Meet with the Heritage development team and sign a mutual non-disclosure agreement.

A data room is setup to securely share limited financial, tax and operational documents. A clinic information document is provided.

As part of the financial review process and due diligence, you’ll receive a practice valuation at fair market value.

Sign a non-binding letter of intent and finalize due diligence and key terms.

All legal documents including purchase agreements are executed. Closing is scheduled.

You continue to practice medicine while Heritage supports your practice with benefits, finance & accounting, talent acquisition, marketing, and operations.