Episode 35 · With Oli Abrams · 1 Jun 2026 · 59 min

    What an Acquirer Looks for in Your Clinic

    A clinic-group M&A director on what buyers really value, why owner-dependence and messy data cost you, and the prepare-early lesson dental learned that MSK hasn't yet.

    Featured guest

    Oli Abrams

    Director of M&A, Kinetiko Health
    Oli Abrams is Director of M&A at Kinetiko Health, a group that partners with and acquires MSK clinics (physio, chiro, osteo and podiatry). He spent close to a decade in dental M&A at Dentex, later Portman Dentex, starting in the legal and transactions team before moving into acquisitions, and recently crossed into the less-consolidated MSK market. He runs partner onboarding end to end, from finding clinics through due diligence to completion.
    A lot of people think, 'I'm ready to retire, so I'm going to sell now,' and they lose a lot of the value they could have taken out if they had prepared for sale five years earlier.
    Oli Abrams

    Show notes

    Oli Abrams is Director of M&A at Kinetiko Health, a group that partners with MSK clinics across physio, chiro, osteo and podiatry. He spent close to a decade in dental M&A at Dentex, later Portman Dentex, before moving to the less-consolidated MSK market, and runs partner onboarding from first contact through due diligence to completion.

    He and Jared walk through what an acquirer actually looks for, starting with the who: the principal, the next generation of leadership, and the cultural fabric of the team, because that intangible value walks out the door if the owner does. Then the numbers: recurring versus new patients, payer mix and the stroke-of-the-pen risk of leaning too hard on insurance, and why margin in MSK is won by growing revenue on a stable cost base, not by the cost-cutting that gives corporates a bad name.

    They get tactical on where clinics leak value, from first-visit and single-visit integrity to cancellation rebooking and who owns follow-up once the patient leaves the room, and close on the biggest lesson from Oli's cross-over: dental owners prepare for a sale years ahead and speak to peers who have sold, while MSK owners tend to leave value on the table, and the MSK habit worth copying is reducing reliance on the founder as the revenue engine.

    Key takeaways

    • The first thing a buyer assesses is the owner and the culture, not the numbers. If the principal steps away on day one, you lose the intangible value that made the clinic worth buying.
    • Key-person reliance is a risk, not always a deal-breaker. MSK usually spreads revenue across more practitioners than dental, but succession planning is settled before the offer stage.
    • Recurring revenue beats new-patient volume. Patients coming back proves the service is good and gives stability; new patients are expensive to win and easy to lose.
    • Watch payer concentration and stroke-of-the-pen risk. Heavy insurance reliance (sometimes 70-80% in central London) is stable but lower-margin, and one payer pulling a service can reshape the business overnight.
    • Margin in MSK is won on revenue, not cost-cutting. Grow the top line against a stable cost base; good buyers focus on revenue growth, not stripping a business for a better-looking P&L.
    • The value leaks are first-visit and single-visit integrity and cancellation rebooking. Keep a warm pipeline of next-up patients to backfill cancellations, and get the next appointment booked before the patient leaves.
    • Prepare early and do your research. Dental owners plan a sale years ahead and speak to peers who have sold (Kinetiko is 100% referenceable); every owner should reduce reliance on themselves long before they think about selling.
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