Healthcare

Selling a healthcare business involves more than finding a buyer—it requires confidentiality, licensing knowledge, and industry-specific deal structure expertise. Here’s how Zeal Business Brokers helps owners like you exit confidently.

Step 1: Private Consultation & Initial Evaluation

We begin with a confidential conversation to understand your goals, business model, licenses, and revenue sources.

What We Review:

• Type of healthcare business (e.g., HHA, clinic, RCFE, PT, staffing)

• Licenses and certifications (e.g., CDPH, DSS, DHCS, Medi-Cal)

• Revenue streams: Medicare, Medi-Cal, private pay, insurance contracts

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Step 2: Financial & Operational Review

We help you organize your key documents to make your business attractive to buyers.

What We Prepare:

• 3 years of tax returns and P&Ls

• License, accreditation, and compliance records

• Staff structure, contracts, and patient flow

• Highlight of growth opportunities and risks

By Category:

• HHA & Hospice: Payer mix, CMS surveys, staffing

• Medical Clinic: Insurance billing system, EMR usage

• RCFE: Occupancy rate, DSS compliance

• Staffing: Contracts with hospitals/facilities, credentialing platform

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Step 3: Confidential Marketing & Buyer Targeting

We craft a Confidential Business Profile (CBP) and market discreetly to qualified buyers.

How We Market:

• Direct outreach to healthcare buyers, MSOs, physicians, nurse entrepreneurs

• Syndication on platforms like BizBuySell, DealStream, WeChat, and private equity groups

• Dual-language (English/Chinese) marketing

By Category:

• Behavioral Health: Reach ABA firms and Medi-Cal expansion buyers

• RCFE/Assisted Living: Market to DSS-licensed operators with financing

• Medical Clinics: Target doctors or clinic groups expanding service areas

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Step 4: Screen Buyers & Protect Confidentiality

We screen each inquiry carefully and require a signed Non-Disclosure Agreement (NDA) before sharing business details.

What We Verify:

• Buyer’s background (license, financial capability, healthcare experience)

• Intent to keep existing staff and patients

• Access to SBA lending or PE funding

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Step 5: Meetings & Offer Negotiation

We schedule buyer meetings discreetly and help you evaluate offers based on value, terms, and transition expectations.

Common Deal Structures:

• Asset sale vs. stock sale

• Upfront cash + earn-out

• Seller financing or licensing period support

By Category:

• Home Health & Hospice: May involve CHOW (Change of Ownership) licensing timelines

• Medical Clinic: May include retaining medical director or supervising physician

• Staffing Agency: Buyer may request owner transition for 3–6 months

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Step 6: Due Diligence & Legal Review

After a Letter of Intent (LOI) is signed, buyers will perform due diligence.

We Help Coordinate:

• Licensing and compliance documents

• Staff credentialing, payroll records

• Lease agreements, EMR data access (if applicable)

• Work with your attorney/CPA to protect your interests

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Step 7: Closing & Transition Support

Once the deal closes, we help ensure a smooth handoff.

We Help You:

• Transfer licenses (e.g., CDPH, DSS, DHCS)

• Notify staff and patients appropriately

• Support transition (as advisor or consultant, if needed)

• Celebrate your successful exit!

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