
Our Process
From Overwhelmed Owner to Exit-Ready Operator
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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.
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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.
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Let’s walk you through exactly how it works:
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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.
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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.
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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
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You’re now officially part of the platform—and entitled to your share of the exit.
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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
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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.
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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
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This isn’t a hypothetical exit someday. It’s a platform-wide liquidity event already in motion.
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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.
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Ready to take the first step?
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Your business deserves more than “someday.” Let’s get to work on your exit—today!



