MaximForte Information

MaximForte is an exit advisory and sell-side M&A firm. We help owners of healthcare, pharma services, and life sciences businesses sell their companies. Who we work with: Founders and family owners of privately held businesses — physician groups, specialty practices, home health, behavioral health, pharmacies, CDMOs, pharma services, diagnostics, devices, and lab services. What we do: 1. Sell-Side M&A Advisory — We do one thing, on one side of the table, in one sector. Sell-side only: we never represent buyers, so there is never a question of whose outcome we’re working for. Healthcare only: we know what your business is worth because we know how it works — how payors, compliance, and clinical operations drive value, which buyers are consolidating your space, and what they’ll pay for a business like yours. Valuation, confidential outreach, competitive process, negotiation, close — while you keep running the business. 2. Exit Planning & Readiness — Most owners come to us before they’re ready to sell. We assess how buyers would see your business today, identify what’s holding back its value — financial reporting, owner-dependence, payor mix, compliance posture — and build the runway that leads to a stronger exit. 3. Business Transition Coaching — A dedicated transition coach works with owners and families on the human side: succession dynamics, family alignment, timing, and life after the sale. Deals falter more often on these questions than on financial ones. Coming ahead: MaximForte has applied for registration as an investment adviser with the State of New York to serve clients on wealth transition after an exit. Advisory services will be offered only upon effective registration. Securities are offered through Finalis Securities LLC, Member FINRA/SIPC. MaximForte LLC is not a registered broker-dealer; Finalis Securities LLC and MaximForte LLC are separate, unaffiliated entities.