Plan for a financially sound strategy for life after practice ownership.
One of the more frequent advisory service requests I receive is from long-time optometrists who desire to sell their practice within the next 5 to 10 years. Many of the requests have come after my peers have seen me personally do it. From the outside, it may have looked like a quick process, but planning for my transition had begun much sooner.
With the help of my experience, you will have a transition plan in place for your life after practice ownership, which can mean the difference of being able to fully retire, or having to remain a practicing optometrist for longer than desired.
Advisory services include:
Additionally, through my association with professional OD groups and private equity, you will have access to an extensive network that allows me to confidentially pair buyers and sellers.