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SIGHTLINE DX
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FILTER · SOLO OWNER, 15+ YRSSUCCESSION SIGNALS
FOR ADVISORS

Walk in already knowing.

Simulated scan · real basemap · fictional practices
SIGHTLINE DX · TERRITORY SCAN© MAPBOX · © OPENSTREETMAP

Whether you’re qualifying inventory, packaging a listing, or hunting off-market targets for a mandate — Sightline turns “let me research that” into “here’s the dossier.”

ROLE 02THE EDGE
5 POINTS

Research taken, relationships kept

01
Qualify in hours, not weeks

A practice typically sells within 3–6 months of listing — time you don’t spend on dead inventory. Scan the market, pull the dossier, and know the roster, the payer posture, the saturation, and the DSO pressure before you take the engagement.

02
Verify the seller’s story

Sell-side claims meet Import & Verify: rosters, addresses, ownership — cross-examined against Google, the NPI registry, and the practice’s own website, with an evidence trail you can put in front of a buyer. Credibility is the product; receipts are the feature.

See Import & Verify
03
Find succession targets before they list

Filter any market for the quiet signals — long-tenured solo doctors, no online scheduling, thin web presence — and build the off-market outreach list your mandate actually wants.

04
Your relationships are the asset — protect their time

Advisory is a trust business. Every hour spent verifying a roster or rebuilding comps is an hour not spent with the doctors and buyers who send you the next mandate. Sightline takes the research; you keep the relationships — and walk into every conversation already knowing the practice better than the last advisor who called.

05
Market packets that close

Exportable PDF reports with demographics, competition, and drive-time patient sheds — the analysis buyers pay consultants weeks for, attached to your listing instead.

ROLE 03START
20 MINUTES

Bring a live mandate

Book a demo and we’ll work it on the call — qualify the inventory and build the packet while you watch.

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Help & Documentation

Full guide →Contact Support