1. EachPod

125: Maximizing Clinic Value: M&A & Roll-Up Strategies with Craig Keegan

Author
superclinicproject
Published
Wed 09 Jul 2025
Episode Link
https://superclinicproject.podbean.com/e/unlocking-hidden-potential-in-ma-secrets-from-craig-keegan/

 


Episode Summary:

In this episode of The Super Clinic Project, host Jennifer Gligoric welcomes Craig Keegan, mergers and acquisitions (M&A) expert and founder of M&A Profits. Craig shares his deep knowledge of roll-ups, due diligence, and creating value in your clinic to prepare for a successful sale or scale. Whether you're a clinic owner planning your exit or looking to grow your practice strategically, this episode provides actionable insights to help you maximize your business’s potential and profitability.


Key Topics Discussed:
Roll-Ups and Strategic Growth:

  • Craig explains the concept of roll-ups, where multiple clinics consolidate to share operations and increase valuation.

  • Learn how roll-ups allow owners to sell a portion of their business, retain equity, and benefit from dividends and future sales.


Preparing Your Business for Sale:

  • Why preparation is critical to maximizing value in mergers and acquisitions.

  • The importance of systematizing operations and cleaning up your books to make your clinic more attractive to buyers.

  • Craig’s advice to set your business up for sale instead of focusing solely on tax minimization.


Leveraging AI for Due Diligence:

  • Craig discusses his AI-powered system that performs due diligence in under an hour, saving time and money.

  • How clinic owners can use AI tools to streamline tasks, analyze data, and improve efficiency.


Building Value in Your Clinic:

  • The importance of creating systems and processes to reduce reliance on the owner.

  • How systematized clinics can achieve valuations up to 6x their annual income.

  • Strategies to create recurring revenue and navigate seasonal dips in income.


Mindset Shifts for Long-Term Success:

  • The significance of thinking strategically and aligning your business with your long-term goals.

  • Why reliable data is essential for making informed decisions and avoiding short-term thinking.


Memorable Quotes:

  • "Preparation is the key to success in mergers and acquisitions. Most people fail because they don’t know their options." — Craig Keegan

  • "If you can’t step away from your business for a month without it falling apart, you have a problem." — Craig Keegan

  • "Without reliable data, you are merely another person with an opinion." — Craig Keegan


Exclusive Resources for Listeners:

Craig Keegan is offering a 30-minute complimentary consultation exclusively for Super Clinic Project listeners. Visit superclinicproject.com for access. 


 


Listener Engagement:



  • Like, share, and review the podcast to help us reach more clinic owners like you.

  • Join our SKOOL group for more resources. .


About Our Guest:

Craig Keegan is the founder of M&A Profits, specializing in helping business owners navigate mergers, acquisitions, and roll-ups to maximize the value of their businesses. With a background in IT and extensive experience in M&A, Craig uses innovative tools like AI to streamline due diligence and create scalable strategies for business growth. Craig is passionate about empowering clinic owners to unlock their full potential and achieve their long-term goals.


 

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