Two Doctors in North Carolina Were Considering Retirement

The Challenge

A two doctor practice with doctors about 60 thought they were nearing the end of the game. They figured it was best to sell 80% of their practice for cash and keep 20% in equity.

The Solution

We introduced them to an IDSO that offered significant equity upside. Seeing the potential to create generational wealth for their family, they decided on a 51/49% deal. We expect them to earn an extra $25 million in the next three years, vs their original plan to cash out and retire.