Encrypted & Confidential
Secure Document Upload Portal
Upload your practice financial documents below. All files are encrypted in transit and at rest. Your information is never shared with buyers or third parties without your explicit permission.
Identify Your Practice
Your documents will be organized under your practice name so your advisor can find them easily.
What to upload for your valuation:
→Tax Returns: Last 3 years (1120-S, Schedule C, or 1065)
→P&L Statement: Last 3 years from your CPA
→Balance Sheet: Most recent from your CPA or accounting system — include prior years to show financial trend
→AR Aging Report: Current from your billing system (Athena, Kareo, etc.) — include prior year for collection trend
PDFs preferred. These 4 documents contain everything needed to calculate your practice value.
Remove patient-identifiable information before uploading.
No patient names, dates of birth, Social Security numbers, member IDs, or policy numbers. We only need financial summaries — individual patient records are never required.
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