A diligence room at night: deal documents and a closed dossier under a banker's lamp

Healthcare operational due diligence.

RVNOPS provides healthcare operational due diligence for private equity deal teams. We test marketing spend, tracking, intake, CRM data, and the technology stack before a buy or sale. The work gives the committee a growth story it can check. We work in one healthcare industry at a time.

Talk to us about a deal

Operational due diligence before you buy

What is really going on inside the company you want to buy?

The sale memo tells the growth story. We test what produced it and whether the company can repeat it. The review follows demand from an ad, search, referral, or call through intake and booked care. It also checks who owns the work and which vendors or tools the team depends on.

Kevin Plumlee has sat on both sides of the table. He grew Dreamscape Marketing from 2 people to more than 80 and sold it to SPM Group. He led the integration of 4 companies. He then helped combine 8 more when Unlock Health bought SPM. His record includes 2 private equity transactions, 300+ healthcare organizations, and $500M+ in managed media.

What we check

  • The quality of SEO, paid search, Meta, LinkedIn, email, referral, and website demand.
  • Whether marketing spend and agency fees match the results in source systems.
  • Whether the customer relationship management system (CRM) and health record support the reported pipeline.
  • How calls, forms, chats, referrals, and intake move to booked care.
  • Website ownership, analytics, tracking, accessibility, and privacy risk on patient pages.
  • Whether the team, vendors, and daily process can carry the investment case.

What you receive

You get a scored read on growth, access, data, systems, team, and risk. Each score points to source proof. The report separates urgent deal issues from work that can wait for the first 100 days.

We set the review around the deal calendar. The committee gets a plain summary, open questions, and a clear list of work after close.

Readiness audit before you sell

Will a buyer trust the growth story when they check the systems?

What you receive

You get a fix list ranked by deal risk and effort. Each item has an owner, proof needed, and a clear completion test. We coach the team while it closes the gaps.

The review starts before the sale process. That gives the company time to fix weak records, missing ownership, and reports a buyer would question.

Buyers trust a growth story when the source records support it. We review the company before the sale starts. Then we help leaders fix gaps in tracking, intake, ownership, and documentation. The goal is a clean answer when a buyer asks how demand becomes booked care.

What we check

  • Trace patients and revenue back to ads, search, referrals, calls, and email.
  • Reconcile board reports with the CRM, call tracker, health record, and finance data.
  • Write down key systems, vendors, account owners, and daily work.
  • Rank website tracking and privacy fixes by possible deal impact.
  • Prepare a growth story and data room support that source systems can defend.

What we test inside the growth story.

The channel review goes past dashboard totals. Kevin has personally run SEO, Google Ads, Microsoft Ads, Meta campaigns, LinkedIn campaigns, email programs, website development, call tracking, and CRM work. He checks the work against healthcare intake and access.

  • Digital marketing mix

    We map each demand source, its cost, its owner, and the intake path behind it. The review shows channel dependence, vendor dependence, and missing proof. It also tests whether the plan fits real care capacity.

    Healthcare Digital Marketing

  • SEO and local search

    We review technical SEO, content quality, rankings, local search, and Google Business Profiles. Brand traffic is separated from new demand. We flag website or brand changes that could put search value at risk.

    Healthcare SEO diligence

  • Paid search

    We test Google Ads and Microsoft Ads structure, search terms, bidding, conversion setup, fees, and account ownership. Call and intake records show whether reported leads are useful. Weak tracking does not count as proof.

    Healthcare PPC diligence

  • Meta advertising

    We inspect Facebook and Instagram audiences, creative, tracking, account control, and health targeting limits. The review tests whether paid social creates qualified demand. It also confirms who owns the ad account and data.

    Meta ads diligence

  • LinkedIn advertising

    We check campaigns for recruiting, physician outreach, employer sales, payer work, and referrals. Each campaign should support a clear business goal. Leads need a named owner and a visible path through the CRM.

    LinkedIn ads diligence

  • Email marketing

    We review list ownership, consent records, sender setup, audience groups, campaign history, and CRM triggers. We test whether email supports intake, retention, alumni, referrals, or recruiting. A list alone is not a growth asset.

    Email marketing diligence

  • Website and development

    We inspect ownership, hosting, code or platform limits, accessibility, speed, content, forms, analytics, and agency dependence. Tracking on patient pages gets a privacy risk review. The report estimates the work needed after close.

    Healthcare website diligence

  • Intake, calls, and AI

    We follow calls, chats, forms, and referrals through the team. Response rules are checked against real records. We also test whether AI voice or chat has a safe role in routing and approved intake work.

    AI voice and chat assessment

  • CRM, health record, and reporting

    We map the CRM, health record, call tracker, analytics, and finance reports. Pipeline and revenue claims must match source records. The final map shows missing links, manual work, ownership, and first 100-day priorities.

    Healthcare CRM consulting

What the diligence scorecard covers.

Six parts of how a company grows. Each score should rest on what the systems show.

  • Dependence on one ad channelScore 4 of 5
  • Reported pipeline vs the systemsScore 3 of 5
  • Lead tracker and health recordScore 3 of 5
  • Cost per patient by channelScore 2 of 5
  • Privacy and compliance riskScore 4 of 5
  • Room for the team to growScore 2 of 5
Illustrative. Sample scores for the shape of the deliverable.

Where we help, from diligence to sale.

We can check a company before you buy it, help it grow while you own it, and get it ready before you sell.

From diligence to sale

  1. Before you buy

    Operational due diligence before you buy

    We check the systems behind the growth story before you sign.

    What we check

    Close

  2. While you own it

    Value creation during the hold

    We help the company fix what slows growth and train the team that will run it.

    Private equity value creation

  3. Before you sell

    Readiness audit before you sell

    We find the weak records and guide the team that fixes them.

    What buyers check

    Sale

Let's talk about the deal.

Tell us a little about the company and the timeline. Kevin Plumlee reads every message and usually replies within one business day.

Talk to us about a deal