We are Cynergy Consulting Services

As a healthcare business advisory firm, Cynergy Consulting Services combines decades of healthcare industry and consulting experience with practical business expertise to help healthcare practice owners make informed operational, financial, and strategic decisions with confidence. Through practice assessments, operational consulting, strategic planning, business valuations, and practice brokerage services, we provide objective guidance tailored to the unique needs and goals of each organization.

We believe every healthcare practice has a story beyond the numbers. Understanding that story, its people, operations, opportunities, challenges, and long-term vision, allows us to deliver practical solutions that extend beyond financial analysis alone. Whether your goal is to strengthen operations, improve profitability, prepare for future growth, understand the value of your practice, or successfully transition ownership, Cynergy Consulting Services helps identify the best path forward with expertise, confidentiality, and integrity.

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Healthcare consultant collaborating with a doctor on a tablet, discussing strategic solutions for medical practices.

Our Medical Practice Transition Services Are Designed to Help You Make Informed Decisions at Every Stage of the Process.

Depending on your goals, our medical practice transition services may include practice assessments, comprehensive business valuations, buyer identification and qualification, negotiation of transaction terms, due diligence support, transition planning, and coordination through closing. Every engagement is designed to leave you with more than answers, it leaves you with a better understanding of your business, the factors that influence its value, and the confidence to make informed decisions about its future.

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Meet Bethany MacLean

President

My name is Bethany MacLean, and I am the President of Cynergy Consulting Services, Inc. Before acquiring Cynergy Consulting Services, I spent more than 20 years helping grow and lead a family-owned healthcare organization that expanded into a large, multi-location, multi-state business. That experience gave me firsthand insight into the operational, financial, and strategic challenges healthcare business owners face through every stage of growth, operational change, and ownership transition.Every healthcare practice has a story beyond the numbers. Behind every financial statement is a business built through years of hard work, sacrifice, and dedication to patient care. As a business owner myself, I understand both the pride that comes with building something meaningful and the uncertainty that often accompanies significant business decisions, especially when considering an ownership transition or exit strategy. My role is to help practice owners understand how that story, together with the financial, operational, and strategic realities of the business, helps them make informed decisions about its future.That’s why my approach is built on education, accessibility, and partnership. Whether we’re conducting a practice assessment, completing a comprehensive business valuation, or guiding the sale of your practice, my goal is to provide more than a report or facilitate a transaction. I want every client to leave with a better understanding of their business, the factors that influence its value, and the confidence to make informed decisions for the future.

bmaclean@cynergycsi.com

Frequently Asked Questions

What kind of legal considerations should I be aware of when selling my practice?

It’s important to ensure all aspects of your practice comply with laws and regulations, including HIPAA and other healthcare-specific rules. Additionally, the sale itself will require legal agreements like a purchase and sale agreement, so legal counsel is necessary.

How do I manage my staff's concerns about the sale?

It’s important to communicate openly and honestly with your staff about the sale, while also respecting the confidential nature of the process. Assure them that their welfare is being considered during negotiations.

Should I sell the assets of the practice or the stock of the practice?

The decision between selling assets or stocks depends on various factors including tax implications, legal liability, and the specifics of your practice. A financial advisor or attorney can help you decide which option is best for your situation.

How can I increase the value of my practice

In our experience if you can stay on board for the transition. Ideally, we recommend 1-5 years. The longer you stay the more value you add to the practice.

What documents will I need to prepare for the sale?

You’ll need to provide financial statements, tax returns, and operational data. Other important documents include legal paperwork like your practice’s incorporation documents, licenses, and permits, and any contracts or leases. Learn more about the medical practice valuation process here.

How long does it take to sell a medical practice?

The timeline varies based on market conditions, the nature of the practice, and the specifics of the deal. Generally, it can take anywhere from 6 months to over a year. It’s important to partner with an expert in medical practice brokerage.

When should I start planning to sell my practice?

Ideally, you should start planning to sell your practice a few years in advance. This allows you to optimize operations, maximize profitability, and address any potential issues before they can impact the sale. Typically providers begin to plan approximately 5 years before starting the process.

How do I value my medical practice?

The value is a combination of both the tangible and intangible asset value. Some methods that may be used to determine this include the income approach, market approach and asset based approach. Not sure how to get started? Try our free Medical Practice Valuation Calculator.