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Why These Resources Exist
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Over the years, I’ve been the beneficiary of advice, templates, and hard-earned lessons shared freely by others, leaders who took time to help me avoid mistakes and think bigger. Those moments shaped the way I build and lead. This page is my way of returning that favor.
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Here you’ll find free, practical resources - LOIs, APAs, due-diligence checklists, strategy guides, + more, created to help behavioral-health founders and practice leaders operate more efficiently, scale sustainably, and prepare for what’s next. If something here helps you move forward faster, then it’s served its purpose.
Tools for Purchasing
Letter of Intent
Non-Disclosure Agreement
Stock Purchase Agreement
Asset Purchase Agreement
Preparing to Close a Deal
Due Diligence General
Due Diligence Clinical Compliance
Due Diligence Payor Contracts
Due Diligence Financial & Tax
You Close a Deal - Now What?
Post-Closing Integration Tracker
Want something not listed?
Reach out to let me know.
I'll find a way to get you what you need.
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