For single owners and families who’ve built their company to $5M–$35M in annual revenue, a two-step exit through private equity can dramatically outperform a traditional sale. You’ve spent years—maybe decades—building your business. Revenue has climbed into the $5 million to $35 million range. You’re profitable. You’re tired. And you’re starting [...]

There comes a moment for many business owners when numbers, markets, and valuations fade into the background—and something deeper starts to take shape. It’s not found in financial statements or EBITDA multiples. It’s an inflection point, when an owner intrinsically knows it may be time to consider selling or transitioning out [...]

In today’s rapidly evolving healthcare landscape, a growing number of physicians are making the strategic decision to sell their private practices. Whether driven by rising administrative burdens, succession planning, or attractive valuations from private equity buyers, the market is experiencing a significant shift — and if you’re a physician-owner, it [...]

The most common question from doctors that we have worked with is “What is my concierge practice worth?” While the recent financial performance of the practice is a key variable, there are other variables that play a role. In fact, financial performance is often not the most important variable. Concierge medical practices [...]

The five phases in this graphic are the significant milestone phases delivered in our process. Penn Valley Group charges a small monthly retainer fee beginning with the Initiation Phase and continuing until the closing is complete. As a unique offer in the market, we do not require a commitment to [...]

An opportunistic buyer is likely to pay a much higher multiple when introduced to a company with overly attractive attributes, ones that are coveted by the buyer. Recent transactions, involving opportunistic buyers, have been completed at multiples of 8 to 9 times EBITDA. However, this type of exit opportunity does [...]

The main goal of any exit strategy plan is to maximize the value of the business or asset built and operated successfully by the business owner(s). Business plans get you into business and keep you on track in the early years. Exit plans get the business into the most valuable [...]