
Our Process
From Overwhelmed Owner to Exit-Ready Operator
This isn’t just a strategy. It’s a roadmap to your legacy.
At Cornerstone, we’ve engineered a proven process to help founders like you get out of the day-to-day grind and into the driver’s seat of a once-in-a-lifetime exit.
Whether you run a private practice or a healthcare support company, our process turns your existing business into a high-value, exit-ready asset—backed by real infrastructure, strategic guidance, and a national platform already in front of institutional buyers.
Let’s walk you through exactly how it works:
Step 1: Discovery & Fit
We assess your business. You assess the opportunity.
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Quick Discovery Form to gather key info
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1:1 call to review your goals and challenges
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Determine your fit for our national roll-up strategy
This step is all about alignment. If we’re not a fit, there’s no pressure.
Step 2: Term Sheet & Onboarding
We put it in writing. You get clarity.
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You receive a Term Sheet outlining the structure, valuation methodology, and what you’ll receive at exit
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Our team gets to work prepping your file
You keep full control—this is not a takeover. It’s a transformation.
Step 3: Definitive Agreements
You contribute your business. We formalize your ownership stake.
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Execute Definitive Agreements to officially bring you into the platform
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Management Agreements for non-clinical operations
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FMV (first bite) and Exit Proceeds (second bite) are locked in
You’re now officially part of the platform—and entitled to your share of the exit.
Step 4: Post-Closing Due Diligence and Exit Preparation
We prepare you for the exit with 3rd Party Compliance Audits to build enterprise value.
Included:
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Financial Audit & Diligence
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Tax Audit & Diligence
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Legal Audit & Diligence
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CMS Insurance Audit & Diligence
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Operational Efficiency Audit
Everything we do points to one goal: increasing the multiple and the check you take home at exit. Every dollar earned now multiplies at exit—this is the sprint to the finish line.
Step 5: Exit Event
We go to market. You go to the closing table.
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Our platform goes to market with institutional buyers
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Exit valuation applied across the entire platform
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You receive your % of your attributed exit value
This isn’t a hypothetical exit someday. It’s a platform-wide liquidity event already in motion.
The Endgame?
A life-changing exit at multiple based on gross revenue…
Built with your existing company, elevated by our proven system, and executed with partners who have your back.
Ready to take the first step?
Your business deserves more than “someday.” Let’s get to work on your exit—today!



