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.

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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

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