Pre-Exit Financial Audit

We review your revenue streams, expense structure, and profit margins. We normalize earnings and identify adjustments that boost valuation.

Legal and Compliance Review

We work with your legal counsel to ensure all contracts, licenses, and compliance documents are current.

Buyer Positioning Strategy

We craft your “buyer-facing story” highlighting strengths and mitigating perceived weaknesses.

Market Outreach

We discreetly reach out to strategic buyers, private equity firms, and family offices.

Negotiation and Closing Support

We help you compare offers, structure terms, and navigate to closing while protecting your post-sale interests.

Our Proven Exit Framework

Why Timing Is Everything

Selling a practice or healthcare business is not just about finding a buyer. It is about preparing your operations, your financials, and your positioning so you attract the right buyers — and command the highest price.

Without preparation, you risk:

Accepting a lowball offer because your numbers are unclear.
Getting buried in due diligence requests you cannot fulfill quickly.
Losing negotiating leverage because buyers sense urgency.

Timeline Graphic

24–36 Months Before Sale

Begin strategic positioning.

12–18 Months Before Sale

Formalize preparation and start quiet market testing.

6–12 Months Before Sale

Intensify buyer outreach and negotiations.

0–6 Months Before Sale

Finalize deal and plan post-sale wealth strategy.

📞 Phone: (847) 606-7950

📧 Email: [email protected]

🌐 Website: www.samicapital.co

📍 33 West Higgins Road, Suite 5040 South Barrington, IL 60010

Virtual Family Office Services for Physicians & Entrepreneurs

SamiCapital provides strategic tax planning, asset protection, and comprehensive financial coordination through our Virtual Family Office model. We serve high-income physicians and entrepreneurs looking to reduce taxes, protect wealth, and build legacy systems for generations. Disclaimer: Information provided by SamiCapital is for educational and strategic planning purposes only and does not constitute legal, financial, or tax advice. Please consult with your own advisors before making financial decisions.