How it works

1. Step 1

   Assessment

   We start with where you actually are. Production, overhead, provider mix, team stability, real estate, and how many more years you want to work. If employee ownership is a poor fit, this is where we say so.

   • A look at the last three years of performance.
   • An honest read on owner dependence and team depth.
   • Your timeline, in years, not in hopes.
2. Step 2

   Valuation

   An independent valuation sets the number. In an ESOP the price paid must be supported by that valuation, which is a protection for you and for your team.

   • Normalized earnings, with owner compensation adjusted.
   • A defensible value, not a headline offer.
   • A clear view of what would move the number upward.
3. Step 3

   Structure

   Counsel, a trustee, and financing partners design the plan. This is where staging is decided, so you can take value out more than once instead of all at the end.

   • Plan documents, trustee appointment, and financing.
   • How much of the company sells now and how much later.
   • How your role and compensation continue after closing.
4. Step 4

   Execute

   The transaction closes and the plan goes live. Your team begins accruing ownership, and you keep running the practice.

   • Closing and funding.
   • Team communication and enrollment.
   • Annual valuation and reporting from then on.

Staging is covered in more detail on the three bite model.