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WCI Exclusive

Confidential
Marketing Package

See exactly what your physician clients receive at each stage of the process. Our two-tier Confidential Business Profile (CBP) system protects seller confidentiality while giving qualified buyers everything they need.

Documents

When a physician engages FCBB to sell their practice, we create a two-tier Confidential Business Profile (CBP) — a professional marketing package that controls what buyers see and when. This protects the seller's identity and business reputation throughout the process while still giving serious, qualified buyers everything they need to make a decision. Below are sample CBP documents built on a fictional medical practice so you can see exactly what your clients will receive.

Level 1
Confidential Business Profile — L1
No identifying information disclosed
What's included
  • Practice type and specialty
  • General region (no city or address)
  • 3-year revenue and SDE summary
  • Employee count and hours of operation
  • Lease overview (sq ft, rent, term — no address)
  • Asking price and what's included
  • Reason for sale and ideal buyer profile
How to receive

Buyer must sign a Non-Disclosure Agreement (NDA). No financial qualification required.

Download Sample CBP L1
Level 2
Confidential Business Profile — L2
Full profile — qualified buyers only
Everything in L1, plus
  • Full practice name and address
  • Owner name(s) and background
  • Complete 3-year financial statements
  • Full SDE / EBITDA worksheet
  • Equipment list and valuations
  • Practice photo gallery
  • Lease details with full location
How to receive

NDA signed + qualifying call with a certified FCBB broker + proof of funds submitted.

Download Sample CBP L2

Questions about the marketing process?

We're happy to walk any WCI advisor through our process in detail.

(770) 203-1100