Attention Med Spa and Cash-Pay Clinic Owners:
The Ultimate Exit Planning Checklist
Get instant access to the step-by-step roadmap buyers look for—so you maximize your valuation and sail through due diligence.
Why You Need This Checklist
Spot hidden value drivers buyers pay premium multiples for
Shore up critical gaps in operations, finance, compliance, and leadership
Accelerate your timeline by knowing exactly what to prepare now
Avoid last-minute surprises in due diligence that kill deals
✅ What’s Inside:
Exit Objectives – Define your timeline, target multiple, and post-sale goals
Financial & Tax Prep – Tidy your books and normalize EBITDA for top dollar
Operational Readiness – Document SOPs, tech stack, leases, and compliance
Team & Leadership – Lock down agreements, incentive plans, and succession
Marketing & Growth Assets – Showcase your most profitable channels and expansion plans
Due Diligence Essentials – Build a secure data room and gather every contract
Advisor & Timeline – Map out your M&A team and deal milestones
Post-Exit Planning – Structure earn-outs, handovers, and reinvestment strategies
👋 Who This Is For
Med spa and cash-pay clinic owners that want to sell your practices
Owners thinking about exiting in the next 2–5 years or
Founders ready to scale, license, or build generational wealth from their spa
⭐ With all the moving parts and hired professionals involved, it can be hard to know what your responsibilities are once this process begins.
- Jonah Pollone
⭐ Without proper direction, selling a business can quickly become overwhelming and chaotic. Organizing the process into concrete tasks will help keep priorities in order and ensure that important things don’t fall through the cracks.
- Christian Aunspaugh
🔥 What is a roll up?
If you want to know more about roll ups, and you’re already doing $500K+ in revenue, submit your information. Keep an eye on your inbox. We’ll send you a private invitation to learn more.