Case Study 7: Ken L.

Physician Treating Leg Injury

1) Client name

Ken L. (Physical Therapist, Age 71)

2) What was the client’s biggest problem?

The physical therapist owner wanted to retire but needed another physical therapist to purchase the practice and care for his patients and retain his staff.

3) What services did you perform for the client?

We performed a valuation of the practice and developed a strategic marketing plan. The client engaged us to represent their interests in the sale of the Physical Therapy practice.

4) What were the clients’ biggest accomplishments or successes when they worked with you?

We found an international buyer from Mexico who purchased the business for cash and relocated a physical therapist from Mexico City to care for the patients. With the help of our bilingual team, Dr. Marta Sepulveda was able to work closely with the buyer and resolve any concerns. The transaction closed within 90 days of the initial offer.