OPTOMETRY PRACTICE BROKERAGE BUSINESS PLAN

I. Executive Summary

Company Description

We are a U.S.-based, tech-enabled brokerage platform launching in 2026 that simplifies buying and selling optometry practices. The platform combines a sophisticated online marketplace with dedicated M&A brokers and proprietary valuation algorithms to produce transparent, data-driven deal terms. Our core services are a tiered subscription plus commission model, a listing marketplace, automated practice valuations, and hands-on deal support for sellers, buyers, and investors. One-line: a modern, hybrid marketplace that pairs algorithms with expert brokers.

The business targets independent optometrists, recent graduates, and institutional investors in the U.S. Our main activities are sourcing listings, running valuations, qualifying buyers, managing negotiations, and closing transactions. Short-term goals: launch the marketplace in 2026, onboard 200 listings, and complete 50 transactions in year one. Long-term goals: national market share in optometry practice transfers, recurring subscription revenue, and expansion to adjacent healthcare specialties. One-line: clear, repeatable deal flow that scales through software and senior M&A expertise.

Problem

Independent optometrists face an opaque, complex practice-transition landscape that creates time-consuming, risky sales and acquisitions. Sellers lack reliable valuations and clear buyer pipelines, and aspiring owners struggle with due diligence and finding vetted opportunities. The lack of transparent, data-driven intermediaries prolongs transactions, undermines seller price discovery, overwhelms buyers during due diligence, reduces deal flow for qualified associates, and increases legal and financial exposure. One line: lack of transparent, data-driven intermediaries prolongs transactions and increases financial uncertainty.

Solution

Optometrists face an opaque, slow market for buying and selling practices, with sellers missing qualified buyers and accurate valuations and buyers lacking reliable data for due diligence. Our platform pairs a digital marketplace and automated valuation and tracking tools with expert brokers to deliver verified listings, faster time-to-close, and hands-on advisory, reducing delays and financial loss while preserving personalized support.

A focused, hybrid marketplace that speeds optometry practice transitions with verified data and hands-on brokerage support.

Mission Statement

Our mission is to modernize the optometry transition landscape by providing a transparent, tech-enabled platform that gives practitioners data-driven insights and expert guidance to maximize seller value and create clear pathways for aspiring owners. We simplify complex transactions, preserve independent practices across the United States, and serve as the most trusted partner in the optometry M&A ecosystem. We create confidence, clarity, and lasting practices.

Key Success Factors

These factors drive our ability to source, value, and close optometry practice transactions profitably and at scale.

• Proprietary valuation algorithm delivering superior accuracy in practice appraisals.
• Secure data infrastructure ensuring client trust and repeat use.
• Partnerships with national optometric associations and financial institutions creating a steady pipeline of qualified leads.
• Low Buyer Acquisition Cost — $250 enabling platform liquidity and efficient growth.
• Scalable broker team aligned to support projected revenue of $88,872,000 by Year 5 and one-month payback supporting immediate profitability.

Financial Summary

Financial highlights show rapid scale: Year 1 revenue of $18,131,000 with Year 1 EBITDA of $13,781,000, breakeven in January 2026.

Financial requirements: an initial marketing budget of $250,000 in 2026 (seller $150,000; buyer $100,000). Key metrics: Return on Equity 219.54%, Internal Rate of Return 0%, minimum cash $1,013,000 (Jan‑2026), breakeven and payback achieved in month 1.

The outlook is strong: high margins, fast breakeven, and sustained cash reserves through Year 5.

Funding Requirements

We require a minimum cash raise of $1,013,000 to fund the Jan-2026 launch; Year 1 revenue is forecast at $18,131,000 with EBITDA $13,781,000 and breakeven in January 2026, supported by diversified commissions, subscriptions, and add-on fees.