Every practice runs through the same structured infrastructure. Your documents go in. A verified, buyer-ready package comes out. If something is missing, we pause and fix it — we don’t skip it.
From application to close, every practice moves through 10 steps. Each step has a clear purpose, and nothing moves forward until it's done right.
Tell us about your practice and choose the path that fits your goals. A $260/month membership keeps your file active while we do the work.
We confirm who you are, who owns the practice, and how it's structured. This is where we check for deal-breakers — fraud, sanctions, or falsified records stop the process.
Every practice fits somewhere in the portfolio. We match yours to the best starting path based on your location, revenue, and goals — and map out how far you can go.
Your document checklist opens based on the path you chose. You or your accountant upload what's needed — tax returns, financials, legal records. You can see exactly what's been submitted, what's missing, and what's being reviewed.
Our technology reads through your documents and pulls out the key numbers — revenue, expenses, debt, legal terms, and more. Everything is organized into a standard format so nothing gets missed.
Every number is checked against your original documents. If something doesn't match, we flag it and work with you to resolve it. It's not a rejection — just making sure everything lines up.
Every verification is blockchain-anchored. Every document gets a cryptographic fingerprint. This is The Proof Standard.
Your practice gets a progress score based on how much of the checklist is complete and how clean your data is. If there are any red flags — like missing licenses or compliance issues — we flag them so you can address them early.
Based on your buyer type and path, we put together the terms of your deal — what the offer looks like, how the transition works, and what you walk away with.
Everything we've verified gets assembled into a complete package for buyers — your financials, compliance records, and practice profile. Buyers see a clean, organized picture of exactly what they're getting.
The deal closes on the terms you agreed to. We make sure there's a clear plan for who runs the practice going forward, and we stay involved to make sure the transition goes smoothly.
The process runs on clear rules. If something isn't right, we pause and fix it. That's how it's supposed to work.
A practice is ready to close only when all of the following are true:
Every item on your checklist has been submitted and confirmed.
We've verified who you are, who owns the practice, and that everything checks out.
The financial data from your documents lines up across the board. Any mismatches have been resolved.
Whether you're staying on to run your practice or stepping away, there's a clear plan in place for what happens next.
Any regulatory, legal, or licensing issues are resolved before closing.
Sign up, choose your path, and we handle the rest.
Information on this site is for education only and is not legal, tax, or investment advice.