Valuation Services

Practice Valuation

Practice Valuations
For the planners, the dreamers, and the doers

Our Certified Valuation Analyst (CVA) conducts a thorough analysis to estimate the value of a practice and assist in financial planning for the future of the business.

A formal valuation benefits practice owners at every stage of ownership, offering accurate insight into key areas:

  • Business Planning – Expansion, changes to practice structure or strategy, purchase of equipment
  • Transition Planning – Exit strategy, retirement projections
  • Selling & Buying – Start-ups, acquisitions, sales, buy-ins, or buy-outs

Our Process

Our Practice Valuation typically takes between 4 to 6 weeks to complete.

Complete initial valuation.

Our valuator conducts a Discovery Call to better understand your practice and goals. Afterward, we’ll thoroughly analyze your financials and formulate an official report. You and your valuator will meet to review the results and strategize areas to optimize your practice’s value.

Create a plan for action.

After identifying areas of strength and opportunity, our team will work with you to create a plan for action. They’ll demonstrate how current practice operations can change practice value, and ensure you have what you need to make informed business decisions that positively impact your practice value.

Check in on your progress.

We don’t hand you the report and call it a day – we genuinely care about your success. We’ll make a plan to check-in with you and review your progress together.

After a valuation is performed, it should be tracked regularly to assess how the value of the practice changes – just like tracking your revenue and expenses! We can perform updates to your valuation and recommend a consistent schedule that best fits your needs.

Complete initial valuation.

Our valuator conducts a Discovery Call to better understand your practice and goals. Afterward, we’ll thoroughly analyze your financials and formulate an official report. You and your valuator will meet to review the results and strategize areas to optimize your practice’s value.

Create a plan for action.

After identifying areas of strength and opportunity, our team will work with you to create a plan for action. They’ll demonstrate how current practice operations can change practice value, and ensure you have what you need to make informed business decisions that positively impact your practice value.

Check in on your progress.

We don’t hand you the report and call it a day – we genuinely care about your success. We’ll make a plan to check-in with you and review your progress together.

After a valuation is performed, it should be tracked regularly to assess how the value of the practice changes – just like tracking your revenue and expenses! We can perform updates to your valuation and recommend a consistent schedule that best fits your needs.

Ready to get started on a practice valuation?

Schedule a conversation or email info@bhcteam.com to schedule your Discovery call today.