Book an appointment.

There are Two Ways to Connect with Us.

  • Schedule a 30-Minute Introductory Call - Select a time for a 30-minute virtual meeting where we’ll explore why an ESOP could be a smart, strategic fit for your practice. This is a no-pressure, informational conversation designed to help you understand your options.

  • Join our upcoming webinar: ESOP vs. Private Equity – What’s Right for Your Practice? on May 14th - Register

These are no-pressure, informational conversations designed to help you understand your options.

May 14th, 8PM EST Webinar

With M&A activity intensifying across the healthcare industry, practice leaders are finding themselves awash in acquisition offers. Despite mounting uncertainty over reimbursement and regulation, private equity interest in mid- to large-sized practice providers remains strong.

While PE can drive significant benefits for physicians in search of clean exits and outside management, there are other options for independent-minded, longevity-focused practices. The most notable alternative is the employee stock ownership plan (ESOP), a liquidity strategy that prioritizes autonomy, continuity, and tax efficiency. 

Join a pair of leading healthcare M&A advisors as they demystify PE and ESOP sales. They'll evaluate the pros and cons of both strategies and review best fits.