A modern approach to Mergers & Acquisitions
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Speak with our M&A experts and take the first step toward a faster, more profitable exit.
At The Advisory, we connect owners of Dermatology, OBGYN, MedSpas, Dental, Counseling, and other Medical practices and clinics with the right buyers—strategic acquirers, private equity groups, and experienced operators actively investing in your industry. We do not sell to SBA buyers.
Our targeted process generates competitive offers from serious, qualified buyers, helping you maximize value while ensuring a smooth, respectful transition.
We charge no upfront fees—we only get paid when your business sells.
Sector-specific expertise to maximize your exit. We only work with medical/clinic industry.
Allergy
Dermatology
ENT
Ophthalmology
Behavioral Health
Eating Disorder
Weight Loss
Endocrinology
MedSpa
Orthopedic
Plastic
Therapy
Autism Therapy
Substance Abuse
Urgent Care
Neurology
Veterinarian
Pain
Dental
Home Health
Ambulatory Surgical Center
Concierge Medicine
Rheumatology
Pulmonology & Sleep
OBGYN/Fertility
Podiatry
Cosmetic Dental
Rehab
Psychiatry & Counseling
Physical Therapy
Pediatrics
Urology
Want to understand the full sale process? Start by reading Essential Playbook—our weekly newsletter breaking down every stage of selling an essential services business, from prep to close.
Are you an Add-On or a Platform? This key distinction shapes your valuation……
Selling your essential services business? Our 180-day plan gets you from idea to exit—fast……
Your business is valued on a multiple of Adjusted EBITDA—true earnings minus one-time, owner, or non-core costs…..
Allergy Clinic Owner
MedSpa
Dermatology Practice Owner
Orthopedic Clinic
Dermatology Practice Owner
Dermatology Practice Owner
The Advisory Investment Bank is a FINRA-licensed M&A firm specializing in physician groups, dental practices, physical therapy clinics, behavioral health providers, and other health and wellness operators who keep communities healthy. We run a full-service, white-glove sell-side process designed to deliver top-tier terms and maximum valuation for founders. Backed by proprietary AI tools and a curated network of strategic and private equity buyers, we uncover every serious acquirer—so you never leave money on the table. We work for you, the business owner.
We maintain detailed profiles on over 4,500 private equity firms and strategic acquirers actively investing in health and wellness businesses across the U.S. Our proprietary AI platform analyzes each firm’s strategy, portfolio, acquisition history, behavior, and geographic focus to surface the most relevant, best-fit buyers for your business. On average, our process identifies 1,000+ qualified buyers per deal—far exceeding the reach of traditional M&A firms.
We partner with profitable, founder-led businesses across the health and wellness economy—physician groups, dental practices, physical therapy clinics, behavioral health providers, and other health and wellness operators. Our clients typically generate $2–100 million in annual revenue and have at least 5 years of operating history. If you’re an operator who’s built something in the real world, we’re built to help you sell it right.
We operate on a 100% success-based model—no retainers, no upfront fees, no surprises. You only pay us when your deal closes. It’s that simple. Our incentives are fully aligned with yours from day one.
Once materials are ready, our clients typically receive qualified offers within 30–45 days, thanks to our streamlined process and AI-driven buyer targeting. From accepted offer to closing, expect an additional 60–90 days for buyer diligence and quality of earnings review. In most cases, deals are completed in 90–120 days total.
Speak with our M&A experts and take the first step toward a faster, more profitable exit.