As a Menlo Private Client, you receive our highest level of service.


Benefits of becoming a Menlo Private Client include:

  • A dedicated team of experts who are experienced working with larger practices and navigating complex practice situations.
  • Tailored consulting to create the perfect transition plan.
  • Access to a wealth of resources, including commercial real estate services, property management and expert financial analysis.
  • Economies of scale to ensure reasonable brokerage fees and more money in your pocket.
  • Access to a large buyer pool of private investors, both large and small.
  • Opportunity to participate in group rollups.
  • Custom exclusive experience to ensure a smooth transition.


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.

Transitions Consulting & Appraisal

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.