Scale Solution

Exit-Ready Reporting.
Built for Acquisition.

The metrics PE firms and strategic buyers actually want to see. Ready when you are.

Talk to Sales

Most practices scramble to produce data during due diligence.
You won't.

EBITDA Tracking and Trending

Real-time EBITDA calculations with historical trending. See margin expansion, cost drivers, and add-back opportunities in one view.

Revenue Quality Metrics

Break down recurring vs one-time revenue. Membership revenue, package utilization, and patient lifetime value all surfaced automatically.

Provider Retention and Stability

Track provider tenure, productivity trends, and revenue concentration. Identify key-person risk before buyers do.

Multi-Location Roll-Up Views

Consolidated reporting across all locations. Compare performance, identify best practices, and spot underperformers instantly.

Before

After

Target

Exportable Due Diligence Packages

One-click export of board-ready reports. Formatted for investment committees and ready for the data room.

Audit-Ready Data

Complete data lineage and source documentation. Every metric traceable back to your EMR and accounting systems.

See It Live

Your portfolio data in Lumen

Request a personalized demo to see your portfolio data in Lumen — EBITDA tracking, revenue quality scoring, and exportable due diligence packages built from your actual numbers.

Request a Demo

See real metrics from your practice, not sample data.

Built by a team that's closed 150+ healthcare acquisitions.

150+ Acquisitions Closed

$750M+ Transaction Value

Premium Tier Feature

Ready to get exit-ready?

Transaction Reporting is available on our Scale plan. Talk to our team to see how we can accelerate your exit timeline.