Five Goals to Clarify Before a Practice Transition
Define your optometry owner practice transition goals: timing, post-sale role, patient continuity, and buyer fit before exploring a transition.
Read the guideSeparate Confidential Path
Considering What Comes Next for Your Optometry Practice?
Start with basic fit and timing. Financial files, patient information, and practice records belong in a later secure diligence process only after human approval.
For owner-led practices
A private first conversation, not a valuation form
This path is for owners or authorized representatives of optometry practices in Georgia, Florida, Alabama, Tennessee, South Carolina, and North Carolina.
- Share only fit, timing, and your preferred role after a transition.
- Do not upload financial statements, patient records, or diligence documents.
- Your inquiry does not enter MyBCAT service marketing unless you opt in below.
Owner planning library
Prepare before you share sensitive records
These guides cover goals, continuity, readiness, and the questions to bring to qualified legal, tax, and valuation professionals.
Patient Continuity in an Optometry Practice Transition
Questions optometry owners can use to plan for records, communication, and state-specific review during a practice transition.
Read the guideOptometry Sale: Staff Communication & Confidentiality
How owners handle optometry practice sale staff communication confidentiality: when to tell your team, what to say, and how to protect continuity.
Read the guideOwner Dependency Before an Optometry Transition
Guidance on documenting workflows and delegating operations before an optometry practice transition.
Read the guideOptometry Practice Records Before Diligence: A Guide
A practical guide to organizing optometry practice records before diligence, including asset records, valuation questions, and patient-record considerations.
Read the guideOptometry Practice Transition Timeline for Owners
See how an optometry practice transition timeline unfolds stage by stage, from early goal-setting to patient notice, so you can plan on your terms.
Read the guideConfidential inquiry
Tell us the basic shape of the transition
Ankit reviews each inquiry. Submission does not mean the practice is qualified, valued, or under diligence.
Inquiry received
Your confidential inquiry was safely accepted.
Ankit will review the owner, geography, transition interest, and timing before deciding whether to continue the conversation. No valuation or qualification decision has been made.