20/20 MONEY: The Business of Optometry Finding the right buyer: a PE sale built on trust, not just numbers, with Dr. Adam Bryan
Dr. Adam Bryan shares his journey of transitioning his optometry practice through a private equity sale. He discusses the evolving landscape of optometry ownership, the challenges and opportunities presented by private equity, and the importance of maintaining practice culture during the transition. Dr. Bryan reflects on the decision-making process, the negotiation of the sale, and the communication strategies employed with his team. He emphasizes the need for thorough due diligence and the significance of protecting one's legacy while considering various exit strategies.
As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly "planning life on purpose" newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.
And with that introduction, I hope you enjoy my conversation with Dr. Adam Bryan.
Resources:
20/20 Money Ultimate Financial Success Masterclass
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