phone 925.820.6758


If a sale or partial sale is contemplated, we will:

  • analyze the market value
  • along with you, determine an asking price
  • market the practice (publicly or confidentially, depending on your wishes)
  • screen responses
  • negotiate the transaction with the buyer
  • manage the development of all necessary documents (sales contract, covenant not to compete, promissory note, security agreement, etc.)
  • guide the parties through the transaction, including explaining due diligence
  • coordinate all escrow and legal services for the parties
  • perhaps most importantly, we take the burden of the sales process off your shoulders so you can concentrate on your practice

All of these services are included in one brokerage fee, which is paid at close of escrow. There are no up-front fees and no hourly billings.

Do you already have a buyer lined-up? This is not uncommon. Most of the same services are still needed to assure a successful and binding transaction; but marketing, screening, and price-negotiation are not required, so we offer a discount in these situations.

If you are interested in buying a practice, we will:

  • analyze the value of the target practice(s)
  • along with you, develop the offer parameters
  • negotiate the transaction with the seller’s representative
  • coordinate escrow and legal services as needed


International Business
Brokers Association

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California Association of
Business Brokers /
Certified Business Broker


Industry Expert (optometric practices)
for Business Brokerage Press

Frequently Asked Questions about Brokerage.


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