If we ever sell to a DSO, does what you build help or hurt us in due diligence?

A buyer's diligence looks at more than your production. They will ask for your security risk analysis and when it was last updated, your BAAs, your breach history, your software licensing position, the age and condition of your equipment, and whether patient data is where you say it is. A practice that cannot answer those quickly signals risk, and risk gets priced.

Because we maintain that documentation continuously rather than producing it on request, most of the technical diligence list is already assembled. Practices we support generally answer the IT and compliance sections in days rather than weeks, and without their office manager stopping her actual job to dig through files.

The items that most often cause trouble in a transaction are the ones that are cheap to fix years in advance and awkward to fix under a letter of intent: a risk analysis that has not been touched since 2019, missing BAAs with vendors, software licensed to an individual rather than the practice entity, and equipment that has quietly aged past useful life.

Tell us if a sale is on your horizon, even loosely. It changes what we would recommend you spend on and when, and there are purchases that make no sense to make eighteen months before a transaction.