Since 1988, I’ve been passionate about transforming owners’ dreams into legacies. I help practice and small business owners navigate the exciting yet often complex journey of valuations, transitions, and exit planning. With an enthusiastic approach and a wealth of personal experience in owning, managing, and selling my own businesses, I bring invaluable expertise and professionalism to the table.
By accessing my extensive network of colleagues and professional advisors, every client receives tailored guidance and support as needed. Clients greatly benefit from this type of collaboration by saving time and resources and from my well-rounded experience. The passion to deliver exceptional service is reflected in every transaction through consistent communication, depth of knowledge, and willingness to assist all parties through the process to reach a successful close.
For the last three decades, it has been apparent, based on client feedback… Karen Cares! That is achieved by active and careful listening, paying close attention to detail, and working confidentially with practice and business owners. Value drivers and obstacles are uncovered early on so proper planning can occur.
Practice types I primarily work with include dental, optometry, chiropractic, and cosmetic surgery. Business types are from a variety of sectors, such as property management companies, service businesses with machinery or equipment, retail, technology, as well as other business sectors.
Valuations are crucial to most practice and business transactions. Especially if succession planning is being considered, it is never too early to start the planning process. Therefore, it is imperative to understand the team dynamics, systems and processes an owner has in place. Identifying success drivers and analyzing support financials unveils available options to owners while providing confidence to prospective Associates and buyers.
“From consultation to closing, I enjoy helping clients every step of the way.”
Are there any questions on your mind? Want more information regarding practice transitions, business sales, or acquisitions? My unwavering dedication and personal satisfaction lie in helping owners achieve their goals. I’m Karen Parker. Let’s talk!