Strategic EXIT Matrix
Exit Readiness Analysis
Exit Preparation
M&A Advisory
Sales & Exits
Business Wind-Down
We identify legal gaps and IP ownership issues that may affect transfer readiness and help plan corrective steps before a proposed sale or transition.
We advise on legal structure, governance, contracts, and healthcare ownership considerations in merger and equity transactions, coordinating with financial and tax professionals as appropriate.
We support legal diligence, negotiations, and closing documentation within the agreed scope. Transaction terms and outcomes remain subject to the parties and their other advisors.
We help plan an orderly wind-down, including governance, contracts, intellectual property, records, and coordination with regulatory and tax professionals.
This initial review identifies governance and intellectual-property issues that may affect exit readiness. It is not a valuation or appraisal.
Small / Micro
$5M Market Value
Defined Project Scope
- Includes initial readiness diagnostics, core IP clean-up, and basic succession planning framework.
EXIT Investment Framework
Lower Middle Market
$5M – $50M Market Value
Strategic Engagement
- Advanced M&A readiness including MSO compliance, clinical IP monetization, and buy-sell funding strategies.
Complex / Strategic
$50M+ Market Value
Custom Scoped & Global
- Bespoke navigation of private equity exits, global multi-entity IP structures, and high-value patent portfolio M&A.