Mergers & Acquisitions

Get buyer-ready before diligence puts a number on the business

AAG cleans up compliance, RCM, and operating processes so the company is transferable, diligence goes smoother, and the valuation holds up. Start with a free consultation.

Featured overview

Mergers & Acquisitions with AAG

Why valuation leverages ops

Buyers do not pay for revenue alone

When diligence starts, the story on the P&L gets tested. Compliance gaps, aging AR, incomplete credentialing, and processes that only live in one person’s head turn into findings, holdbacks, and a lower multiple.

Exit readiness is not a last-week scramble. It is getting the back office transferable so the business can be sold as a system, not as a risk.

What’s included

Everything diligence will ask about, put in order

We tighten the operational foundations buyers underwrite, then stay with you through the questions that show up in the data room.

Compliance & audit readiness

Policies, training records, and risk posture cleaned up so a buyer’s counsel is not the first person to find the gap. See our compliance work.

RCM cleanup

Denial rates, aging AR, and documentation habits brought into a shape a buyer can underwrite. See billing & RCM.

Credentialing & payer standing

Enrollment status, CAQH upkeep, and payer panels confirmed so in-network revenue does not collapse after close. See credentialing.

SOPs & transferable ops

How work actually runs, written down, so the company is not one resignation away from chaos.

Reporting & visibility

Clear views of collections, A/R, denials, and operating metrics so diligence questions get straight answers.

Diligence support through close

We stay available for data requests, follow-ups, and the operational questions buyers ask after the LOI.

How it works

From assessment to diligence-ready

01

Exit readiness assessment

We review compliance, revenue cycle, credentialing, reporting, and how work actually runs, then name what would slow diligence.

02

Remediation

Gaps get fixed in priority order: AR and denials, compliance documentation, payer standing, and transferable SOPs.

03

Diligence-ready & ongoing

You go to market or into a buyer conversation with cleaner ops, and we stay on through the questions that show up in the data room.

If this is your situation

Book a conversation if any of these is true

You do not need a signed LOI to start. You need enough lead time to fix what buyers will find.

  • Someone has approached you about your company and you want a neutral read on what they will see.
  • You are planning an exit in the next 12 to 36 months and want the back office ready before you go to market.
  • You are profitable on paper, but AR aging, denials, or cash timing make you uneasy.
  • Everything still routes through you, and a week off would make the operation wobble.
  • Compliance, credentialing, or billing documentation would not survive a serious buyer review today.
  • Nothing is wrong yet. You want a second set of eyes before you commit to a sale timeline.
Why ops drive the number

Four reasons this work is worth the runway

You are busy and skeptical, and you should be. Here is the honest case for starting before the LOI.

Findings cost more than prep

A diligence surprise rarely stays a paperwork issue. It becomes a holdback, a price chip, or a deal that stalls while you scramble to explain it.

Buyers buy systems, not heroes

If the company only works because you carry the schedule, the payroll, and the payer calls, the multiple reflects that risk.

Clean cash flow is underwritable

Revenue that depends on undocumented workarounds or aging AR is discounted. Clean collections and clear reporting are what underwriters trust.

The runway is the advantage

Twelve to thirty-six months is enough time to fix the hard things without panic. Waiting until a buyer asks for files is how you pay for haste.

What this is not

Clear boundaries, so you know what you are buying

  • Not brokerage. We do not sell your company or run a process to find buyers.
  • Not a formal valuation or appraisal. If you need a defensible number, that is a different engagement with different people.
  • Not a package you buy for optics. We scope the work to the gaps that actually threaten diligence and price.
  • Not a replacement for your attorney or accountant. We make the operating reality easier for them to defend.
FAQ

Frequently asked questions

No. We prepare your operations for diligence and sale. We are not a broker, investment banker, or formal valuation firm. If you need those parties, we can help you get ready to work with them.

Buyers pay for transferable cash flow and lower risk. Clean AR, documented compliance, current credentialing, and processes that do not live in one person’s head reduce diligence findings and protect the multiple you are negotiating.

Ideally 12 to 36 months before you want to go to market. That window is long enough to fix AR aging, compliance gaps, and key-person risk without rushing. If a buyer has already approached you, we can still prioritize what diligence will hit first.

We start with an exit-readiness assessment across compliance, revenue cycle, credentialing, reporting, and how work actually runs day to day. You get a clear picture of what would slow diligence and what to fix in what order.

Healthcare and growth-stage operators are our core, including therapy, pediatrics, and multi-site groups. The same diligence questions show up wherever compliance, billing, and transferable ops determine what a buyer will pay.

See what diligence would find today

A free consultation maps your compliance, RCM, and ops gaps against what buyers actually ask, no package pitch required.

Get a free consultation