Stage 04 · Target-specific diligence

Verify the target behind the market thesis.

When an acquisition becomes real, Leyoxa moves from public intelligence into an approved, read-only evidence package covering systems, record continuity, migration verification, exceptions, limitations, and buyer sign-off.

Scope target diligence See the full intelligence path

An acquisition analyst reading the Leyoxa Acquisition Record Review on a laptop, a dental clinic visible through the glass partition behind the desk. — The readiness review as it is actually read—location status, chart-note quality, and source completeness in one screen. Interface shown is the product; the practice data in it is fictional—not a customer result or clinical finding.

01 · Access proof

Confirm the permitted read path

Document the cohort, PMS mix, approved fields, purpose, extraction method, access roles, retention, and vendor dependencies.

02 · Quality sample

Test whether the history is usable

Measure note depth, identifiers, plans, procedures, charting, dates, source links, and unavailable fields by location.

03 · Reporting protocol

Agree review and ownership

Define the clinical-review boundary, limitations, known obligations, escalation, export, and post-close responsibility before full production access.

What you receive.

One readiness report, one source-linked portfolio ledger, and a post-close worklist assigned to accountable roles.

Example Leyoxa Portfolio Care Ledger for a dental acquisition cohort — Example deliverable format using fictional data—not a customer result or clinical finding.

ReadinessAccess, quality, and limitations

Location-by-location access status, source coverage, chart-note quality, and unavailable data.

LedgerSource-linked record states

Each item carries source, age, state, recorded plan value, owner, and next action.

HandoffExportable portfolio artifact

The acquirer keeps the ledger, worklist, methodology, limitations, and audit trail.

Start manual-first. Price the proof.

Planning ranges are public so a buyer can decide whether a conversation is useful. Final fixed scope follows access and quality review.

Readiness sample$7,500–$15,000

A bounded chart and field sample, access-path assessment, source-quality findings, and go/no-go recommendation.

One full location$15,000–$30,000

Approved read-only reconciliation, source-linked Care Ledger, owner-assigned handoff, methodology, limitations, and audit trail.

USD planning ranges. Portfolio pricing depends on location count, PMS mix, history, field depth, vendor access, close date, and delivery window.

Build only after the service proves itself.

The manual-first engagement is designed to test the commercial and data assumptions before more connectors or automation are built.

01Three acquisition buyers pay

02A clinician validates exception precision

03One report works across two PMS families

04One buyer returns for a second acquisition

Fixed before production access.

No patient data is accessed until scope, price, responsibilities, vendors, safeguards, retention, and exclusions are signed.

IncludedReadiness sample and approved read-only extraction

IncludedSource continuity, migration verification, and ledger production

IncludedBuyer sign-off, limitations, worklist, and audit trail

ExcludedDiagnosis, PMS writes, patient outreach, and real-time operations

A buyer and an adviser at a table reading the same Leyoxa review on one laptop. — Scope, limitations, and ownership are agreed on one screen both sides can read. Interface shown is the product; the practice data in it is fictional—not a customer result or clinical finding.

Bring the target, close date, locations, and PMS mix.

Scope target diligence