IS Advisory Group

Valuation Process

Healthcare Practice

Valuation Process

Understanding the true value of your practice is essential when planning a sale, acquisition, or long-term growth. Our approach combines financial expertise, real market data, and healthcare-specific insight across Alberta to deliver accurate and actionable valuations.

Our Process

1. Initial Consultation

We begin with a confidential discussion to understand your goals and practice overview. Whether you are planning to sell, buy, or grow, this step ensures the valuation aligns with your objectives.

2. Information Gathering

We review key documents including financial statements, lease agreements, staffing structure, and patient metrics. All information is handled with strict confidentiality.

3. Financial Normalization

We adjust your financials to reflect true earning power by normalizing owner compensation and removing non-recurring or discretionary expenses to determine sustainable EBITDA.

4. Valuation Analysis

We apply proven valuation methods, including income-based approaches and market comparisons, to determine a realistic value range. We also assess the balance between tangible assets and goodwill.

5. Market & Risk Assessment

We evaluate external factors such as buyer demand, location dynamics in Edmonton, lease structure, and operational risks that influence value.

6. Valuation Report & Recommendations

You receive a clear valuation range along with key insights, risk factors, and practical recommendations to enhance the value of your practice.

What Impacts Value

  • Profitability and revenue stability
  • Patient base and retention
  • Location and lease terms
  • Staff structure and dependency
  • Growth potential

Next Steps

Based on your goals, we guide you through:

  • Preparing your practice for sale
  • Executing a transaction
  • Strategic planning for future growth

Book a Confidential Consultation

Get clarity on what your healthcare practice is worth and how to maximize its value.