DKD Advisory

Advisory services

Transaction Advisory

Guidance for medical practices - from M&A preparation and execution to valuation and succession planning.

01 — Transaction Advisory

Sell-Side Advisory

We prepare medical practices for successful transactions by bringing clarity to financial performance and strengthening strategic position.

  • 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

02 — Transaction Advisory

Buy-Side Advisory

Rigorous financial and operational evaluation to support informed decision-making and effective deal structuring.

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

03 — Transaction Advisory

Business Valuation

Comprehensive valuations drawing on 15+ years of experience to clarify and maximize practice value.

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

04 — Transaction Advisory

Succession Planning

We help 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

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Other advisory areas

Financial & Operational Strategy

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

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Leadership & Organizational Development

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

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Industry Partner Advisory

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

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Let's talk

Ready to chart your course forward?

Whether you're preparing for an acquisition, planning for succession, or seeking operational clarity, we're here to help.

Schedule a consultation →