"The Williams Group reputation precedes itself in helping the private practice optometrist succeed in buying, selling, or starting their business. When I began considering adding another location, I called Williams Group immediately. From the get go, I was treated respectfully and fairly and they listened to my wants and needs. The previous owner and myself agreed to work together and we were placed with Tammi Sufficool, the EVP of Practice Transitions. It was amazing what we thought we knew to be correct about the transition versus what we found to be true. Tammi and her team laid out a well detailed plan and explained the timeline of the transition and how we would get there together. It has been just over a year since the change of ownership and both Dr. Harris and myself are still pleased with the process. Business is good, but most importantly the patients have continued to receive great care while continuing operations without a hiccup. Both parties were explained of the positives and negatives of a stock purchase versus an asset purchase. A stock purchase was what we chose to move forward with and we couldn't be happier. Thanks to Tammi and Williams Group for your help in transitioning ownership for Harris Eye Clinic and helping to keep private practice optometry, private! A 10 out of 10 experience!"
Matthew Jones
Harris Eye Clinic | Paragould, AR
"We originally contacted the Williams Group to get an appraisal of our practice more than a year prior to wanting to start the sale/transition process. We wanted to get an idea if our expectations of the practice value was reasonable. About a year later, we contacted the Williams Group and Tammi Sufficool. The appraisal was updated, and we followed their program. Having remembered how it was when we were looking to buy a practice thirty-three years ago, we wanted to make sure that when we transitioned our office to the next generation it was still productive and vibrant. We completed the sale of our Optometric practice January 1, 2023, and I truly believe we would be stuck in neutral without the assistance of the Williams Group. We did not have the knowledge or expertise to market the sale of the practice, select a qualified buyer, set the practice value, negotiate the terms of the sale, and manage the legal work to sell the practice. And do all this while continuing to see patients and manage the practice."
Robert Harper
Harper Optometric Care | Sun City West, AZ
"While at conferences, talking with others, I heard only positive comments with other O.D.'s in selling their practice. It was the correct decision. I had 2 offers prior to the successful sale of the practice. Williams Group guided me through the processes, determining the value, the Optometrist that actually would best meet both my wishes for the practice and for myself, and allowed me to have my best result. I am able to still work 10 hours/week, seeing patients that I have developed relationships with over 40 years was important to me and I'm also to take time to travel and enjoy life that I worked so hard for. So grateful for Williams Group expertise and guidance. "
Katrina Van Patten, O.D.
Carson City
"I needed help with valuation of my practice and practical, accurate advice and processes to transition to our next modality of practice. The most impact was seen when we needed to stay on track and get answers to tough questions. With the team of experienced consultant at the Williams Group, we achieved this in an amazing time frame. Tammi kept us on track with setting realistic goals and carrying out the tasks in a timely manner. We had meetings at times and tasks completed that turned out key turning points in many aspects of selling my practice. It was nice to have someone being able to anticipate and help with my practice transition. The Williams Group is a full-service consulting company. They helped me open my practice 14 years ago and sell my very successful practice to transition to the next phase of optometry and my life. I am very grateful for the entire team! "
Dr Marie Homa-Palladino
Personal Eyes
"The most impactful aspect was being able to feel comfortable with the process of the buyout. I don't have any statistics to share per se, but Bill Nolan was our facilitator and he had years of experience leading practice transitions and um acquisitions. I really wanted a neutral third party. So emotions wouldn't get in the way. And Williams consulting created a fair and professional environment really to have those often tough conversations and just a platform to know which questions to ask. For me, having a sounding board to express my concerns and to ask questions to an experienced professional was everything, it just really gave me the peace of mind that I needed. I actually wasn't the one who chose Williams Group. The doctor whose practice I was purchasing, chose Williams and he, as a practice seller, and I, as the practice buyer, split the consulting fee 50/50. Throughout his entire career, the practice seller had always recognized the importance of practice management. And the Williams Group was one of the consulting companies he had used in years past. But because he remained impressed with what they had previously offered and what they consistently brought to the table, having them be the ones to facilitate our practice transition was a no-brainer. "
Jennifer Davis, OD
Vision Tech Optometry Center, Inc.
"After leaving a major discount corporation I set out to open up my own practice nearby. My practice started out steady but I was not making a profit. My wife had to work to make ends meet and I was getting bombarded by paperwork that I was not used to in the commercial environment. My billing got behind and I was doing charts late into the night to just stay ahead. I was losing control of my free time entirely before Williams Group. They helped us get our HR policies in place and guided us on pricing, inventory and a systematic bookkeeping method. With the help of Williams Group my take home pay has tripled and my practice has a steady growth of 8-12% per year. My wife and I are so glad we stuck it out and found Williams Group, it has allowed us to remain proud business owners and stay and work in a community that we love."
Michael Holifield, OD
Central Park Vision Center | Plantation, FL
"After eight years of successfully growing my practice, I hit a glass ceiling and couldn’t break through to the next level. I just didn’t know what I didn’t know, as founder Brad Williams would say. Williams Group helped me identify the goals that I was looking to achieve and then came up with a plan to get me there. Since their help, we have tripled our gross revenue and improved our net income by 6%. I don’t worry about my practice “making it”. I have the freedom to enjoy life knowing my practice can thrive without me being there."
Tory Moore, OD
Dumas Vision Source | Dumas, TX
"Transitioning our practice has been a daunting endeavor; however, the outcome is far better than our expectations. Williams Group provided us with excellent advice and tools to move this process forward. We are grateful not only for the professional guidance but also for the friendship that has developed throughout this process."
John P. Brandt Jr., OD
Brandt Eyecare | Lock Haven, PA
"Williams Group mentored me through the complexities of running a practice from the very startup of my practice to the stage of selling and retirement. Their guidance allowed me to achieve much more than the financial comfort that I achieved. The highlight of my career has been the personal satisfaction of building an eyecare team and providing a lifetime of vision care to our patients! Because of this, I have developed friendships with staff and patients that have created some of my favorite memories. I cannot thank Williams Group enough for all of this."
Roger McCartney, OD
Professional Eyecare | Ord, NE
"Upon purchasing an established practice after residency, we began to grow so quickly that we didn’t know how to handle it. Due to the overwhelming growth, we could feel that we were terribly inefficient and missing out on opportunities. We went to school for nine years to become OD’s—we did not learn how to manage a business. Enter: Williams Group; super teching, scheduling, tracking, employee management…they helped us in every aspect of our practice. When we’d go home at the end of the day, we used to find ourselves stressed and complaining about the business management aspects of being in private practice. That is no longer the case after hiring Williams Group. In fact, for the first time in our careers we are enjoying running a business. With the expert guidance of Williams Group, we have added four exam rooms, built a new parking lot, bought a new practice to move into ours, and are beginning the hiring process for a new, full-time OD. Our annual gross and revenue per patient continues to increase; that is despite working through a remodel that completely gutted our office and required many days off! Having a personal consultant help with decision making has been invaluable. We see Williams Group as being our lowest-paid, highest valued employee. We wouldn’t be where we are today without them."