Our Process

Step 1: Let’s Talk and Understand your Goals and Priorities

  • Understand your near-, medium- and long-term goals

  • Familiarize ourselves with your team, from assistants to Associate DVMs

  • Convey the PreSale Growth Partners value proposition and initial thoughts on where and how we can help

Once we have alignment on your needs and our capabilities, we will look deeper into your practice’s operations and financial performance.

Step 2: Review Your Practice

  • Financial review of the practice and begin to understand areas for improvement

  • Broad understanding of operations including current staffing needs, marketing efforts, purchasing patterns, and vendor management, among other business-related aspects

  • Discuss a preliminary view of potential opportunities and challenges, and begin to create a framework how to improve performance

This information provides PreSale Growth Partners the core information to create a preliminary strategy for the practice and to make an investment proposal.

Step 3: Create a Strategic Plan & Submit an Investment Portfolio

  • PreSale Growth Partners will present to you a preliminary strategic plan to improve the practice’s financial performance

  • We will submit a formal proposal for PreSale Growth Partners to acquire a minority ownership position in your practice

Once we have agreement on the strategic plan and the investment proposal, PreSale Growth Partners gets to work executing the value creation strategies.

Step 4: Execute the Plan

  • PreSale Growth Partners collaborates with the existing practice team members and the veterinarian owner to execute the strategy

  • Veterinarians remain in charge of clinical care – PreSale Growth Partners remains focused on business activities, not clinical

We are focused on core strategies that have long-term sustainable benefits

Step 5: Owner Veterinarian Decides the Timing of a Corporate Sale

  • You decide when the time is right to pursue a corporate sale

  • With improved financial performance, you can sell the practice and benefit from a strong valuation, or continue operating the practice and benefit from strong profitability and cash flows and sell further into the future

The PreSale Growth Partners strategy creates a win-win-win structure for all parties when you choose to sell or if you prefer to hold the practice for longer.