We take a practical approach to valuation—grounded in your historical performance, growth outlook, and how your business compares to others in the healthcare ecosystem. We don’t rely on rigid formulas. Instead, we focus on understanding the quality of earnings, customer relationships, and what it will take to grow and scale from here.

Every deal moves at its own pace. The time between our first call and an LOI can be as short as a few weeks, and LOI-to-close generally takes 60-90 days.

While every process is different, there are generally a few common milestones.

Initial Conversation: Everything begins with a simple, low-pressure conversation—no pitch decks, no data rooms. We want to learn about you, your goals, your business, and your vision for it. In the process, we’ll tackle the most important topic: whether there is a genuine connection here that could enable us to be great partners. This early chemistry sets the tone for the rest of the process.

Follow-ups and Further Touch-points: Once we both want to learn more, we’ll execute an NDA and request high-level financial and operational data. At the same time, we’ll share more about WMHC—our values, experience, and how we support founders and leadership teams.

In-Person Meeting: If there’s mutual interest and the data supports it, we’ll schedule an in-person visit or deeper discussion. We want to see the business in action, meet your team, and ensure cultural fit. This step is about confirming that our visions align—and that we’d enjoy building something together.

LOI and Exclusivity: Next, we’ll submit a thoughtful, tailored LOI that outlines valuation, structure, and key terms. We tend to be rather unemotional when it comes to price—if our expectations are different, we don’t take it personally. Having said that, we find that if we’re excited about working together and aligned towards a bigger-picture vision, there’s more room to find a deal.

Confirmatory Diligence: During diligence, we validate what we’ve learned—financials, operations, legal, HR. We’re efficient and respectful of your time, typically moving with speed and clarity.

Sealing the Deal: Once documents are finalized and the deal is signed, we wire funds and begin executing on our shared vision. Whether you’re staying on or transitioning out, we work closely to ensure a smooth handoff and position the business for long-term success.

We love alignment. Most of our partners roll equity alongside us so we’re both incentivized to grow the business.