Practice Transitions
Successfully planning and executing the transition of your practice.
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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.
Peer-to-Peer
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.
Private Equity
If you're looking to sell your practice, our sale-side representation advisors will help you reduce the stress and hassle of a successful transition to the right private equity firm.
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
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.
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Experience Matters When Dealing with Private Equity
Williams Group's highly skilled team of sale-side Advisors has years of experience in dealing with transactions involving Private Equity firms. In todays’ Optometric marketplace, Private Equity firms have become a viable alternative to the traditional peer-to-peer transaction involving the sale of an optometry practice.
Our sale-side Advisors will take away the stress and hassle of dealing with Private Equity firms and the myriad of details and requests for financial information that most Optometrists are not familiar with. The process of selling to Private Equity can be overwhelming because of the complexity of the deal structure and financial terms offered. Our representation of your practice in the marketplace consists of in-depth consulting and the development of a strategic plan to ensure finding the right Private Equity firm for you to 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.