optometry Practice Transitions

"The Williams Group reputation precedes itself in helping the private practice optometrist succeed in buying, selling, or starting their business. When I began considering adding another location, I called Williams Group immediately. From the get go, I was treated respectfully and fairly and they listened to my wants and needs. The previous owner and myself agreed to work together and we were placed with Tammi Sufficool, the EVP of Practice Transitions. It was amazing what we thought we knew to be correct about the transition versus what we found to be true. Tammi and her team laid out a well detailed plan and explained the timeline of the transition and how we would get there together. It has been just over a year since the change of ownership and both Dr. Harris and myself are still pleased with the process. Business is good, but most importantly the patients have continued to receive great care while continuing operations without a hiccup. Both parties were explained of the positives and negatives of a stock purchase versus an asset purchase. A stock purchase was what we chose to move forward with and we couldn't be happier. Thanks to Tammi and Williams Group for your help in transitioning ownership for Harris Eye Clinic and helping to keep private practice optometry, private! A 10 out of 10 experience!"

MATTHEW JONES, OD

Harris Eye Clinic | Paragould, AR

"I needed help with valuation of my practice and practical, accurate advice and processes to transition to our next modality of practice. The most impact was seen when we needed to stay on track and get answers to tough questions. With the team of experienced consultant at the Williams Group, we achieved this in an amazing time frame. Tammi kept us on track with setting realistic goals and carrying out the tasks in a timely manner. We had meetings at times and tasks completed that turned out key turning points in many aspects of selling my practice. It was nice to have someone being able to anticipate and help with my practice transition. The Williams Group is a full-service consulting company. They helped me open my practice 14 years ago and sell my very successful practice to transition to the next phase of optometry and my life. I am very grateful for the entire team!"

DR MARIE HOMA-PALLADINO

Personal Eyes

"We originally contacted the Williams Group to get an appraisal of our practice more than a year prior to wanting to start the sale/transition process. We wanted to get an idea if our expectations of the practice value was reasonable. About a year later, we contacted the Williams Group and Tammi Sufficool. The appraisal was updated, and we followed their program. Having remembered how it was when we were looking to buy a practice thirty-three years ago, we wanted to make sure that when we transitioned our office to the next generation it was still productive and vibrant. We completed the sale of our Optometric practice January 1, 2023, and I truly believe we would be stuck in neutral without the assistance of the Williams Group. We did not have the knowledge or expertise to market the sale of the practice, select a qualified buyer, set the practice value, negotiate the terms of the sale, and manage the legal work to sell the practice. And do all this while continuing to see patients and manage the practice."

ROBERT HARPER

Harper Optometric Care | Sun City West, AZ