by creating the financial clarity and strategic positioning buyers expect.

  • Comprehensive financial workbook summarizing historical performance
  • Adjusted EBITDA analysis and financial normalization
  • Identifying add-backs and value drivers
  • Professional pitch deck for prospective buyers
  • Preparation for buyer due diligence
  • Deal structure and negotiation guidance

Buy-Side Advisory

Rigorous financial and operational evaluation to help you make informed decisions and structure deals effectively.

  • Target evaluation and financial review
  • Adjusted EBITDA assessment
  • Operational and strategic fit assessment
  • Deal structure and scenario modeling
  • Due diligence and integration planning

Business Valuation

Comprehensive valuations drawing on 15+ years of valuing medical practices across settings and purposes.

  • Valuation analyses and reports
  • Partner buy-ins and ownership transitions
  • Market and specialty benchmarking
  • Excess earnings evaluation
  • Value-enhancement strategies

Succession Planning

We help owners manage key transitions — retirement, growth, or sale — by evaluating options and executing well-structured plans.

  • Transition options assessment
  • Valuation-informed planning
  • Governance and ownership frameworks
  • Seamless implementation support

Category 02

Financial & Operational Strategy

Performance analysis, compensation design, and strategic planning that align your practice for measurable, sustainable growth.

Financial Analysis & Benchmarking

We analyze performance and benchmark against peers to identify opportunities for improvement.

  • Financial reviews
  • Specialty and market benchmarking
  • KPI development to support decision-making

Compensation Models

Fair, transparent, and sustainable compensation structures that align incentives and promote fairness among partners and providers.

  • Evaluating current compensation structures
  • Developing new or revised models
  • Assessing structure options
  • Scenario modeling
  • Specialty and market benchmarking
  • Facilitating partner discussions and alignment

Strategic Planning

We lead strategic planning sessions that align leadership, define priorities, and create actionable plans for growth.

  • Strategic retreats
  • Organizational assessments
  • Short- and long-term planning
  • Leadership alignment
  • Implementation support

Category 03

Leadership & Organizational Development

Coaching, recruitment, governance, and industry partner advisory grounded in decades of real-world leadership experience.

Executive Coaching

Coaching grounded in decades of leadership across hundreds of practices, blending proven principles with practical application.

  • Strengthening leadership skills and decision-making
  • Communication, team alignment, and conflict resolution
  • Guiding leaders through organizational change and growth

Executive Recruitment

End-to-end recruitment for senior administrative leaders, from targeted sourcing to contract negotiation.

  • Sourcing and screening candidates
  • Presenting a refined slate of top candidates
  • Guiding group interviews and selection
  • Contract negotiation and onboarding support

Governance & Leadership Alignment

Structured governance frameworks that keep the practice aligned and positioned for success.

  • Structuring governing documents and policies
  • Fiduciary and decision-making processes
  • Effective meeting structures
  • Change management facilitation
  • Partner buy-ins, buy-outs, and compensation alignment

Industry Partner Advisory

We support companies that serve healthcare practices by strengthening their internal teams and client-facing capabilities.

  • Training in finance, marketing, strategy, and operations
  • Equipping client-facing advocates with tools to better support medical groups
  • Improving implementation success and partnership outcomes

Engagement

Not sure where to start?

Most engagements begin with a conversation. Tell us about your practice and we'll help you scope the right path forward.

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Let's talk

Ready to chart your course forward?

Whether you're preparing for a transaction, planning a transition, or seeking operational clarity, we're here to help you move with confidence.

Schedule a consultation →