Top 10 Exit Planning Advisors for Aesthetic Practice Owners (2026)

For aesthetic practice owners. Updated October 2, 2026 · Prepared by Prospyr. Prospyr makes practice software, not exit or succession advice, and none of the firms below is a Prospyr product or partner. Each summary reflects what the firm publishes on its own website, checked October 2026. Fees, minimums and deal terms change, so confirm everything in writing before you sign an engagement letter.

What does an exit planning advisor do for a practice owner?

An exit planning advisor helps you decide how you will leave your practice, then gets the practice ready so that exit happens on your terms. For a med spa or aesthetic surgery practice that usually means a valuation, a list of fixes that raise the price (clean books, less dependence on one injector, recurring revenue), a choice between a sale, a private equity partnership, a merger or an associate successor, and a timeline. Some advisors also run the sale. Others hand off to a broker, a healthcare attorney and a financial planner. Start one to five years before you want out.

The 10 exit planning advisors at a glance

How we chose this list

We looked for firms that do one of four jobs a practice owner needs before and during an exit, and that say so on their own website:

1. Exit strategy and readiness work, not only listing a practice for sale.
2. A stated focus on aesthetic, med spa, dermatology or plastic surgery practices, or a specialty list that includes them.
3. Published process details a practice owner can check: steps, timelines, minimum size, who does the valuation, and how fees work.
4. Coverage of the whole exit, so we included one financial planner, one CPA and one law firm alongside the M&A advisors.

The order is our editorial view, not a measure of results. Pure business brokers and private equity buyers are covered in sibling lists. See where to buy or sell a med spa and med spa private equity platforms.

1. Shorr Solutions

Shorr Solutions, based in Coral Springs, Florida, is a consulting firm for med spas, dermatology, plastic surgery and aesthetic practices. Its founder, Jay Shorr, states he has owned a multi-million dollar aesthetic practice. Exit strategy is one of its listed services, alongside startup, hiring, compliance training and financial analysis.

What stands out:

• Five exit routes laid out. Its exit strategy page names bringing on an associate successor, a direct sale to another physician, a merger, a private equity or venture capital sale, and outright retirement.
• Preparation before the sale. It describes a practice evaluation (policies, protocols, HR, business plans), a valuation using methods such as EBITDA, and work on marketing, patient conversion, margins and systems before going to market.
• Sale materials and negotiation. It lists preparing a prospectus for buyers and negotiation support.

Right for: an owner two or more years out who wants an operator's view of what to fix first. Shorr Solutions also offers patient financing and payment processing; this list covers its consulting only.

Ask: who runs the sale itself, how the fee is structured, and how many exits it has supported in the last two years.

2. Aesthetic Brokers

Aesthetic Brokers, in La Jolla, California, is a sell-side M&A firm that works only for sellers of aesthetic practices. It lists eight specialties, including med spas, cosmetic dermatology and plastic surgery. Founder Bill Walker reports a private equity healthcare M&A background.

What stands out:

• Pre-sale consulting. It offers growth consulting for practices one to three years from exit and a buyer-readiness scorecard that names moves to raise your valuation multiple.
• Fee model stated. It says compensation is built primarily around a success fee paid at closing, with retainers or upfront fees in some engagements.
• Quick starting point. An online estimator gives a ballpark valuation in under two minutes.

Right for: owners who want readiness work and the eventual sale handled by the same team. Ask: what the readiness engagement costs on its own, and what happens if you decide not to sell.

3. Triumphant Transition Partners

Triumphant Transition Partners, in Austin, Texas, describes itself as a seller-only, full-service healthcare M&A firm for med spas, aesthetic practices, medical offices and dental practices. It lists exit planning, CPA-led valuations, MSO transitions and sales to private equity and family offices.

What stands out:

• A readiness step comes first. Its five-stage med spa process starts with a discovery and readiness review, then valuation, buyer outreach, negotiation, and due diligence to closing.
• Published timeline. It states most transactions take four to nine months from engagement to funding.
• Valuation basis stated. It says med spas typically sell for two to four times adjusted earnings and names membership programs, brand and location as factors that can raise the multiple.

Right for: single-location med spa owners who want a clear sequence. Ask: who on the team holds the CPA license, and what the commission is.

4. Practice Transitions Group

Practice Transitions Group, headquartered in Austin, Texas, represents sellers only across med spas, dermatology, medical, dental, behavioral health and veterinary practices. It reports more than 100 healthcare M&A transactions and lists exit planning, valuation and sell-side representation. It states a target profile of $1.5 million or more in annual revenue with $500,000 or more in EBITDA, and reports that testing the market typically raises offers by 15 to 40%.

Right for: larger med spas weighing private equity partnerships, equity rollovers and management agreements. Ask: what it can do for a practice below its target size, and which recent med spa deals it led.

5. Skytale Group

Skytale Group describes itself as a boutique advisory firm offering investment banking, management consulting and private capital for healthcare and consumer businesses. Its plastic surgery page names cosmetic dermatology, aesthetic surgery and plastic surgery practices and lists strategic growth planning, operations, M&A advisory, capital raising, and exit planning and practice valuation. It publishes plastic surgeon testimonials.

Right for: surgeon-owners who want growth consulting now and a sale process later from one firm. Ask: where the team is based, how consulting and banking fees work together, and how many aesthetic deals it has closed.

