due diligence
Helping you make informed, confident decisions before you invest
Buying into a medical, dental or specialist practice is a significant personal and financial commitment. Whether you're acquiring equity, entering a business partnership, or purchasing commercial premises, it’s essential to have a clear understanding of the commitment involved.
Our Business Due Diligence Service is designed to give you clarity, confidence, and control — so you can invest with your eyes wide open.
what we do
We conduct comprehensive financial, structural and tax due diligence for healthcare professionals. Our service is tailored for:
Medical and dental professionals buying into a practice
Specialists acquiring equity in an existing group
Doctors investing in practice premises or unit trusts
First-time practice owners and entrepreneurs
why it matters
Due diligence isn’t about finding a reason not to invest—it’s about making sure your investment is the right fit for your goals, risk appetite, and financial position.
We help you avoid:
Overpaying for shares
Tax surprises
Unfavourable shareholder arrangements
Short-term personal cash flow issues
OUR PROCESS
We take the time to understand your goals, family structure and financial position. Then we assess the opportunity through a structured lens, reviewing key risks and opportunities across:
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We analyse the practice’s financials and assess whether the valuation is fair. We also calculate your estimated dividend income and payback period on the investment.
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We identify the tax implications of the proposed ownership structure, including compliance with:
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We prepare 24-month rolling forecasts to assess the impact on your personal and family cash flow—including scenarios where profits may not be fully distributed.
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Where property is involved, we review rent obligations, ownership structures, loan repayments, and expected distributions from unit trusts.
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We assess your current and future goals to advise on the most suitable ownership structure—be it company, trust or partnership—ensuring it supports asset protection, tax efficiency, and long-term planning.
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We work closely with your solicitor to review shareholder agreements, non-compete clauses, and exit provisions—ensuring they align with your expectations and long-term plans. Our role is to support your legal team with financial and structural insights, so you can make informed decisions with complete clarity.
our experience
We’ve advised on a wide range of buy-ins, practice acquisitions, and equity partnerships across medical, dental and specialist sectors. Our reviews are practical, independent, and tailored to your unique circumstances.
We also collaborate with your solicitor, accountant, and lender to ensure all aspects of your decision are supported.
let’s talk
If you’re considering buying into a practice, don’t go it alone.
OUR AWARDS
OUR ACCREDITATIONS
