Ā š§ Behavioral health clinics can appear highly profitableābut 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 š Mental health services … Continue reading š§ Valuation Insight: Licensed = Limiting (If Not Transferable)
SBA 7a appraisal
š Resource Drop: Optometry Valuation Checklist
š Just released: Our Optometry Practice Valuation Checklist Includes:ā Owner labor + credentialing normalizationā Frame inventory tracking and asset classificationā CapEx for diagnostic tools and patient systemsā Payer mix and recurring care plansā SBA SOP alignment for clinical + retail valuation š© Click here to grab your copy.
ā ļø Red Flag Case Study: Out of Focus
An optometry clinic was priced at $1.05M based on $285K in cash flow. But: ā Owner conducted 100% of exams and contact lens fittingsā Inventory for frames not itemized or trackedā Addbacks included home office, spouse payroll, and product samplesā No staff optician or coverage plan for exit ā Adjusted FCF: ~$85Kā Revised value: ~$465K … Continue reading ā ļø Red Flag Case Study: Out of Focus
š§ Valuation Insight: Vision Care Needs More Than a Clear Lens
Ā š Optometry practices often report strong marginsābut 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 š If the ownerās eyes are on every patientāitās not enterprise value.
š Resource Drop: Physical Therapy Valuation Checklist
š Just released: Our Physical Therapy Clinic Valuation Checklist Includes:ā Owner vs. associate therapist riskā Payer mix normalization + reimbursement lag reviewā CapEx for tables, exercise gear, EHRā Patient visit volume + recurrence trackingā SBA compliance for licensed healthcare practices š© Click here to grab your copy.
ā ļø Red Flag Case Study: Reimbursed, But Not Ready
A PT clinic priced at $875K based on $235K in SDE. But: ā Owner performed all sessionsā 90% of payers were insurance, with long reimbursement delaysā No recurring client tracking or CRMā Addbacks included exercise equipment, massage chair, and personal travel ā Adjusted FCF: ~$65Kā Revised valuation: ~$385K post-staff normalization and insurance risk review š … Continue reading ā ļø Red Flag Case Study: Reimbursed, But Not Ready
š§ Valuation Insight: High Volume ā High Value
 𦵠PT clinics can show great revenueābut valuations collapse if: The owner treats 100% of patients with no supporting staff Insurance reimbursements arenāt 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 š If thereās no team, no tracking, and … Continue reading š§ Valuation Insight: High Volume ā High Value
š Resource Drop: Chiropractor Valuation Checklist
š Just released: Our Chiropractor Practice Valuation Checklist Includes:ā Owner vs. associate labor and credentialing risksā Cash vs. insurance payer mix normalizationā CapEx for tables, software, and wellness equipmentā Patient tracking, visit frequency, and retentionā SBA-compliant adjustments for licensed services š© Click here to grab your copy.
ā ļø Red Flag Case Study: Spinal Misalignment
A solo chiropractor priced their practice at $650K based on $185K in SDE. But: ā Owner was the only licensed providerāno associate, no exit planā 60% of patients paid cash with no tracking systemā Addbacks included home massage chair, supplements, and child insuranceā No EHR or recurring visit tracking ā Adjusted FCF: ~$60Kā Final valuation: … Continue reading ā ļø Red Flag Case Study: Spinal Misalignment
š§ Valuation Insight: Hands-On = High Risk
Ā š„ Chiropractic practices often report healthy marginsābut 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) isnāt broken down Addbacks include family benefits, personal wellness, or lifestyle perks š If the business is the chiropractor, itās not … Continue reading š§ Valuation Insight: Hands-On = High Risk
