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Testimonials

Anne Metzger, O.D.

"The FastStart program seemed like the best way to obtain professional guidance in opening a private practice as a "cold start". I initially was looking at opening by myself, then partnered with Dr. Tiffany Gates. The Williams Group has guided us on this journey from the start and it has been one of the best decisions we have made to continue our partnership with the Williams Group. We opened cold in February 2020, the pandemic happened, we opened again in April 2020 and have grown ever since. The Williams Group is friendly, knowledgeable, and of great value to our practice. We foresee continuing our relationship with the Williams Group due to its value and positive impact on how we run our practice. Williams Group provides monthly guidance on financial goals with benchmarks. In addition, we added utilization of Williams Group accounting and payroll after about a year. The accurate and detailed financial reports are a huge value as we analyze monthly numbers and goals. We look forward to our monthly phone meeting with Sheila as she has amazing insight in helping us continue to grow our practice. "

Anne Metzger, O.D.

Visionary Eye Care

Tiffany Gates, O.D.

"As a cold start in 2020, we needed guidance. You don't know what you don't know, so it's best to have mentorship to lessen the chance of trial and error. The FastStart program set us up for success. The forecasting spreadsheets and monthly meetings helped us set goals and work to achieve them. Our growth has been greater than predicted. Now in our 4th year in practice, and we are seeing 15%+ growth from the previous year. Williams Group and our consultant Sheila have been an excellent sounding board for our practice. With two owners, we sometimes need a tie breaker to finalize an important decision."

Tiffany Gates, O.D.

Visionary Eye Care

J. Eric Paulsen, O.D.

"I contacted Williams Group in 2021 when I was fortunate enough to have my daughter optometrist interested in purchasing my practice, which I bought in 1984. I was a solo practitioner for 35 years and then she joined me after optometry school to become my associate. The practice had done quite well and after an excellent appraisal and options of buyout scenarios by Tammi Sufficool, my daughter and I were able to come to a purchase agreement. Tammi was very open to my concerns and gave excellent recommendations on how to proceed. Things have gone extremely well and the practice continues to thrive. I would highly recommend Williams Group to anyone trying to explore the many ways to sell a practice in a challenging environment; resulting in a great outcome! "

J. Eric Paulsen, O.D.

Door County Eye Associates, Inc.

Kristel Rogers, O.D.

"We engaged Williams Group Financial to file for the Employee Retention Credit (ERC) and feel they were timely and knowledgeable with the filing process. They were available to answer any questions we had throughout. As a result of their help, I was able to successfully claim a large refund for my business. I highly recommend WGF to any clinic that is considering claiming the ERC. They were professional, knowledgeable, and experienced to help get the most out of the ERC program."

Kristel Rogers, O.D.

Bieter Eye Center

Vision Specialists of Michigan

"Our company engaged Williams Group Financial for the Employee Retention Credit (ERC) and was blown away by the results! Williams Group gave us a detailed list of items they would need to complete the forms for the credit. They answered our questions quickly and in language that was easy to understand. Because of WGF, we were able to claim a large refund for the business. We highly recommend WGF to any clinic looking to get the ERC for their business. They were knowledgeable and professional with the experience to help you get the largest refund possible."

Vision Specialists of Michigan

Christine A Leska, OD

"I sold my practice 3 years ago with the help of the Williams Group Practice Transitions Team and I couldn’t be happier with the results. The 2 optometrists who now own the practice are doing a fine job of managing it, and I am employed by them part time. Seeing patients is what I love, and when I go home I can just enjoy life. Not having to manage the business side of the practice is like a vacation in itself, although I have NO regrets of having owned my own practice. The Transitions Team had the process all laid out from appraisal to marketing to final papers, which saved me lots of time, headaches and legal fees. The buyers also appreciated that most of the paperwork was laid out for us with only a few changes to be made. I already knew from working with the Williams Group years earlier in practice management that they are knowledgeable and trustworthy consultants. They exceeded my expectations in the professional manner with which they walked me through the sale of my practice, which was during the COVID pandemic. Without Tammi Sufficool to keep me on track with the plan, I am certain I would have put the sale of the practice on hold, and I would have missed a golden opportunity. So would my buyers!"

Christine A Leska, OD

Dan Talley, OD

"About 20 years ago, our practice was growing faster than we could manage. We contacted Williams Group and with the help of Tammi Sufficool, our practice continued to grow, but was much more efficient. They gave us ideas we had never even thought about. We learned how to work smarter, not harder. Now, 20 years later it was time for me to transition the practice to a new owner. Again, Tammi Sufficool led us through the process. Her knowledge and experience was invaluable as she addressed issues we had not considered. Tammi gave us timelines to meet and gave suggestions along the way and made our transition very easy. Tammi was always available to answer questions and concerns. I highly recommend Williams Group and Tammi Sufficool! "

Dan Talley, OD

Matthew Jones

"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

Harris Eye Clinic | Paragould, AR

Robert Harper

"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

Katrina Van Patten, O.D.

"While at conferences, talking with others, I heard only positive comments with other O.D.'s in selling their practice. It was the correct decision. I had 2 offers prior to the successful sale of the practice. Williams Group guided me through the processes, determining the value, the Optometrist that actually would best meet both my wishes for the practice and for myself, and allowed me to have my best result. I am able to still work 10 hours/week, seeing patients that I have developed relationships with over 40 years was important to me and I'm also to take time to travel and enjoy life that I worked so hard for. So grateful for Williams Group expertise and guidance. "

Katrina Van Patten, O.D.

Carson City