A different kind of M&A advisor
The buyer negotiates transactions for a living. Most founders don't.
Selling a business is not simply about finding someone willing to buy it. The outcome depends on preparation, buyer selection, valuation, structure, working capital, rollover equity, earnouts and the obligations you accept after closing.
PRO-iBrokers gives founders an experienced team on their side of the table.
Without specialized representation
- Limited buyer competition
- Reactive negotiations
- Focus on headline price
- Unclear deal structure
- Founder managing diligence alone
- Risk of avoidable post-close obligations
With PRO-iBrokers
- Curated buyer outreach
- Competitive positioning
- Detailed financial analysis
- Structure evaluated alongside price
- Organized diligence process
- Founder objectives incorporated from the start
Specialized expertise
We focus where we have real operating and transaction knowledge.
Healthcare
Advisory for owners of medical practices, cash-based clinics and med spas, grounded in the operating, financial and buyer dynamics unique to provider-based businesses.
- Medical Practices
- Cash-Based Clinics
- Wellness Clinics
- Med Spas
Why PRO-iBrokers
Built by operators. Designed for founders.
Financial Analysis
We analyze normalized earnings, valuation and the economics behind each offer — including cash at close, rollover equity, earnouts, working capital and other terms that affect a seller's actual outcome.
Transaction Guidance
From preparation and positioning through buyer outreach, negotiations and diligence, we support the transaction from start to finish.
Coordinated Deal Resources
We work alongside independent legal, accounting and other transaction advisors throughout the process and can help connect owners with experienced M&A professionals when needed.
We are not a standard brokerage. We don't charge a penny until your deal closes.
Many advisors ask for retainers and upfront fees before the work begins. We don't. Our compensation is tied to your outcome: if we don't sell your practice, we don't get paid.
Justin Montgomery
FOUNDER & SENIOR BROKER
Founder / Senior Broker
An advisor who has actually been on the founder's side of the table.
Before advising and consulting with practice owners, Justin Montgomery spent years building multiple businesses and practices himself — taking them from startup, to scale, and ultimately through the sales process. That let him retire early, and today he focuses on helping other owners do the same.
That experience shapes PRO-iBrokers around a simple idea: owners deserve an advisor who has lived through the process and understands that the best deal is not always the offer with the largest number, but the offer that allows the owner to live the life they want to.
- Founder & Operator
- Healthcare Experience
Our approach
A disciplined and personalized process, built around your long-term goals.
- STEP 01
Understand the Owner
Define financial objectives, transition preferences, timing and what an ideal outcome actually looks like.
- STEP 02
Analyze & Prepare
Review financials, normalize earnings, understand growth drivers and prepare compelling buyer materials.
- STEP 03
Position the Opportunity
Develop the investment narrative and identify the most relevant strategic and financial buyers.
- STEP 04
Create Buyer Competition
Conduct confidential outreach, qualify interest and manage conversations with prospective acquirers.
- STEP 05
Evaluate & Negotiate
Compare offers across valuation and structure — cash at close, rollover equity, earnouts, working capital and post-close requirements.
- STEP 06
Diligence & Close
Coordinate diligence and work alongside legal, accounting and other advisors through execution and closing.
Price isn't the whole deal
The highest offer is not always the best offer.
Buyer A
$20.0M
HEADLINE VALUE
- Cash at close
- $14.0M
- Rollover equity
- $3.0M
- Earnout
- $3.0M
Buyer B
$19.0M
HEADLINE VALUE
- Cash at close
- $17.0M
- Rollover equity
- $2.0M
- Earnout
- None
Which is the better deal?
Our Expertise
A medical practice is not a generic business.
Who we work with
Built for successful founders considering their next chapter.
Considering a Sale
You are actively evaluating a transaction in the next 6–24 months.
Already Approached
A strategic buyer or private-equity-backed group has contacted you and you want to understand your options.
Preparing Early
You may not sell today but want to understand valuation and what would increase value before going to market.
Not sure whether you're ready? That's a good reason to talk.
Start a Confidential ConversationTrack record
Experience that matters when the stakes are high.
$1B+
OF COMBINED TRANSACTION EXPERIENCE
The PRO-iBrokers team brings experience across more than $1 billion of buy-side and sell-side transactions.
Confidential by design
Exploring your options should not put your practice at risk.
Discreet Initial Conversation
An initial, private discussion about your goals and options — no commitment, no market exposure.
Targeted Buyer Outreach
Outreach is limited to qualified, relevant buyers rather than broad public marketing.
Controlled Information Sharing
Sensitive information is released intentionally, in stages, as buyer interest is qualified.
Next step
You don't need to decide to sell.
You just need to understand your options.
Whether you're years from a sale or already have an offer in hand, we'll help you understand your options.