Case Study 6: Michael C.

1) Client name

Michael C. (Naturopathic physician, Age 66)

2) What was the client concerned about?

The owner had an executive who was interested in purchasing the practice. The physician was not aware of the value of the practice, and neither had an idea about how to put a deal together.

3) What services did you offer the client?

We offered transaction consulting services to the client. Initially, we evaluated the practice and then negotiated mutually upon price, terms, and conditions among the involved parties. Then we assisted the buyer in obtaining financing.

4) What were the client’s most significant achievements or successes working with you?

The client realized that their practice has way more worth than their original estimate. They also secured a 10-year lease on the building that they owned from the buyer.