RayeRose Advisors

Charleston, South Carolina

Advisory for owners and investors in health and wellness.

RayeRose Advisors is the consulting practice of John Hoekman. I do the deal work, the capital materials, and the operating math for family offices, sponsors, and founders buying and building in preventative health, telehealth, and clinic services.

Start a conversation What I do

Services

Three things clients hire me for

Every engagement is scoped in writing before any work starts. You know what you're getting and what it costs.

Transaction advisory

Support on acquisitions, roll-ups, and minority investments from screening through close.

  • Target sourcing and screening
  • Diligence support and quality-of-earnings review coordination
  • Valuation and deal structuring
  • Investment committee memos

Capital materials

The documents a sophisticated investor reads before they write a check, built around your actual thesis.

  • Financial models and scenario work
  • Business plans and offering memoranda
  • LP and investor presentations
  • Data room organization

Operating advisory

Help after the deal closes, or before you decide whether to do one at all.

  • Unit economics for clinic and telehealth models
  • Post-acquisition integration planning
  • Go-to-market and pricing review
  • Board and lender reporting packages

Fees and billing

How engagements are priced

Consulting and advisory fees only. I don't take commissions, success fees on securities transactions, or any compensation from third parties.

Monthly retainer

$20,000 / month

Ongoing advisory for clients with continuous deal or operating work. Billed on the first of each month, in advance. Six-month minimum term.

Fixed-fee project

Negotiable based on project scope

A defined deliverable such as a model, a memo, or an investor deck. Half due at kickoff, half on delivery. Scope and price agreed in writing first.

Hourly

$500 / hour

Short reviews, second opinions, and one-off calls. Billed in quarter-hour increments and invoiced at the end of each month.

Invoices are payable by credit card or ACH and are due 15 days from the invoice date. Card payments are processed by Stripe. RayeRose Advisors never sees or stores your full card number. All fees are quoted and charged in U.S. dollars.

About

Who you're working with

I spent 20 years on Wall Street, mostly in wealth management and business-succession planning, and mostly as the person bringing in the business. That work was about owners: how they build value, how they hand it off, and what it costs them when they get either one wrong.

The last 10 years have been on the other side of the table. Building, investing, and doing M&A in health and wellness. Clinics, telehealth, and the roll-up math that either holds up or doesn't.

The reason I care about this category isn't abstract. My maternal grandmother and all of her sisters lived to 100. My parents are 85 and moved into assisted living last year. And I've had a shoulder replaced, a hip replaced, three knee surgeries, and a cervical fusion, most of it earned playing hockey and skiing things I shouldn't have. I've been a customer of this industry for a long time.

I work with a small number of clients at a time. If I'm not the right fit for what you're doing, I'll say so on the first call.

Practice
RayeRose Advisors LLC
Principal
John Hoekman
Based in
Charleston, South Carolina
Focus
Preventative health, telehealth, clinic and medspa services
Clients
Family offices, private investors, and founder-owned operators

Contact

Customer service and inquiries

The fastest way to reach me is email. I answer within one business day.

Email
john@rayerose.com

Phone
(480) 744-1329

Business hours
Monday to Friday, 10:00am to 5:00pm Eastern

Office
RayeRose Advisors LLC
Charleston, South Carolina
United States