Get a Free Consultation with Our M&A Experts

With 30+ years of combined healthcare M&A expertise and over $600M in transaction value, we'll give you a clear, honest assessment of your business’s worth. We specialize in healthcare services and will help you understand all your options—whether you're ready to transition now or planning for the future.

Schedule your no-cost, confidential consultation today by filling out the short form below, and we’ll uncover how we can maximize your legacy's value while honoring your mission.

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Do you have questions about the M&A process or are interested in our services? Please reach out by phone or email so we can help you.

512-379-7545

info@agendahealth.com

Process

5 Streamlined Steps to Selling Your Business

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Preparing for Due Diligence: What Sellers Should Expect
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Complimentary Consultation

Take a no-cost, confidential first step with our experienced M&A advisors to explore your healthcare organization's transition options. Whether you’re ready to sell or planning for a future exit, you’ll leave the consultation understanding how we can maximize your value while honoring your goals.

Valuation & Analysis

Our full-picture analysis combines market data, financial metrics, and expert insights to clearly convey your business’s value and determine the feasibility of a transaction. This helps us both understand your position and deal-making power as we ready your organization for sale.

Market Process

After executing a listing agreement, we tap into our trusted network of qualified healthcare buyers to find culturally aligned partners who share your values and vision. Through a structured, multi-week process, we facilitate discussions with potential acquirers, manage their data requests, and assist with letter of intent (LOI) negotiations en route to signing the one best aligned with your goals.

Due Diligence Management

In the months between LOI execution and closing, we help organize large data requests, facilitate collaboration with financial, regulatory and legal advisors, and ensure the transaction is moving forward according to set deadlines. We’re with you at every turn to ensure the buyer and relevant third parties get the information they need to complete diligence and produce an acceptable purchase agreement.

Purchase Agreements & Closing

After agreeing on terms, we move into action, guiding your transaction through due diligence and facilitating the execution of the purchase agreement. Our experienced M&A coordinates with necessary third parties and ensures a smooth handoff, maintaining confidentiality throughout the final stages of the sale.