🧠 Valuation Insight: Licensed = Limiting (If Not Transferable)

 🧠 Behavioral health clinics can appear highly profitable—but valuations unravel if: The owner is the only licensed counselor or therapist No group practice structure or provider transition plan exists Revenue is heavily reliant on insurance with no adjustment for denials or delays Addbacks include wellness perks, family payroll, or non-clinical expenses šŸ“Œ Mental health services … Continue reading 🧠 Valuation Insight: Licensed = Limiting (If Not Transferable)

šŸŽ Resource Drop: Optometry Valuation Checklist

šŸ“˜ Just released: Our Optometry Practice Valuation Checklist Includes:āœ… Owner labor + credentialing normalizationāœ… Frame inventory tracking and asset classificationāœ… CapEx for diagnostic tools and patient systemsāœ… Payer mix and recurring care plansāœ… SBA SOP alignment for clinical + retail valuation šŸ“© Click here to grab your copy.

āš ļø Red Flag Case Study: Out of Focus

An optometry clinic was priced at $1.05M based on $285K in cash flow. But: āŒ Owner conducted 100% of exams and contact lens fittingsāŒ Inventory for frames not itemized or trackedāŒ Addbacks included home office, spouse payroll, and product samplesāŒ No staff optician or coverage plan for exit āœ… Adjusted FCF: ~$85Kāœ… Revised value: ~$465K … Continue reading āš ļø Red Flag Case Study: Out of Focus

🧠 Valuation Insight: Vision Care Needs More Than a Clear Lens

Ā šŸ‘“ Optometry practices often report strong margins—but valuations go blurry when: The optometrist-owner performs all exams No transition plan or associate optometrist is in place Retail and clinical revenue are mixed with weak tracking šŸ“Œ If the owner’s eyes are on every patient—it’s not enterprise value.

šŸŽ Resource Drop: Physical Therapy Valuation Checklist

šŸ“˜ Just released: Our Physical Therapy Clinic Valuation Checklist Includes:āœ… Owner vs. associate therapist riskāœ… Payer mix normalization + reimbursement lag reviewāœ… CapEx for tables, exercise gear, EHRāœ… Patient visit volume + recurrence trackingāœ… SBA compliance for licensed healthcare practices šŸ“© Click here to grab your copy.

āš ļø Red Flag Case Study: Reimbursed, But Not Ready

A PT clinic priced at $875K based on $235K in SDE. But: āŒ Owner performed all sessionsāŒ 90% of payers were insurance, with long reimbursement delaysāŒ No recurring client tracking or CRMāŒ Addbacks included exercise equipment, massage chair, and personal travel āœ… Adjusted FCF: ~$65Kāœ… Revised valuation: ~$385K post-staff normalization and insurance risk review šŸ“Œ … Continue reading āš ļø Red Flag Case Study: Reimbursed, But Not Ready

🧠 Valuation Insight: High Volume ≠ High Value

 🦵 PT clinics can show great revenue—but valuations collapse if: The owner treats 100% of patients with no supporting staff Insurance reimbursements aren’t normalized or aged properly Patient volume is inflated during temporary contracts (e.g., rehab overflow) Addbacks include home gym use, personal wellness, or family payroll šŸ“Œ If there’s no team, no tracking, and … Continue reading 🧠 Valuation Insight: High Volume ≠ High Value

šŸŽ Resource Drop: Chiropractor Valuation Checklist

šŸ“˜ Just released: Our Chiropractor Practice Valuation Checklist Includes:āœ… Owner vs. associate labor and credentialing risksāœ… Cash vs. insurance payer mix normalizationāœ… CapEx for tables, software, and wellness equipmentāœ… Patient tracking, visit frequency, and retentionāœ… SBA-compliant adjustments for licensed services šŸ“© Click here to grab your copy.

āš ļø Red Flag Case Study: Spinal Misalignment

A solo chiropractor priced their practice at $650K based on $185K in SDE. But: āŒ Owner was the only licensed provider—no associate, no exit planāŒ 60% of patients paid cash with no tracking systemāŒ Addbacks included home massage chair, supplements, and child insuranceāŒ No EHR or recurring visit tracking āœ… Adjusted FCF: ~$60Kāœ… Final valuation: … Continue reading āš ļø Red Flag Case Study: Spinal Misalignment

🧠 Valuation Insight: Hands-On = High Risk

Ā šŸ’„ Chiropractic practices often report healthy margins—but valuations take a hit when: The owner performs all adjustments and retains the goodwill No associate doctor or transition plan in place Payer mix (cash vs. insurance) isn’t broken down Addbacks include family benefits, personal wellness, or lifestyle perks šŸ“Œ If the business is the chiropractor, it’s not … Continue reading 🧠 Valuation Insight: Hands-On = High Risk