Practice Valuation & Acquisition

On-target valuations that consistently satisfy both buyers and sellers.

Selling your practice or looking to expand through acquisition can be a complex process. Engaging the assistance of an experienced advisor to provide an on-target valuation and guide you through this journey will prove to be an investment that pays for itself many times over.

With over two decades of experience valuating optometry practices for myself as well as others, I have developed a comprehensive process that incorporates multiple factors, resulting in accurate valuations that consistently satisfy both buyers and sellers.

My assistance also includes help with non-disclosure agreements, a due diligence checklist, guidance for tenant/landlord negotiations, and rebranding.

How much is a practice worth? Valuation factors include:

EBITDA* (and multiples of EBITDA) External or internal sale (and what each mean to you) Performance benchmarking Asset valuation Office location Competition Market conditions & demographics Patient database Goodwill Office remodel investment (if necessary)

*EBITDA stands for “earnings before interest, taxes, depreciation, and amortization.” It is the accounting metric used by today’s buyers and sellers of optometry practices to provide a rough estimate of value.

Notes: Having owned and sold a multi-location practice, I have sharpened my valuation skills with my personal finances at stake. This sets me apart from many other consultants who offer valuation services. In essence, my valuation guidance provides a distinctive perspective, as I understand the motivating factors behind your decision to buy or sell and the personal significance of such a decision.