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Masterclass Description:
When a private equity buyer looks at a medspa or a plastic surgery practice, they are not buying revenue. They are buying predictable, transferable profit, and they pay the most for the practice that proves it before they ask. Julie sat on the seller's side of that table, and this Masterclass teaches you what she wishes someone had told her two years before she signed.
Across 13 modules you will:
- Learn how a buyer values your practice: adjusted profit, the multiple, and the levers that move it up or down
- Face the two Hard Truths that set your price: owner-dependence, and the deferred revenue fight you can prevent
- Measure your practice on the five numbers that scale and sell, against Good, Better, and Best benchmarks
- Write, train, and score the ten repeatable processes a buyer tests before they trust your profit
- Build your provider bench and step out of the chair on a 12-to-18-month plan without losing the revenue
- Turn memberships, retention, and reactivation into revenue a buyer can model and pay more for
- Prepare for financial diligence: the Quality of Earnings, a clean profit and loss statement, add-backs, accrual, and the pre-close inventory count
- Schedule every number that lives outside the profit and loss statement: packages, gift cards, membership credits, deposits
- Build a thirteen-folder data room, with staged access and the first five files a buyer opens
- Pass legal diligence: ownership structure, a compliant medical director, and the state rules that delay or kill closings
- Choose the seven seats on your advisory team, what each costs, and when to engage them
- Read a term sheet so the headline number becomes a number you can plan on: cash, rollover, earnout, escrow, Day 1
- Apply the Surgical Practice Lens: surgeon dependence, the surgery center, the mix, and the medspa inside your practice
Course: The Multi-Million Dollar Exit™
Priceless Success Tools Included:
- The Elite Exit Scorecard — 100 points across eight categories, weighted the way a buyer weighs them, with your readiness tier and quarterly re-score
- The Valuation Estimator — an indicative value range from your own profit, owner load, recurring revenue, and concentration, with every adjustment shown
- The Add-Back Worksheet — every commingled or one-time expense documented, so it counts toward adjusted profit instead of getting thrown out
- The Off-the-Books Liability Worksheet — your packages, gift cards, membership credits, and deposits on one schedule, with cost to serve
- The Data Room Checklist — all thirteen folders and 76 documents, tracked uploaded, verified, and reviewed
- The Legal Diligence Checklist — 34 items across structure, medical director, supervision, compensation, contracts, risk, and surgical
- The Advisor Matrix — the seven seats, the questions to ask each one, fee model, and engagement date
- The 36-Month Exit Runway — quarter by quarter, from today to Day 1
- The Business Dictionary — every business, finance, legal, and deal term in the course, in plain English, with a medspa example
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Level: Intermediate
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Duration: 6.5 hours
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Video Time: 23 minutes
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Author: Julie Anne Davis, JD, MHA, KOL & Founder
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Learners: 18+

