Considering a sale, acquisition, or growth move?  Book a free 30-minute consultation →
Services

One rare combination, applied three ways.

Every service below is powered by the same advantage: a practicing surgeon and a seasoned dealmaker, working the same engagement. It's what makes our advice sharper in medicine, in M&A, and in exit planning alike.

01 — Business & Exit Advisory

Build the value before you sell it.

We assess how a business actually runs — operationally and financially — and build a prioritized plan to improve margin, de-risk operations, and position the company for a strong valuation whenever a transaction becomes the goal.

  • Operational & financial health assessment
  • Margin and profitability improvement planning
  • Valuation positioning & exit-readiness roadmaps
  • Growth strategy for owner-operated businesses
  • Governance & systems built for buyer diligence
Advisory in a clinical operating environment

02 — M&A & Business Brokerage

Institutional deal discipline, on your side of the table.

Our M&A practice is led by Masih Mehrabi, who has spent his career doing exactly this work for institutional players — directing valuation, due diligence, and deal structuring across private equity, strategy consulting, and corporate development. He has led commercial and financial diligence on 30+ M&A and growth transactions, built the DCF and comps models behind go/no-go decisions, and structured cross-border acquisitions delivering 25–30% IRR.

Now that same discipline works for owners and buyers directly. And when the business is a healthcare one, Masih's financial rigor is paired with Dr. Mallah's surgical and operational insight — so the clinical quality, risk, and workflow that drive a medical practice's real value are assessed by someone who has actually stood in the OR. That combination is what lets us position a practice for a premium multiple, and lets buyers trust the diligence beneath the number.

  • Sell-side representation for owners
  • Buy-side support for acquirers & ETA searchers
  • Deal sourcing & target screening
  • Valuation, comps, and deal structuring
  • Clinical + financial diligence on healthcare targets
  • Negotiation & transaction management through close
Cross-functional advisory team

03 — Medical-Legal & Clinical Advisory

Frontline clinical expertise, applied to your case.

Dr. Mallah provides case review, written opinion, and testimony for attorneys and insurers, drawing on an active surgical practice rather than a purely academic record — and advises medical device and healthtech innovators on the clinical and regulatory realities of bringing a product to market.

  • Medical record review & written opinion
  • Deposition & trial testimony
  • Independent medical examinations
  • Standard-of-care analysis, general surgery & trauma
  • Medical device & commercialization advisory
Dr. Mallah in surgery

Not sure which service fits?

Tell us where your business stands — we'll tell you plainly which of these applies, and which don't.

Book a Free 30-Minute Call