Our process

From initial contact to implementation, we work with you to create goals that grow your practice and personnel, as well as strive to be transparent and responsive every step of the way.

It starts with a conversation

After identifying your priorities, we review your practice financials and goals for the future. Together, we identify what is most important to you and how best to achieve your goals.

We agree on a plan

We then outline specific sale terms in a letter of intent and create a plan for your practice’s post-closing transition.

And together, we take the next step

We work hard to ensure the transition period is as smooth as possible, so you and your staff can look forward to your practice’s next step.

What we offer

We provide a variety of administrative strategies and services proven to help grow your business.

Leadership

Pathway planning is a simplified strategic process that empowers you to reach your goals.

Training

Communication and conflict management training, CE and online learning modules focused on current industry issues.

Operations

Operating budgets and plans, inventory and equipment purchasing.

Marketing

New client acquisition, client retention and online marketing.

Accounting and Finance

Payroll, accounts payable, tax support and financial reports.

Information Technology

Access to technical support and technological advancement.

People operations

Recruiting and access to employee resources to become the employer of choice.

What to expect

We understand the decision to sell your practice can be very personal. It’s why we focus on building relationships, not simply carrying out transactions. We value clarity and honesty, and that’s what you’ll get with Pathway.