Episode #162

20/20 Money Episode #162 – Peeking behind the private equity curtain to learn how PE sees your practice with Ryan Nesbitt

December 13, 2021

Welcome to this episode of 20/20 Money! My guest on today’s show is Ryan Nesbitt.

Ryan joins the show today to give us a unique perspective. As a consultant and advisor to private equity firms that are acquiring private practices across the healthcare verticals (including optometry), Ryan and I spend time talking about his experience working in private equity deals and sharing with us what drives value and return to private equity when acquiring practices. Knowing this information can help practice owners “spruce up” their own practices if they are considering a sale. We also spend some time specifically talking about how to navigate the timeline and conversation with associate ODs in the practice, since retaining providers is one of the biggest drivers of (short term) success for the practice post-sale.

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 newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

Start Planning Today

Don’t miss out on exclusive access to financial tips, strategies, and expert-led webinars. Subscribe to the “Planning Life, On Purpose” newsletter today and stay ahead of the planning curve!

Plan With Purpose – Subscribe Now!

If you’re interested in having your question and your voice featured on the 20/20 Money podcast, you can submit it here. You can either include your name or submit anonymously. Please keep your questions short and to the point. Sometimes writing it down beforehand can help.

And with that introduction, I hope you enjoy my conversation with Ryan Nesbitt.

Resources/References:

Staying Independent or Selling to PE? A financial analysis (Review of Optometric Business)

Knowing your number with Nathan Hayes

Episode Transcript

No transcript available yet.

Enjoy our content? Subscribe for regular updates!

Related Podcasts

Sponsoring a health insurance plan in your practice may not be as expensive as you think

Health insurance is one of the most confusing and frustrating decisions practice owners face. In this episode I sit down…

Read Now
  • Financial Planning
Tax Strategies to Embrace and Avoid & A Case Study on Where to Look for Errors on Your Tax Return: My Guest Appearance on Eye Own A Business Podcast

Many optometrists are either leaving money on the table with their tax strategy—or unknowingly pushing the boundaries of tax law.…

Read Now
  • Practice Management
How VOSH International is changing global eye care—and how you can be part of it w/ Dr. Vicki Weiss, President of VOSH International

In this episode I sit down with Dr. Vicki Weiss, president of VOSH International, to talk about how optometrists can…

Read Now
  • Practice Management
Chemistry in the practice: why alignment beats authority with Dr. Todd Cohan, Polly Stearns, & Sadie Blair

Recording live from IDOC Connection in Orlando, I sit down with Dr. Todd Cohan, Sadie Blair, and Polly Stearns from…

Read Now
Why you can’t ignore AI as a practice owner (and a beginner’s path to using it) with Eugene Shatsman

Eugene joins me to talk about how artificial intelligence is showing up in optometry and why there’s a growing gap…

Read Now
  • Practice Management
Getting unstuck from the messy middle of business operations with Mandy Brown

Ever feel like you’re stuck in the “messy middle” and on the operations “hamster wheel” in your practice? If so,…

Read Now