Consulting + Facilitator Services
Private Sale Support
Finding a buyer feels like the finish line.
In a private sale, it’s actually the starting line. Because having a buyer doesn’t mean you have a sale. You and your buyer can agree on the price and still lose the sale because a lender, a due diligence review, and a purchase agreement each test the deal for things neither of you would have thought to check.
Why private sales fall apart
The price was never stress tested. You and your buyer land on a price that feels fair to both of you, but value has to be proven to the bank in specific ways, and sale structures and terms that feel reasonable to you may not work for lenders, attorneys, and advisors. Finding that out months in, after so much time and energy already spent, is a hard place to be renegotiating from.
There’s agreement on the idea, but not the details. There’s a handshake agreement to buy and sell, but the specifics never get pinned down. When you finally sit down to work through the details, you and your buyer might not be picturing the same deal, and even if you are, it’s easy for both of you to miss things neither of you would know to ask about. Those gaps sit there like a time bomb, waiting to go off at the worst possible point in the sale.
No one is actually running it. A practice sale is its own full-time job, full of details and twists you can’t predict. A bank’s lengthy list of questions aboutyour financial history, an attorney’s request to document owner benefits run through thepractice, and figuring out whatever should be happening right now that isn’t, all take timeyou don’t have, on top of the full-time job you already have. Details keep piling up, keysteps get missed, and the sale ends up standing on shaky ground.
What actually has to happen between now and closing
- Confirming the profit is real. The financials you use for taxes aren’t the same as the ones a sale needs. Lenders, CPAs, and attorneys will scrutinize what your practice truly earns, and if you want credit for your real profit, your practice data has to be packaged so that every number holds up.
- Confirming your buyer can get funding. Your buyer’s credit and down payment funds need to be verified, and the practice’s profit has to be analyzed to confirm it supports what they’re asking to borrow, from a lender’s perspective.
- Managing the lender’s review. The lender isn’t just approving your buyer, they’re approving the practice. Sale-ready financials and a practice data package that answers the lender’s questions upfront are what let the bank see the practice’s full value and the buyer’s ability to take it over. Without them, the approved loan amount can shrink, or the loan can get declined altogether.
- Managing due diligence. The buyer’s team scrutinizes everything – your financials, practice history, day-to-day operations – against what you’ve told them, and against each other. Even a small, honest mismatch can look like a red flag to someone who doesn’t know your practice, and without someone catching it first, it can slow the sale or reopen price talks.
- Drafting the purchase agreement. Chiropractic sales include details most attorneys rarely handle, like how patient records transfer or how healthcare receivables get treated. Starting with a chiropractic-specific draft lets your attorney refine it instead of building one from scratch.
- Managing the final steps to closing. Lender requirements, closing documents, and every party involved all have to come together on the same timeline, and a missed condition here can push the closing date you thought was locked in.
Any one of these can stall or damage a sale. And left unmanaged they compound, and that’s usually where a seller ends up lowering the price, carrying more risk, or losing the sale after months of effort.
How PPS supports a sale where you already have a buyer
We have options so you can decide where your sale would benefit most from expert support. Here’s what each level looks like.
Valuation Services
Every clinic and every sale is different. PPS offers a range of valuation options built to match your practice’s size and your deal’s structure, so your number accurately captures what the practice is worth in today’s market, not a guess that leaves money on the table or stalls when it gets in front of the lender.
Get the Right Documents
For doctors who’ve already agreed on the major terms and just need chiropractic-specific paperwork done correctly. You’ll get a purchase agreement built for chiropractic and SBA transactions, ready for your attorney to refine and fine-tune for your specific deal instead of starting from a blank page.
The Facilitator Program (most popular)
A private sale is its own full-time job, on top of the one you already have, and most doctors don’t know what they don’t know until it costs them something. The Facilitator Program puts an expert in charge of running it: managing the lender’s review, overseeing due diligence, and drafting the purchase agreement, so the details that would otherwise pile up and become a time bomb get caught early instead. You stay in the relationship with your buyer. PPS makes sure nothing standing between you and closing gets missed.
Full Representation
For doctors who’d rather not handle direct conversations with their buyer, or who aren’t fully confident this buyer is a sure thing. PPS manages the entire relationship, including all communication and negotiation, from here through closing.
Not sure which level fits your situation? That’s normal. Most doctors start out thinking they just need a document or two, then realize partway through how much coordination a private sale actually takes. We can walk through your specific deal and tell you honestly what level of support makes sense.
Common Questions
I already have a buyer. Why would I need a broker?
Finding a buyer solves one problem. It doesn’t solve valuation, lender approval, due diligence, or contract structure, and those are where most private sales actually stall. PPS’s role is making sure the deal you already have closes on the terms you intended.
Does this cost the same as full representation?
No. Because you’ve already identified your buyer, PPS doesn’t need to market the practice or manage buyer outreach. The Facilitator Program is priced well below full representation to reflect that.
What if we’ve already agreed on a price?
An agreed price between you and your buyer is a starting point, not a finish line. It still has to hold up under lender review. PPS can confirm your number will survive that scrutiny before it’s tested by the bank, and look for ways to structure the deal that put more money in your pocket.
Can PPS work with the buyer’s attorney and lender directly?
Yes. That coordination, keeping the lender, attorneys, and both parties aligned on timeline and terms, is a common reason that doctors bring PPS in.
What if my buyer is a family member or associate I’ve worked with for years?
Personal relationships are actually one of the more common reasons private sales fail. Without a defined structure, both sides tend to avoid hard conversations about price and terms, and important decisions get put off until they cause real friction later. PPS gives you a neutral advisor in the middle, so the relationship doesn’t bear the weight of the negotiation.