Selling your practice is likely the single biggest financial event of your career. Don't leave it to chance—or to brokers who haven't sat in your chair.

I am not just a consultant; I am a practice owner who has successfully walked the path you are on now. In 2021, I navigated a successful acquisition of my practice, Carillon Vision Care, by a major private equity group (AEG), securing a valuation well above industry standards.

My Pertinent Experience:

• Proven Growth & Valuation Strategy: I revitalized the longest-standing private practice on Chicago's North Shore, driving 400% operational growth over 10 years to become the region's largest single-location private practice. This operational excellence allowed me to negotiate a 10x EBITDA multiple—significantly higher than the standard 5-8x averages.
• Deep Private Equity Vetting: I didn't just take the first offer. I personally vetted and negotiated with multiple top-tier PE firms, including Keplr, MyEyeDr, AEA, and AEG. I know their playbooks, their varying deal structures (Asset vs. Stock), and the specific "add-backs" that can add hundreds of thousands of dollars to your purchase price.
• Contract Negotiation & "Life After Sale": The purchase price is only half the battle. I successfully negotiated critical terms that many doctors overlook, such as accrual-based accounting adjustments (adding ~$90k to EBITDA) , staff protection, and a favorable employment non-compete that protected my future ability to practice.
• Operational Transition Expertise: I lived through the post-sale transition as a Managing Optometrist for four years. I understand the real-world challenges of integration—from EHR conversions to culture shifts—and can help you structure a transition plan that minimizes disruption to your team and patients.

How I Can Help You:

• Pre-Sale Positioning: Learn how to "dress up" your P&L and maximize your EBITDA before you go to market.
• LOI Analysis: Decipher the fine print between "Cash at Close," "Holdbacks," and "Rollover Equity."
• The "Second Bite": Strategies for structuring equity rollovers to benefit from future recapitalization events.

Stop guessing what your practice is worth. Let’s build a strategy to get you the exit you deserve.