For billing company owners

What happens when you sell to Fieldstone

From the first call to the final handover, including what we'd ask to see and when. You can walk away at any point before you sign.

An NDA comes before client names

1
A short call
You tell us what you're considering. We don't need documents or client names for this.
2
NDA
We sign a non disclosure agreement before you share anything sensitive.
3
Your numbers
You show us revenue by client and your contract terms, and you walk us through how the work gets done.
4
A written estimate
We send you a non binding estimate of what we might pay and how you'd get paid: the structure, the share and the period. It's yours to compare with anything else.
5
Agreements and client approval
Lawyers finalize the terms. Then we tell clients together and get consents or new agreements.
6
Handover
We work alongside you until clients have settled in, at a pace you've agreed to.

Timing depends on clients, contracts and negotiations, so we'll plan it with you and won't promise a date.

Diligence

What we would ask to see, after the NDA

We can only pay for revenue we can verify and transfer, so this part takes some work. You don't need any of it for a first conversation.

Revenue
What each client has actually paid over the past 12 to 24 months, supported by deposits and invoices.
Client contracts
Terms, termination rights, and whether a contract can be assigned or needs consent.
The work
Services provided, payer mix, claim volumes, denial rates and any open obligations.
People
Employees or contractors and what each is responsible for.
Compliance
HIPAA practices, security history and existing Business Associate Agreements.
Systems
EHR access, permissions, and which relationships depend on you personally.

Handover

Tell clients togetherYou introduce us, so clients hear the plan from someone they already trust.
Secure consents or new agreementsEach client makes their own choice, with a BAA in place before we access any data.
Set up proper accessNamed accounts with role based permissions, and no shared logins.
Work side by sideWe learn how each client likes to work, while you're still the person they call.
Change one thing at a timeWe keep service steady first, and only look at improvements once clients have settled in.

We'd sign an NDA first, then send you a non binding written estimate. You don't have to do anything with it.