Expertise · After acquisition

Post-Acquisition Growth Integration

Turning the assumptions in the investment case into working growth systems: an acquired practice’s demand, intake and measurement brought onto the platform without losing patient volume in the transition.

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The investment problem

New-patient volume is particularly exposed in the months after close.

Acquired practices often bring patient-acquisition systems that were not designed to be transferred: advertising accounts in an agency’s name, phone numbers tied to a former owner, websites with years of search equity, and intake habits that live with a few people.

Integration done in the wrong order can cost rankings, reviews, tracking history and booked visits at exactly the moment the investment case needs them to grow. The work is to sequence the transition so the platform gains control and consistency without a dip in volume.

What we deliver

Six workstreams that move an acquired practice onto the platform.

The order is adapted to each acquisition and to what diligence found.

  • Ownership and access

    Advertising accounts, analytics, domains, call tracking and listings transferred to platform ownership; duplicate vendors and logins retired; owners and backups documented.

  • Brand and web presence

    Changes that put rankings or reviews at risk frozen at close; brand architecture agreed (keep, co-brand or migrate); migration executed with redirects and listing updates.

  • Demand channels

    Spend held steady and performance baselined by channel, then campaigns moved into platform accounts and budget rebalanced on measured return by market.

  • Intake and scheduling

    Speed to lead, answer and booking rates measured; call handling, scripts and online booking aligned to shared standards and service levels.

  • Measurement

    Current tracking and definitions mapped; calls, forms and bookings connected to appointments; one reporting standard across all locations.

  • Governance

    An accountable owner for each workstream, a weekly integration review with the operating partner, and a clean hand-over to the hold-period operating cadence.

The first 100 days

Secure, align, standardize.

New-patient volume is tracked weekly against the pre-close baseline throughout, with agreed thresholds that trigger review.

  1. Days 0–30: secure and baseline

    Take ownership of accounts, data and domains; freeze risky changes; baseline new-patient volume and intake performance by channel and location.

  2. Days 31–60: align

    Move campaigns into platform accounts, agree the brand approach, align intake and connect tracking to appointments.

  3. Days 61–100: standardize

    Execute migrations, rebalance budget on measured return, and run every location on one measurement and reporting standard.

When to engage

Before signing, at close, and with every add-on.

  • Before signing

    A pre-close checklist: account ownership, domain and listing control, tracking in place, and the intake baseline to verify and secure.

  • At close

    The 100-day integration plan, with owners and dates, starts on day one rather than after the first missed month.

  • Each add-on acquisition

    The same sequence for every practice the platform adds, so integration becomes a routine rather than a project.

Outcomes

What the operating team takes into the hold period.

Commercial

  • Patient volume protected through the transition
  • Budget moved toward measured return by market
  • A repeatable playbook for every add-on the platform makes

Operational

  • An integration plan by workstream, with owners and dates
  • An access and asset register for every acquired location
  • Pre- and post-close volume baselines with weekly tracking
  • One measurement standard and reporting template for the platform

Related expertise

Before close

Patient Marketing Diligence

An evidence-based review of the patient-acquisition engine behind a target’s growth case: what new patients really cost, how efficiently marketing turns demand into visits, and whether the assumptions in the model hold.

Explore Patient Marketing Diligence

Hold period to exit

Portfolio Growth & Value Creation

Sustained growth performance across platforms and portfolio companies: patient growth measured consistently, funded where it returns, and reported in terms a board and a future buyer will recognize.

Explore Value Creation

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Closing on an acquisition?

Plan the growth integration before the transition starts.

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