Form an Optometric Partnership
Why Guidance While Forming an Optometric Partnership?
Williams Group helps optometrists structure partner buy-ins, ownership transitions, and succession plans by coordinating valuation, tax, financing, governance, and transaction strategy in one process.
Agreement Formulation
Experienced partnership purchase agreement & operating agreement advisory.
Partner Income Impact
Experienced compensation advisory & income impact for all partners.
Tax Advisory
Experienced licensed CPA tax advisory, transaction tax minimization
Learn more about forming an optometric partnership.
When our MD partner expressed an interest in selling a portion of his ownership in our practice, we needed help with both establishing the value of the practice and transitioning shares to the new MD partner. We interviewed consultants with experience in working with optometry and ophthalmology practices, in search of a team that had a background of working with both professions. Williams Group was that team. With them, we received a comprehensive practice valuation that we were all comfortable with. They also provided advice and documents that both our existing partners and new partner greatly appreciated as they allowed for a smooth and successful transition. Williams Group was clearly the right choice.
Thinking about bringing on a partner?
Before you hire an attorney, determine the right purchase price, financing structure, tax strategy, ownership terms, and buy-sell provisions.
Williams Group is the optometry leader in helping optometrists form and negotiate partnerships.
Industry-Specific Expertise
We focus on ownership transitions for professional practices and understand the unique dynamics of optometry partnerships.
Business-First Approach
We establish business terms before legal drafting begins, helping reduce confusion, delays, and legal costs.
Comprehensive Advisory
Instead of hiring separate valuation consultants, transaction advisors, and governance consultants, you receive coordinated guidance throughout the process.
Future-Focused Planning
We help you prepare for the next ownership transition before it becomes a problem.
Want to learn more?
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