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Purchase and Sale Consulting

  • Determine of the other party is a willing buyer/seller
  • Negotiate the deal
  • Help in the allocation of the purchase price to maximize tax benefits
  • Help get the price you want
  • Close the deal
  • Prepare you for the transition

Appraisals

  • Why you might need one: Buying or selling a veterinary practice,
    Associate Buy-In, Enacting a Buy/Sell Agreement, Planning Your Estate,
    Dissolution
  • Gatto McFerson uses a process that is fast becoming the industry standard. By carefully analyzing sixteen different traits of a practice, our process can not only determine what the practice is worth today, but also indicate its value in five years.
  • Accredited in Business Valuations by the American Institute of Certified
    Public Accountants
Cash Flow Projections/Budgeting
  • Helping you achieve your financial goals
  • Helping you set monthly and annual targets for your practice

Management Consulting

  • Assist in making your veterinary practice more profitable
  • Helping you achieve your goals
  • Help get your practice where you want it to be
  • Help with problems/issues in the following areas relating to your practice: financial, marketing, personnel, service
  • Assisting you in painting a picture of where you want your practice to go
  • Comparing actual results to projected

Entrance/Exit Strategies

  • Planning ahead for eventual sale/buy-in
  • Targeting when you want to sell and getting the practice ready: financially, personnel, medically
  • Putting together a sales package
  • Helping the buyer plan his takeover
  • Helping the buyer achieve financing

New Practice

  • Checklists and manuals to get you started
  • Helping you get financing to get the practice off the ground
  • Demographic studies
  • Detailed projections looking out five years
  • Helping you set up pricing, marketing and personnel structures

Tax Preparation

Financial Statement Preparation

  • Accurately report your practice's results
  • Compare these results to budgets
  • Analyze and suggest ways to improve these results

Management Reports

  • Assess trends in your practice
  • To assist you in having your finger on the pulse of your practice
  • Daily and weekly reports

Owner/Partner Mediation

  • Settling differences between partners/shareholders that benefit all parties
  • Help in finding the win-win answer
 

 

 

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