Case Study 6: Michael C.

1) Client name

Michael C. (Naturopathic physician, Age 66)

2) What was the client’s biggest problem?

The physician owner had a key employee who desired to purchase the practice but did not know the value of the practice or how to put the deal together.

3) What services did you perform for the client?

We provided transaction consulting services to this client. Our scope of work included performing a valuation of the practice, negotiating mutually acceptable price and terms among the parties and assisting the buyer with obtaining financing.

4) What were the clients’ biggest accomplishments or successes when they worked with you?

They learned that the practice was worth more than their original estimate and they secured a 10-year lease on the building they owned from the buyer.