Step-by-step guidance

Change can be hard. Even starting a discussion is a major step, involving varying emotions and knowledge that future decisions impact your clinic staff and family. We understand this and are here to support you, at your pace. With over 25 years of experience and a comprehensive, transparent process, let us guide you step-by-step, so you know what to expect at each stage.

Step 1: Initial contact

When you first reach out, you’ll get to know who we are and what we stand for, and work on building a strong, trusting relationship. You'll have an opportunity to connect with former clinic owners, gaining valuable insights from their experiences. We'll provide you with a clear understanding of the process to ensure we're on the same page throughout.

Step 2: Preliminary information gathering

During the preliminary stage, you'll share key information to help us assess the opportunity and fit. We'll discuss the structure of the potential transaction and future opportunities to ensure alignment. After this, you’ll receive a non-binding letter of intent, outlining preliminary terms, so we can all move forward with confidence.

Step 3: Due diligence and planning

As we continue to build our relationship, we’ll conduct a full financial analysis and operational review. This stage involves a thorough assessment of risks and opportunities. Finally, we prepare for the transition, ensuring a smooth and efficient process.

Step 4: Transition

During the transition phase, we’ll lay the foundation for building strong relationships and trust. We focus on important tasks related to transitioning the clinic and staff to Lifemark processes.

Step 5: Integration planning

In addition to education on our core standards, a cross-functional integration plan is developed, outlining timelines and expectations.

Step 6: Integration of standards

We’ll help prepare the clinic to be in a ready state for future initiatives, setting the stage for long-term success.