Who will you trust when it’s time for practice transition?

You've spent your professional career growing and managing a successful practice. Eventually, the time comes to transition your business. For over three decades, Williams Group Transitions has been committed to offering professional services in a knowledgeable, ethical, and timely fashion. Our transitions team has extensive industry experience in all facets of the buying and selling process. From valuations to strategic buy/sell consulting to estate planning, Williams Group is the optometrist-recommended choice to navigate the next phase of practice ownership.

Valuation & Appraisal

An accurate practice valuation, carefully considered terms and conditions, financing options, and tax consequences are key to structuring a well-organized action plan that leads to a successful practice transition.


If you desire to buy or sell a practice, or establish a partnership which may or may not lead to a buyout, our professional consultants will assist you in the development of a clear path to a successful transition.

Amy DeVries, OD

"Purchasing a private practice early in my career was a big step. There were many areas where I lacked the knowledge and confidence necessary for business ownership. My consultants helped me with every step of the process—from the appraisal and purchase negotiations to establishing a budget and managing staff. Their resources and guidance paved the way for me to make my practice a success. Choosing to utilize their wealth of knowledge was one of the easiest decisions I made during this process."

Amy DeVries, OD

Fremont Vision Source | Fremont, NE
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Valuation & Appraisal

A detailed and accurate, neutral 3rd-party assessment of a practice's value will provide the confidence necessary to structure and navigate your practice transition.

A Practice Appraisal is critical in properly understanding and structuring a practice transition, whether it involves buying, selling, partnering, or estate planning.

Many factors are considered when valuing a practice. Our experienced accountants and CPAs use four well-established methodologies to analyze complete information including annual collected receipts, net percentage, capital expenditures, technology, business systems, and goodwill.

To learn more, click below and we'll provide a free initial consultation.

Experience Matters When Deciding to Sell or Buy a Practice

Williams Group's highly skilled team of Advisors has years of experience in dealing with transactions whether it is selling your practice, bringing on an associate, or purchasing a practice.  In todays’ Optometric marketplace, most sales of a practice are  “peer-to-peer” transactions which present many complex issues including how to structure the purchase agreement, what should be in a buy/sell agreement, or how to understand the tax consequences of the deal.   

Our experiences team of Advisors. Including practicing CPAs have years of experience and will take away your stress and eliminate the hassles of making the transaction a seamless experience for all.   The myriad of details involved with any transaction are unfamiliar to most Optometrists. Our in-depth consulting will develop of a strategic plan tailored to your needs and ensure a smooth transition and the best possible financial outcome for your success and happiness.

Williams Group offers consulting and advisory services for even the most complex transitions.

Thinking about transitioning your practice, but not sure how?
Get our FREE 5 pro tips for transitioning your practice!

Schedule your call with Brad Rourke, CPA, ABV, President and CEO of Williams Group!

Want to learn more? Contact us here.