Practice Transitions, Valuation, & DSO Advisory
Whether you are acquiring a practice, adding a partner, or transitioning ownership through a sale to a DSO, private equity group, or individual buyer, Synergy Consultants & CPAs provides a comprehensive 360-degree approach.
We evaluate valuation, timing, tax implications, and entity structure to ensure your transition is financially optimized and strategically aligned. Our team provides independent valuation services to determine the true enterprise value of your practice, strengthen negotiation leverage, and position you for maximum proceeds. We also offer specialized DSO consulting advising on deal structure, EBITDA normalization, equity rollovers, and long-term wealth and tax planning.
Strategic Guidance. Maximum Outcomes
Practice transitions are among the most important financial events in your career. Synergy works closely with buyers and sellers to structure efficient transactions, improve after-tax results, and create successful outcomes for all parties.
From valuation and deal preparation to DSO advisory, transaction execution, and retirement planning, we ensure your transition is seamless, financially efficient, and aligned with your long-term wealth and legacy goals.
