Phase 1: Introductions & Letter of Intent

• Introductory meeting or call
• Non-disclosure agreement
• Valuation Analysis
  • We know you are busy, so we keep our requests limited
  • Opportunity for you to speak with others that have joined DOCS
• Proposal and Non-Binding Letter of Intent

Phase 2: Confirmatory Diligence & Legal Documentation

• Confirmatory due diligence
  • DOCS confirms our valuation analysis by reviewing additional financial and operational information
  • Similar to Phase 1, we are efficient in our requests and keep the requests limited
• Negotiate legal documents
• Execute legal documents

Phase 3: Integration & Closing

• Transition plan
  • Schedule closing date and training
  • Coordinate communication plan to appropriately inform staff members about the transition
  • DOCS sends a team to prepare for the transition and integration
• Transaction Closing
  • Close transaction and wire payment
  • DOCS team onsite at closing
• Integration
  • DOCS integration team remains onsite for the transition
  • DOCS assumes the administrative function allowing you to focus on your medical practice while remaining the physician-lead in the office
  • Regular communication with DOCS executive leadership team to ensure a smooth transition
  • Provide additional resources to pursue growth opportunities