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How we turn operating facts into a useful planning estimate.

The methodology combines a shared transition engine with a specialty module and founder review.

Common transition engine

The core review considers collected revenue, operating expense, estimated replacement physician compensation, payer mix, referral durability, staffing and systems, timeline, owner support, documentation, records preparation, and continuity planning.

Specialty module

Each supported specialty adds defined questions, risk interpretation, evidence requests, continuity language, and buyer-fit considerations. Specialty factors affect risk and confidence; they do not silently add unsupported multiples.

Range discipline

A numeric planning range is not shown without collections, expenses, and estimated replacement physician compensation. Separate assets or ancillary distributions are excluded unless documented and expressly reviewed.

Founder review and boundaries

Every Workup requires founder review before delivery. It is planning guidance, not legal, tax, clinical, transaction-intermediary, or certified valuation advice.