Benefits of becoming a Menlo Private Client include:
Our proprietary process is a key part of our custom exclusive experience to guide our clients through their transition. Our process includes:
We will get to know you, your practice and your short- and long-term goals.
Our team will analyze the current value of your practice, so we can help you create strategies to increase its worth. You will receive a deliverable that outlines exit options, valuation expectations, and steps to prepare for your future transition.
When you are ready to sell, a personalized listing agreement will be presented to you. Exclusivity creates a partnership between you and our team to bring about your ideal outcomes.
We will present to you multiple offers for selling your practice with the promise that you are under no obligation to accept any of them.