Williams Group Webinars

Beyond the Purchase: Streamline Your Operations as a New Owner 

with Brad Rourke, CPA, ABV, and Kelly Kerksick, OD

Transition into optometry practice ownership with confidence by joining industry experts Brad Rourke from Williams Group and Kelly Kerksick, OD from RevolutionEHR on Wednesday, April 16th at 2:15 PM central.

Learn to navigate the initial stages of ownership with the right strategies and tools for managing staff and patient expectations, growing the practice post-sale, ensuring a seamless software handoff, and optimizing operations.

Secure your spot now!

Buying an Optometry Practice: Finding, Evaluating, and Securing Financing 

with Brad Rourke, CPA, ABV and special guest Michael Smith of Bank of America

Thinking about buying an optometry practice? This discussion covers everything you need to know to take the next step toward practice ownership. In this session, you'll learn:

How to assess practice potential and financial health, what lenders look for and how to qualify, startup vs. established practice funding differences, interest rate trends and optometry-specific financing strategies, creative ways to strengthen loan applications, real estate and partial buy-in funding options, when to start the loan process including what reporting is required

Planning for Your Ideal Selling Price 

with Brad Rourke, CPA, ABV

Whether you're in the early stages of considering a sale or already deep in the planning process, this webinar will provide valuable insights into maximizing your practice's value. You'll learn about: The best time to sell: Discover the strategic timing to maximize your practice's selling price. Evaluating your practice's worth: Understand how to accurately assess what your practice is worth in today's market. Finding and vetting buyers: Learn how to identify prospective buyers and what steps to take to ensure they are the right fit. Tax implications: Get crucial information on the tax consequences of selling your practice and how to plan for them efficiently. Led by Brad Rourke, CPA, ABV, this webinar replay is packed with actionable advice to help you navigate the complexities of selling your optometry practice. 

Update on Trump's Tax & Tariff Plans 

with Brad Rourke, CPA, ABV

This webinar replay explores the latest tax policy changes proposed under the Trump administration. This session covers crucial topics for optometrists, including Title 26, differences in legislative processes between the House and Senate, the implications of the carried interest tax proposal, and strategies for selling to private equity. Brad provides a detailed analysis and actionable strategies to help you maximize tax benefits and minimize liabilities within your optometry business. Whether you're planning for future financial strategies or adjusting current ones, this webinar is an invaluable resource for staying informed and prepared. Don’t miss the insights that could shape the future of your practice.

When & How to Exit Practice Ownership? 

with Bill Nolan

Thinking about retiring or transitioning out of practice ownership? Watch our webinar replay to learn how to exit your optometry practice the right way—on your terms. In this session, our experts cover: How to determine the right time to transition, strategies for maximizing your practice’s value, the pros and cons of selling to private equity vs. a peer, and common mistakes that can cost you thousands. Whether your exit is months or years away, having a clear strategy is essential to securing your financial future.

Why Buy/Invest in an Optometry Practice? 

with Brad Rourke, CPA, ABV

Are you considering buying an optometry practice? In this webinar replay, we dive into why purchasing an optometry practice could be the smartest investment for your career and financial future. Whether you're an associate OD, a commercial OD, or exploring your next career move, this session is packed with actionable insights and expert advice. What You’ll Learn: The financial and professional benefits of owning a practice. How to evaluate the value of a practice before purchasing. The role of emerging technologies like AI in shaping optometry. Why practice ownership enhances your connection to the community.