Legacy Connect Program: Seamlessly transition your practice with fair market value, continuity of care, and comprehensive support to preserve your legacy.
Transitioning out of your practice is a significant step. The Legacy Connect Program offers a proven approach to ensure a smooth exit.
Our team handles the complexities, so you can focus on what matters most—leaving a lasting impact and securing your hard-earned legacy.
Financial Security
Sell your practice at fair market value with no fees from us, ensuring a seamless and stress-free transition.
Expert Guidance
Receive support from experienced advisors at every step of the transition.
Continued Care
Ensure a seamless transition for clients and staff, maintaining the quality of care they’re accustomed to.
Supporting you every step of the way as you plan your next chapter.
Strategic Consultation
Reach out to us for a free consultation session. Share your goals and circumstances, and we’ll provide expert guidance tailored to your practice exit journey. We’re here to answer all your questions—no obligations, just honest advice.
Practice Valuation & Planning
Receive a comprehensive valuation to understand your practice's worth. Our experts assess financials, client base, and market trends, helping you maximize value while creating a detailed strategy for a seamless transition.
Successor Match & Transition
We connect you with pre-screened buyers who align with your practice’s values. From negotiation to agreements, we ensure a secure transfer while maintaining continuity for staff and clients.
Post-Exit Support
Our team provides ongoing support to help you navigate the post-transition phase, ensuring the continued success of your practice under its new ownership.
Get answers to some of the most common questions about our Legacy Connect Program. Whether you're considering a transition, curious about the process, or looking to understand the benefits, our FAQ section provides the insights you need to make informed decisions about your practice’s future.
The Legacy Connect Program is designed to support practice owners in planning and executing a seamless transition. We work with you to ensure your practice maintains its quality, values, and care standards even after you step back.
Our transition process includes strategic consultation, valuation and preparation, onboarding successors, and ongoing support. We handle each step with the utmost care to ensure a smooth handover for both you and your patients.
The program is ideal for established practice owners considering retirement, moving on to other ventures, or simply looking to reduce their involvement. Contact us to discuss your eligibility.
The timeline for transition varies depending on the practice's size, specific requirements, and market conditions. Typically, transitions range from several months to a year. We work closely with you to make the process easier for you.
Yes, maintaining the legacy of your practice is a core focus. We carefully match successors who share your values and commitment to quality care, ensuring continuity for your team and patients.
The Legacy Connect Program offers competitive valuation assessments to ensure you receive fair compensation. We also provide guidance on tax implications and other financial aspects related to the transition. We do not collect any fees for our service to you. We receive management fees from the new owner after ownership is transferred.
The level of post-transition involvement is up to you. Some owners prefer a complete exit, while others may choose to stay in a mentoring or consulting role. We’re flexible and will work with you to find the best arrangement.
Our team provides end-to-end support, from initial consultation and planning through successor training and beyond. We’re here to address any concerns, assist with logistics, and make the transition as smooth as possible.
We use a comprehensive valuation process that includes financial analysis, market trends, and an assessment of your practice’s assets and reputation. This ensures a fair market value that reflects the true worth of your legacy.
Yes, you make the final decision on your successor. We present you with candidates who align with your values and goals, allowing you to make an informed decision about the future steward of your practice.
We support them in achieving fair market value for their practices and exit intentions, all within only a few months!
Dr. Feeley, BA, OD, FAAO
Ottawa, Ontario
Dr. Mah, BA, OD, FAAO
Oshawa, Ontario
Boardwalk Optical
Cambridge, Ontario
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