Strategic Partners

Trusted Relationships Deliver Guidance and Confidence

Our transition team includes trusted strategic partners to provide comprehensive knowledge, guidance and confidence. We work with some of the best professionals in the business to advise you in every aspect of selling your practice.

Consultants

selling your veterinary practice

Debbie Boone – 2 Manage Vets Consulting

At 2 Manage Vets Consulting we think holistically about the art of veterinary practice.   Whether the issues are business management challenges or a dysfunctional staff we understand and can help you overcome those problems and flourish. Read Bio
selling your veterinary practice

Joel Parker, DVM Founder

With our powerfully effective system of management training and coaching we will help you bring rapid prosperity and establish real structure within your practice.  Read Bio
selling your veterinary practice

Karen Felsted, DVM, CPA, MS, CVPM – Founder and President

PantheraT is a management consulting firm that works exclusively with veterinary practices and with companies in the animal health world.  Read Bio
selling your veterinary practice

Leslie A. Mamalis, MBA, MSIT, CVA – Owner and Senior Consultant

Summit Veterinary Advisors specializes in meeting the business consulting needs of both general and specialty veterinary practices. Read Bio
selling your veterinary practice

Pam Stevenson, CVPM – Founder

My mission is to work with you to create changes that produce positive results for your practice and increase your return on investment.  Read Bio
selling your veterinary practice

Terravet Real Estate Partners

Terravet offers its industry knowledge and insights to veterinary real estate owners, making sure veterinarians maximize the value of their property.   Terravet  
selling your veterinary practice

Tracy Dowdy, CVPM – Founder

A veterinary practice consultant with 20 years of hospital management, practice ownership, speaking, writing and consulting.  Read Bio

CPAs

selling your veterinary practice

Gary I. Glassman, CPA – Partner

Veterinary practice management specializing in financial management and tax planning for veterinary practices and owners.  Read Bio
selling your veterinary practice

Glenn Hanner, CPA, CITP, CGMA, CVA – Tax Partner

Beyond traditional corporate tax and audit work, we have significant knowledge in business accounting, financial consulting, business advisory services and business appraisals.  Read Bio
selling your veterinary practice

Karen Felsted, DVM, CPA, MS, CVPM – Founder and President

PantheraT is a management consulting firm that works exclusively with veterinary practices and with companies in the animal health world.  Read Bio
selling your veterinary practice

Louis M. Gatto – CPA Founding Partner

Financial services and management consulting for veterinarians.  Read Bio

Financial Planning

selling your veterinary practice

Chris Sargent – Managing Director

We are a private equity and advisory firm that structures transactions and relationships that substantially enhance the marketability, liquidity and after tax value on the sale of capital assets.  Visit Website  
selling your veterinary practice

Marvin “Brent” Morse, CFA – Managing Director

Positioning wealth for tomorrow through sound strategic planning today.  Read Bio
selling your veterinary practice

Mike Daly – Owner

Financial coaching, investing and saving, retirement planning.  Visit Website

Legal and Tax Planning

selling your veterinary practice

Charlotte Lacroix, DVM, JD – Founder

From startup through succession planning, VBA provides a full range of business, practice management, and human resources services.  Read Bio
selling your veterinary practice

Dave Lingerfelt – Partner and Tax Attorney

Advising clients regarding tax advantaged sales of property and businesses. Read Bio
selling your veterinary practice

Edward J. Guiducci – Founding Partner

Guidance and legal consulting on matters relating to veterinary business and real estate matters. Read Bio
selling your veterinary practice

Henry M. (Trey) Cutler III – Attorney

Dedicated to serving the veterinary profession: veterinary practice purchase and sale transactions partnering transactions, real estate transactions, employment agreements.  Read Bio
selling your veterinary practice

John Owens – Attorney

Specializes in veterinary law, business entity maintenance, estate planning and business law. Read Bio
selling your veterinary practice

Peter H. Tanella – Attorney

A full-service law practice which advises practice owners and associate veterinarians across the U.S. Read Bio

Lenders

selling your veterinary practice

Bank of America

Bank of America, Lending partner. Visit Website
selling your veterinary practice

Chris Sargent – Managing Director

We are a private equity and advisory firm that structures transactions and relationships that substantially enhance the marketability, liquidity and after tax value on the sale of capital assets.  Visit Website  
selling your veterinary practice

Steve Strickler, CFP, CVA – Licensed Associate

Financial coaching, investing and saving, retirement planning.  Visit Website