Free Consultation and Tailored Plan Outline

Tier 1 – Transaction Advisory

Services

For buyers, sellers, and investors focused on deals.

Services:

Buy-side M&A; (practice or lab acquisitions)

Sell-side readiness (financial clean-up, valuation prep)

Creative deal structures (seller financing, earnouts, JVs)

Capital raising & investor bridge (pitch support, growth story)

Engagement Style: Fixed-fee projects or success fee retainers

Typical Client: DSOs, labs, or investors preparing for growth/exit

Tiered consulting services tailored to your business needs, providing strategic solutions and actionable insights. Enhance performance and drive success with our seasoned professionals guiding your organization into a prosperous future.

Tier 2 – Platform Development & Integration

For groups aiming to scale or prepare for a premium exit.

Services:

Platform structuring (finance, HR, reporting, compliance)

Post-close integration playbooks (new acquisition onboarding)

Operational alignment (standardized KPIs, unified processes)

Value engineering (preparing for higher multiple valuation)

Engagement Style: Monthly retainers ($5k–$10k) or 90-day sprints

Typical Client: Growing DSOs, emerging DLSOs, PE-backed platforms

Tier 3 – AI-Powered Growth & Partnerships

For operators seeking speed, efficiency, and innovation.

Services:

AI-driven benchmarking, KPI dashboards, workflow automation

Efficiency audits (10x faster deliverables at fraction of cost)

Strategic partnerships (DSO « Lab contracts, networks)

Build/buy/partner analysis for vertical integration

Engagement Style: Flat-fee projects ($10K) or advisory retainers ($5k–$7K)

Typical Client: DSOs, labs, or groups exploring AI adoption

CatalystAI Group

Advisory for DSOs, DLSOs & Private Equity

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