6. Agenda Health

Agenda Health, based in Austin, Texas, is a healthcare M&A firm with a medical aesthetics practice. It lists exit planning and readiness consulting, valuations, and buyer processes, and reports more than 100 transactions since 2020 and more than $850 million in transaction value. Its med spa page covers single boutique spas through multi-location groups. It describes itself as faith-led.

Right for: owners who want readiness work and a full sale process under one engagement. Ask: which advisor would lead your deal and how many aesthetic transactions that person has run.

7. TUSK Practice Sales

TUSK Practice Sales, in Charlotte, North Carolina, is a healthcare practice brokerage covering med spas and aesthetics, dermatology, plastic surgery, dental and behavioral health. It lists exit planning guidance alongside valuations and sales, says its team includes former med spa owners, and reports more than 200 healthcare transactions and $1.5 billion or more in deals closed. It reports a 40% average increase over unsolicited offers, net of fees.

Right for: owners who already have an offer and want to test it. Ask: how that 40% figure is calculated and what the fee is.

8. True Stewards Advisory

True Stewards Advisory, in Sanford, Florida, is a personal financial planning practice led by Jesse Plunkett, CEPA (Certified Exit Planning Advisor) and CRPC. He states his wife founded a two-location aesthetics practice, and that he is not a med spa consultant: his work is the owner's personal finances, retirement plans, taxes coordinated with your CPA, and exit planning. It publishes an asset-based fee: 1.1% under $1 million (minimum $5,000 a year), stepping down above that. It is affiliated with LPL Financial.

Right for: owners who want to know what the sale must net to fund the life after it. Ask: whether you can engage for planning before moving assets.

9. Reed Tinsley, CPA

Reed Tinsley, CPA, in Houston, Texas, advises physicians only and reports more than 30 years in healthcare. Reed Tinsley holds CPA, CVA (Certified Valuation Analyst), CFP and CHBC credentials. Its succession planning services cover valuation, buy-in and buy-out structuring, practice sales, malpractice tail coverage, restrictive covenants and real estate. Plastic surgery and dermatology are among its listed specialties.

Right for: physician-owners who want to sell to an associate or partner rather than an outside buyer. Ask: how many aesthetic or plastic surgery transitions it has handled.

10. ByrdAdatto

ByrdAdatto is a business and healthcare law firm with offices in Dallas and Chicago that works with med spas and aesthetic practices. It lists succession planning and M&A among its services and describes five phases of buying or selling a practice: letter of intent, due diligence, definitive agreement, closing and post-closing. It also covers CPOM compliance and management services agreements, which shape what a buyer can purchase. It offers a subscription model, Access+, as an alternative to hourly billing.

Right for: any owner, before signing a letter of intent. Ask: whether a sale is covered by Access+ or billed as a separate project.

Questions to ask any exit planning advisor

1. Do you plan the exit, run the sale, or both? Know where their job ends and who takes over.
2. How are you paid? Success fee, retainer, hourly, or a percentage of assets. Get the exact number in the engagement letter.
3. Do you represent sellers only? An advisor paid by buyers has a different incentive.
4. What is your minimum practice size? Some firms only take practices with $500,000 or more in EBITDA.
5. How many aesthetic practices have you sold or transitioned in the last two years? Ask for references you can call.
6. How do you handle provider dependence and the medical director? Buyers price in a practice that rests on one injector or one physician.
7. Will you sign a BAA and an NDA before you see patient-level data? Due diligence often reaches charts and patient lists.

Where Prospyr fits

Buyers check the numbers, and the numbers come from your practice system: revenue by provider and treatment, membership retention, rebooking and inventory. Clean, quick reports make due diligence questions easier to answer. Prospyr's analytics and memberships are built for that reporting, and our guide to med spa KPIs and benchmark formulas is a useful starting point. To see how it works, book a practice demo.

Frequently asked questions

When should a med spa owner start exit planning?

Ideally three to five years before you want to leave, and at least one year. That gives time to clean up the books, reduce dependence on one provider and grow recurring revenue such as memberships. Several firms on this list offer readiness work for owners one to three years out.

What is the difference between an exit planning advisor and a business broker?

An exit planning advisor prepares the practice and the owner for a sale or succession; a broker or M&A advisor runs the sale. Some firms here do both. Brokers focused on the transaction are covered in our list of where to buy or sell a med spa.

What is a CEPA?

CEPA stands for Certified Exit Planning Advisor, a credential issued by the Exit Planning Institute. The institute's directory lists more than 11,000 holders, searchable by state and by profession, such as financial advisor, CPA or attorney. The credential shows training in exit planning, not experience with aesthetic practices, so ask about both.

Can I sell my practice to an associate instead of private equity?

Yes. An associate or partner buy-in is a common route for physician-owned aesthetic practices, often paid over several years. A healthcare CPA can structure the buy-in, and a healthcare attorney should check that the structure fits your state's corporate practice of medicine rules.

How much do exit planning advisors cost?

Most firms on this list do not publish fees. M&A advisors usually take a success fee at closing, sometimes with a retainer. Financial planners may charge a percentage of assets; True Stewards Advisory publishes 1.1% under $1 million with a $5,000 minimum.

Want your company considered?

We review this list quarterly. Firms that help aesthetic practice owners plan an exit or succession can send their website and what they offer practices to info@prospyrmed.com. Inclusion is editorial and not paid.

Editorial scope

This list is based on each firm's public website, checked October 2026 with AI-assisted research. Firms did not review this article before publication. It is not a guarantee of results, legal, tax or investment advice, or a substitute for checking references, licenses and credentials. Read our methodology or report a correction.