Plan a merger, an acquisition, or joining a larger group with a clear view of terms and risks. Physician Planning Partners introduces physicians to independent healthcare M&A attorneys and transaction professionals.
Medical practice mergers and acquisitions cover combining with another practice, acquiring a smaller practice, or joining a larger group. A typical deal includes strategy and fit, valuation of each practice, a letter of intent, due diligence, governance and compensation terms, regulatory review, and integration. Physician Planning Partners introduces owners to independent professionals. It does not broker deals.
A medical practice merger can create shared call coverage, stronger payer contracting, and room for subspecialty or ancillary services. It can also fail quietly if the groups never agree on compensation, governance, or culture. The legal documents matter, but so do the conversations that come before them.
Medical practices merge for different reasons: to share services and staff, to strengthen payer contracting, to add specialties or locations, or to compete with platforms as a physician-owned group. Medical practice mergers and acquisitions raise questions about governance, compensation, compliance, and whether combined ancillary services still fit within the rules.
Why combine, what each side brings, and how clinical styles and cultures align.
Independent opinions of value so each side understands what it contributes.
Key terms, exclusivity, and confidentiality, reviewed by counsel before signing.
Review of records, contracts, compliance, facilities, and any pending matters.
How decisions are made across sites, and how much local control each keeps.
Combined ancillary services must still fit within Stark law exceptions.
How clinical work and shared services are credited in physician pay.
How existing ASC or real estate shares fit the combined group.
Typical items include several years of statements, payer contracts, leases, provider and staff agreements, licenses and credentials, compliance policies and audits, equipment lists, pending claims, and records custody plans. Your M&A attorney will tailor the list to the deal and to state law, and will set up a secure way to share documents.
Timelines vary with the size of the groups, the number of locations, and the issues found in due diligence. Agreeing on governance and compensation often takes longer than the paperwork. Ask your attorney for a realistic schedule, and plan integration work before closing rather than after it.
Some do. Depending on the size of the deal and the market, federal or state antitrust rules may require notice or review, and some states require notice of healthcare transactions. Referral and ownership rules may also apply. A healthcare M&A attorney can tell you which reviews apply to your deal.
It can make sense when practices want shared services, stronger payer contracting, and broader coverage while staying physician-owned. It also changes compensation, governance, and control. Review governance, compliance, and antitrust questions with a healthcare M&A attorney, and work through an acquisition checklist, before agreeing to terms.
No. Physician Planning Partners is an introduction service. It does not broker, fund, or negotiate deals. It connects practice owners with independent healthcare M&A attorneys and transaction professionals. The professional you choose works for you directly, explains their own scope and fees up front, and is responsible for the work they deliver. You decide whether to hire them.
Nothing. Physician Planning Partners does not charge physicians for the introduction. If you hire the professional, you pay them directly, and they explain their scope and fees up front. Physician Planning Partners may receive compensation from partner businesses, as described in the site disclaimer. You are never obligated to hire anyone you meet.
Related reading: valuation
How medical practice owners plan an exit, from readiness and sale options to succession and transition.
Back to Exit Planning →An honest look at how ready your practice, and you, are for a change of ownership.
Explore exit readiness →How a medical practice sale works, who may buy, and what to ask brokers and attorneys.
Explore selling your practice →How private equity platforms, groups, and partnership structures work, and what to review before you engage.
Explore private equity options →How medical practices combine, acquire, or join other practices, and what a deal team reviews.
Explore mergers & acquisitions →Planning a successor, a partner buy-in, or a buyout, with clear terms for everyone involved.
Explore succession & buy-ins →Handing over patients, staff, records, and accounts smoothly after a change of ownership.
Explore transition support →Take a 2-minute Exit Readiness Check and request an introduction to an independent M&A professional who works with physicians.
Take the 2-minute Exit Readiness Checkor call (972) 616-4581
Physician Planning Partners is an introduction service connecting physicians with independent professionals. It does not value, broker, or buy practices. General education, not legal advice.

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