For many firm owners, selling their practice is a once-in-a-lifetime decision. At Aline, we get to know our partners to ensure we design the right partnership for every partner and the group.

Partnership Journey and Typical Deal Structure

We’re committed to making this process as transparent and straightforward as possible. The entire process from the signed LOI to the partnership date takes approximately 6–12 weeks.

Step 1: Introductory Meeting

It all starts with a conversation to determine fit and ALINEment.

Step 2: Information Exchange

We’ll learn more about your firm and you’ll learn more about Aline.

Step 3: Partnership Discussion

We’ll work together to get to terms that are right for both you and Aline. This is also when we finalize the post-partnership growth plan for your firm.

Step 4: Letter of Intent

We memorialize our discussions in a clear, concise LOI that captures the important deal terms of our partnership.

Step 5: Due Diligence / Transition Planning

The financial and legal information provided in Step 2 is confirmed. A plan is created for a seamless transition (vendor assignments, communications, celebration, etc.).

Step 6: Closing

Your practice is welcomed into the Aline family. Deal documents are finalized and executed, and any outstanding consideration is paid. Then, it’s time for a team-wide celebration!

The Typical Deal Structure

100% buyout
Cash at closing
Rollover into Aline equity (market value on closing date)
Seller note

Partnership – Strategy – Success

Partnerships built for lasting success through a transparent process with a team that truly cares.

Partnership

We build tailored partnerships by truly getting to know each firm.

Strategy

Our step-by-step process ensures a smooth, thoughtful transition.

Success

Success means a strong future for your firm, your team, and your clients.

Contact us and experience a relationship built on excellence, trust, and shared success.
Prefer to speak to someone directly over the phone?  Call 984-263-7770.