For healthcare practice brokers, accountants and financial advisers
Your client has the practice. Financing shouldn’t be the part that stalls.
If you sell practices, value them, or keep the books for the professionals who own them, you already know when a deal is about to need money. This desk exists to make that an easy call to make.
Three channels
Who refers work here
Healthcare practice brokers
You are closest to the transaction moment. A buyer who cannot finance is a deal that dies after you have done the work — a financing conversation started at listing rather than at offer changes that.
Financial advisers
You already know what else is on the client’s balance sheet and how a practice purchase fits the rest of the plan. That context reaches the lender faster through you than through the application form.
Accountants and CPA firms
You know the corporate structure, the real earnings and the succession plan before anyone else does. On practice files that context is worth more than anything on the buyer’s application.
The accountant channel
Where this started
A CPA firm in the Tri-Cities with a corporate client base in the hundreds referred a medical clinic that needed real estate, a fit-out and working capital all at once. It was structured across four coordinated facilities and it closed — and the firm then asked for something it could hand to the rest of its client base: the dentists, physicians, veterinarians and pharmacists who would eventually face the same problem.
That request turned into a repeatable asset rather than a one-off favour. Any referring firm can have the same thing: a one-page explainer carrying your firm’s name, logo and contact details alongside this desk’s, that you can send to your own clients without it reading as somebody else’s advertising.
How it works
Three steps, and you stay in the loop
Make the introduction
An email with your client’s name and one line about the practice is enough. No form for you to fill in, no portal to log into.
We take it from there
Your client gets the structure conversation, the file assembly and the lender placement. You are told what is happening and when, unless your client asks otherwise.
You keep the relationship
The client stays yours. This desk arranges financing; it does not sell accounting, financial planning or healthcare practice brokerage, and it will not be pitching against you.
Leave-behind
Request your co-branded one-pager
One page, your branding alongside ours: the four financing pillars, what the lending in this space actually offers each profession, and your contact details as the way in.
Tell us who you are and a proof comes back for your approval before anything carries your name. There is no charge and no expectation of exclusivity.
Get started
Start a conversation
Prefer to talk it through before putting anything in writing? That is usually the faster route.