Step 1

Let’s get to know each other – We want to make sure we’re the right fit for each other. Tell us about yourself, your goals, and what you value in partnership. If all the pieces align, then let’s move forward.

Step 2

NDA - We will enter into a mutual non-disclosure agreement ensuring the confidentiality of the entire process.

Step 3

Initial financial review and practice evaluation – Let’s examine your financials and ensure we have the most complete picture in order to be able to come to a fair and accurate agreement.

Step 4

LOI – Once we have the initial evaluation out of the way, you will receive a letter of intent. This is a non-binding document that outlines the particulars of our potential agreement.

Step 5

Due Diligence – This is the deep dive. We’ll partner with you and your representatives in order to perform legal, financial, compliance and other practice evaluations to confirm and reinforce our initial assessments from Step 3.

Step 6

Agreements – It’s time to Forge a partnership! Once we’re all comfortable with the terms and the agreements are signed, Forge becomes your new partner and provider of management services.