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Broker Biography
Introduction
I assist practice owners with a range of services related to valuation, acquisitions, and successful practice transitions.
My services include:
- Certified practice valuations (for buyers or sellers)
- Practice brokerage
- Merger & acquisition analysis (for buyers or sellers)
- Partner compensation plan development
- Sale preparation consulting
I am one of the few consultants in the U.S. who focuses only on medical practices and who is a Certified Valuation Analyst (CVA) with the National Association of Certified Valuators and Analysts. My CVA certification qualifies me to prepare valuation reports accepted by the Small Business Administration (SBA) for lending purposes and by the Internal Revenue Service (IRS) for matters such as estate and gift tax filings.
I prioritize clear communication, uncompromising confidentiality, and customized strategies tailored to the specific goals of each client. Having built trusted relationships within the healthcare industry, I also collaborate with other experienced professionals to offer clients a full range of services when needed.
Whether you are exploring the sale of your practice, preparing for a future transition, or seeking a certified valuation, I strive to deliver practical, personalized advice that helps you make informed decisions.
Services Provided
- Certified Medical Practice Appraisals
- Medical Practice Brokerage
Areas Served
Licensed In
- California — License number 01984748
Business For Sale Listings
Cash Flow: $250,000
Fairfax Co., VA
View Details Established Ophthalmology Practice in Northern Virginia
Priced to sell! This comprehensive ophthalmology practice is located in a vibrant, affluent Northern Virginia community near Washington, D.C. It has served patients for over 30 years and generates steady annual revenue of more than $820,000. The practice enjoys a strong referral network and a healthy payer mix, including approximately 50% Medicare, 30% PPOs, 10% HMOs, and 10% cash patients.The 2,758 sq. ft. office is fully equipped and well-maintained, featuring four exam lanes and an optical dispensary. A dedicated team, including an experienced optician, is already in place. The retiring seller stopped performing surgeries in 2023, creating strong potential to grow by reintroducing surgical services and adding laser or cosmetic procedures.This is a rare chance to acquire a trusted, turnkey practice with deep community ties and excellent opportunities for expansion. 100% bank financing is available for qualified Less
Cash Flow: $315,000
Kitsap Co., WA
View Details Solo Ophthalmology Practice – Premier Seattle Suburb – $1M+ Revenue
Nestled in one of Seattle’s most desirable suburbs, this thriving solo ophthalmology practice offers an exceptional opportunity for a comprehensive ophthalmologist seeking professional autonomy and a balanced lifestyle. Situated in a community renowned for its top-rated schools, robust real estate market, and strong support for local businesses, this practice is perfectly positioned for continued success.As the only ophthalmologist in town, you’ll have the freedom to shape your practice exactly as you envision—providing personalized patient care, cultivating lasting relationships, and becoming an integral part of a welcoming community.Key Features: - Consistent annual collections exceeding $1,000,000 - 1,900 SF fully-equipped office with EMR system - Favorable payer mix: 60% Medicare, 30% PPO, 10% HMO - 100% bank financing available - Retiring seller committed to assisting in a smooth practice transitionDon’t miss Less
