10 Steps for a Successful Deal

1. Engage a Professional Intermediary in the Dallas Fort Worth area
   Local experts save valuable time and money.

2. Implement an Acquisition Strategy
   We implement a strategy based on each client’s unique goals and objectives.

3. Business Valuation
   We effectively represent Sellers by professionally valuing their practices using industry standards that are determined by current market conditions and the entire business picture of the practice.

4. Practice Report
   A professional presentation summarizing in a clear, concise and accurate style each of the practice’s services, revenue streams, fees, profits, history, personnel and clients.

5. Qualify Buyers
   We prescreen Buyers on behalf of our Sellers, in strict confidence, with respect to their reputation, financial ability, level of interest, experience and qualifications.

6. Letter of Intent
   All of the major issues in a successful transaction are negotiated in the Letter of Intent. We address and resolve all of these issues—before due diligence.

7. Due Diligence
   Due diligence is a complex process. We can assist you with the process to make it less difficult for you to determine whether you want to purchase a particular practice.

8. Contract Negotiations
   We can advise your attorneys on critical matters contained in the Purchase and Sale Agreement, Employment Agreement, Non-Compete Agreement and Financing Agreement.

9. Coordinate Closing
   Once we have a deal in place we keep all parties on track: the seller, the buyer, the attorneys and any other professionals who may be involved in the process.

10. A Smooth Transition
    Much of the work begins after closing when numerous critical details must be resolved. PK Connect helps you identify these issues before closing, making it easier to document their execution and completion. This helps to preserve value for all parties.