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Why These Free Resources Exist
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.
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.
M&A Tools
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 Closed 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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