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Business Valuation

We are very excited to offer our business planning services to Optometrists. We understand (from personal experience!) how overwhelming navigating retirement plans, succession plans, and retirement benefit plans can be when you own or work for a privately held business. Here’s how we can help:

  • Business Valuation Services—in the event of partnership buy ins, partial sales or total sales, we can provide an independent, comprehensive, valuation based on the current optometric mergers and acquisition environment

  • Buy-Sell agreement review and collaboration—your buy-sell agreement impacts much more than partner buy in|out. It dictates what how your spouse and dependents will fare in the event of death or disability. Having a solid buy-sell agreement in place is an important estate and planning document, just as a will is. We can review, make suggestions based a per-practice basis and help facilitate a discussion between relevant parties if needed.

  • Retirement Plan Benefit Planning— We take retirement benefit planning a step beyond basic math to look at annual fees, employer contributions, tax savings, long term growth, and develop a bottom line number for plan providers and their employees to help develop the best strategy for their unique situation.