Sell-Side Advisory for Treatment Centers and Rehabs

Who we represent

Westwood works with owners nationwide, in all fifty states, who built a behavioral health operation and now need it handled properly — quietly, and by people who already speak the language of licensing, payer contracts, and clinical staffing. Most of our sell-side clients fall into one of these groups:

• Founder-owned single-site facilities — detox, residential, PHP/IOP, or outpatient — where the owner is still clinically or operationally involved
• Multi-site regional operators who have outgrown a local broker but are too small for a national investment bank
• Family-owned programs weighing a sale against passing the business to the next generation
• Non-profit and mission-driven programs that need a buyer who will preserve the mission, the grant structure, and continuity of care
• Owners who own their real estate and need the operating business and the property valued and negotiated as the distinct assets they are

How a sell-side engagement runs

Every process is built around your timeline, your staff, and what you want out of the transaction. The shape is consistent:

• 1. Positioning and valuation. We review financials, payer mix, census and utilization trends, licensure, accreditation, staffing, and real estate — then build the value story buyers will actually pay for.
• 2. Confidential materials. A blind profile and a full confidential information memorandum, prepared so nothing identifies the facility, the location, or your staff before you approve disclosure.
• 3. Qualified buyer outreach. We approach a targeted set of strategic operators, platforms, and capital sources — not a broadcast auction. Off-market conversations come first.
• 4. Management meetings and offers. We manage the dance: who sees what, when, and under what confidentiality. You stay in control of the sequence.
• 5. Diligence, licensing, and close. Financial diligence, licensure transfer or change of ownership filings, lease and zoning coordination, and closing mechanics.
• 6. Transition. Staff communication, patient continuity, and whatever handover period you and the buyer agree on.

What we protect

A behavioral health facility is not a widget business. A deal that leaks can cost you referrals, staff, and leverage at the same time. We work to keep the process invisible until it should not be:

• Your clinical staff, who hear about a sale from us or you — not from the market
• Your referral sources, whose confidence in continuity of care affects census through close and beyond
• Your licensure and accreditation standing, which buyers diligence harder than anything else in this sector
• Your payer relationships, including any rate integrity issues a buyer will try to reprice
• Your negotiating position, which is destroyed the moment a process looks desperate or crowded