Williams Group Webinars
View all Williams Group webinars on YouTube!
When & How to Exit Practice Ownership?
with Bill Nolan
In this exclusive webinar, Bill Nolan, President - Practice Transitions, will walk you through the essential steps of preparing for your exit on Friday, February 7th at 2:15 PM CT. You’ll learn how to know the right time to start planning your exit, the key factors that influence your practice’s market value, the pros and cons of selling to private equity vs a peer, and common mistakes to avoid that could cost you thousands. Whether you’re thinking about retiring in the next year or planning for the future, this session will provide you the critical steps you need to successfully exit practice ownership. Reserve your spot today!
Why Buy/Invest in an Optometry Practice?
with Brad Rourke, CPA, ABV
Are you considering buying an optometry practice? In this webinar replay, we dive into why purchasing an optometry practice could be the smartest investment for your career and financial future. Whether you're an associate OD, a commercial OD, or exploring your next career move, this session is packed with actionable insights and expert advice. What You’ll Learn: The financial and professional benefits of owning a practice. How to evaluate the value of a practice before purchasing. The role of emerging technologies like AI in shaping optometry. Why practice ownership enhances your connection to the community.
Learn the Essentials of Buying an Optometry Practice
with Brad Rourke
Are you ready to take the next step in your optometry career? In this webinar replay, Brad Rourke, CPA, ABV, shares expert insights to help optometrists navigate the process of buying an optometry practice successfully. Whether you're considering your first practice purchase or expanding your portfolio, this video is packed with actionable advice to guide you through every step. Learn how to evaluate the true value of an optometry practice, the essential due diligence tips to avoid costly mistakes, and strategies for securing financing and structuring the deal. Brad also discusses transition planning for a smooth ownership handoff and the financial and career benefits of owning an optometry practice.
Reduce Your Taxes: Essential Strategies for Optometrists
with Brad Rourke
Dive into the world of tax optimization tailored specifically for optometrists in this detailed webinar. Join Brad Rourke, CPA, ABV, and President of Williams Group, as he shares his extensive expertise in optometry-specific financial strategies. In this session, Brad covers essential tax reduction tactics and their potential impacts: Income Splitting: Discover how to maximize your earnings with smart income distribution techniques. Augusta Rule: Learn how to leverage your residence for business expense deductions effectively. Tax Loss Harvesting: Understand how to turn your financial losses into advantageous tax breaks. Bonus - Political Party Tax Plans: Gain insight into how current and proposed tax legislation could affect your finances. Brad breaks down the implications of different political party tax plans, helping you plan strategically for future changes.
Optomizing Scheduling Roles in an Optometry Practice
with Robin Elliott
The final session of our 6-part webinar series delves deep into the roles and responsibilities crucial for scheduling appointments within optometry practices. What You'll Learn: Efficient Role Distribution: Understand who should handle scheduling tasks to optimize your practice's efficiency. Effective Communication: Learn the importance of clear communication channels among your staff. Skill Utilization: Discover how to best use the skills of each team member for effective scheduling. Equip your practice with the essential knowledge to assign scheduling roles effectively, boosting your operational success and enhancing patient service. Don't miss out on the insights that can transform the way your practice handles appointments.
Pre-Appointing & Recall Strategies to Boost Patient Retention
with Robin Elliott
In this insightful webinar, part 5 of our 6-part series, we dive into the key strategies for enhancing your optometry practice through effective pre-appointing and recall techniques. Learn how to distinguish between pre-appointments and recall and discover proactive methods to schedule future appointments that keep your patients engaged and returning for continuous care. We’ll cover best practices for implementing a robust recall system, balancing automated tools with personalized outreach, and ensuring patient loyalty and compliance with treatment plans. Watch now to boost patient retention and grow your practice!
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Join our Optometric Success Center today!
The Williams Group Optometric Success Center is an on-demand learning library. You’ll receive downloadable tools that you can use as-is or customize to your practice that will help you manage and grow your optometry business. Your team will have access to live one-on-one sessions after they’ve completed each course to ensure your team is successfully grasping concepts. Our accountability is unheard of in the optometry industry and we strive to ensure these proven strategies are executed efficiently within your eyecare practice.
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