40+ years of combined healthcare and private equity experience

Empowering Sovereign Doctors, Elevating Practices. SovDoc specializes in helping physician practices unlock their full potential through tailored financial, digital, and strategic advisory solutions backed by healthcare private equity expertise.

WHAT WE DO

Grow Your Healthcare Practice

1

Financial Advisory

20/20 Visibility – managing your financials & KPIs like a PE firm
Maximizing Practice Value – increasing the two key drivers of value, EBITDA x Exit Multiple

2

Digital Advisory

Patient Acquisition – acquiring more new patients, at a cheaper cost per visit(medical SEO, google ads mgmt, etc.)
Patient Expansion – digitally engaging your patients, translating to higher return & referral rates (social media mgmt, email & SMS , etc.)

3

Strategic Advisory

Sale Preparation – positioning your practice for maximum value & informing sale timing
Initiating a Sale Process  – data prep & warm intros to top-tier healthcare PE firms & advisors
ABOUT US

OUR MISSION

At SovDoc, we are dedicated to providing expert guidance to physician practices, enabling them to maximize profitability, enhance digital presence, and prepare for successful exits. Founded by former healthcare private equity professionals, our team combines industry expertise with a deep understanding of the challenges faced by modern medical practices.
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SERVICES

Secure Your Financial Future

Financial Advisory

We offer comprehensive financial modeling and analysis to help practices improve profitability and gain clear financial visibility, similar to private equity firms.

Digital Advisory

Our digital strategies include medical SEO, social media management, and Google Ads management to boost your online presence and patient engagement.

Strategic Advisory

From practice valuation to sale preparation, we help practices achieve maximum value and optimal timing for successful exits.

"As the owner of a rapidly growing Med Spa in Beverly Hills, Rob and the SovDoc team's advisory expertise has been incredibly helpful as I continuously think through the next chapters of growth for my practice. Rob has a solid healthcare private equity background, which is quite valuable as I think about expanding locations, geographies, hiring employee doctors and perhaps doing capital raises in the future."

Dr. Robert Dorfman Plastic Surgeon & Founder

"As a practice owner focused on expanding into new markets, the expertise Rob and the SovDoc team provided has been invaluable. Their insight has helped me navigate the complexities of scaling while staying competitive in the industry. From strategic planning to financial advisory, their support has been crucial in making informed decisions for my business’s growth."

Dr. James Chao Prime Plastic Surgery
SERVICES

Get Answers, Gain Clarity

SovDoc does not limit its services to specific medical specialties. It is equipped to accelerate growth and add value across all medical specialties, leveraging deep industry insight and financial/marketing prowess to tailor strategies for each practice's unique challenges and goals.

To initiate a partnership with SovDoc, you can visit their website and fill out a contact form, or reach out directly via email or phone. A representative will then get in touch with you to discuss your practice's specific needs, goals, and how SovDoc can assist in achieving them. The initial consultation will help outline a customized strategy for your practice's growth and optimization.

The onboarding experience with SovDoc is designed to be comprehensive and seamless. It typically begins with an initial consultation to understand the specific needs and goals of the practice. This is followed by a detailed assessment and analysis of the practice's current financial, digital, and operational status. SovDoc then creates a customized strategy, which includes financial modeling, digital marketing plans, and strategic advisory. Throughout the onboarding process, regular communication and updates are provided to ensure alignment and progress towards the practice's objectives.

SovDoc is equipped to accelerate growth and add value across all medical specialties, leveraging deep industry insight and financial / marketing prowess to tailor strategies for each practice's unique challenges and goals

SovDoc maintains regular communication with clients through various methods, including email updates, scheduled phone calls, video conferences, and an online client portal for real-time updates and information sharing. Additionally, SovDoc leverages social media platforms such as LinkedIn and Instagram to provide updates and engage with clients.

The typical duration of an engagement with SovDoc can vary depending on the specific needs and goals of the practice. Generally, engagements can range from several months to a year or more. This allows SovDoc to implement and monitor the strategic, financial, and digital transformations required to achieve the desired outcomes for the practice.

SovDoc is equipped to provide comprehensive support for practices that lack dedicated finance and marketing teams. Their services include financial advisory, digital marketing strategies, and strategic guidance to ensure that all aspects of the practice's growth and optimization are covered. This support helps practices achieve financial visibility, increased profitability, digital expansion, and maximized practice value.

Yes, we can provide any blend of services your practice needs to thrive.