Services

Practice valuation, transitions and acquisition

Buying, selling and appraising optometry, ophthalmology and dentistry practices — plus cold start consulting and custom strategy for private and group practices. Every engagement starts with a free consultation.

Practice Valuation

Know what your practice is worth — and what drives that number.

  • • Optometry, ophthalmology and dentistry practice valuation
  • • Private practice and group practice appraisals
  • • Value-driver and risk identification
  • • Exit readiness and pre-market recommendations

Practice Transitions

Plan the next chapter on your terms.

  • • Optometry, ophthalmology and dentistry transitions
  • • Private practice and group practice transitions
  • • Succession, partner buy-in and buy-out planning
  • • Transition planning for staff and patients

Practice Acquisition & Brokering

Buying, selling and appraising practices — confidentially, from first conversation to closing.

  • • Buying and selling optometry, ophthalmology and dentistry practices
  • • Targeted, confidential buyer and seller outreach
  • • Buyer screening and NDA management
  • • Deal structuring and negotiation support

Cold Start Consulting

Open a new practice with a plan built for growth.

  • • Market and location assessment
  • • Business plan and financial projections
  • • Staffing, workflow and technology setup
  • • Launch and early-growth guidance

Operational Excellence & Custom Strategy

A custom strategy to run a stronger practice before you ever think about selling one.

  • • Workflow, scheduling and patient-flow assessment
  • • Staffing structure, compensation and retention planning
  • • Revenue cycle and payer performance review
  • • KPI dashboards and accountability rhythms

Speaking Engagements

An experienced voice for your meeting, podcast or panel.

  • • Industry consolidation and market trends
  • • Practice growth and leadership development
  • • Transition planning for owners
  • • Workshops and executive roundtables

Our Process

A clear path, start to finish

01

Discovery

We learn your goals, timeline and constraints — personal and professional.

02

Assessment

A transparent review of operations, financials and market position.

03

Strategy

A prioritized roadmap: what to fix, what to build, what to pursue.

04

Execution

We stay engaged through implementation, negotiation and transition.

Schedule a Discovery Call