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

Debbie Boone, CVPM

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.

Joel Parker, DVM

Veterinary Practice Solutions

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

Karen Felsted, DVM, CPA, MS, CVPM

PantheraT

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

Leslie A. Mamalis, MBA, MSIT, CVA

Summit Veterinary Advisors

Summit Veterinary Advisors specializes in meeting the business consulting needs of both general and specialty veterinary practices.

Pam Stevenson, CVPM

VetResults

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

Tracy Dowdy, CVPM

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

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.

CPAs

Gary I. Glassman, CPA

Burzenski & Company, PC

Veterinary practice management specializing in financial management and tax planning for veterinary practices and owners.

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Glenn Hanner, CPA, CITP, CGMA, CVA

Whitley Penn

Beyond traditional corporate tax and audit work, we have significant knowledge in business accounting, financial consulting, business advisory services, and business appraisals.

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Louis M. Gatto, CPA

Gatto McFerson

Financial services and management consulting for veterinarians.

Financial Planning

Chris Sargent

Liquid Capital Partners

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.

Marvin “Brent” Morse, CFA

Morse Capital Partners

Positioning wealth for tomorrow through sound strategic planning today.

Mike Daly

First Command

Financial coaching, investing and saving, retirement planning.

Legal and Tax Planning

Charlotte Lacroix, DVM, JD

Veterinary Business Advisors

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

David Lingerfelt

Vertical Vision

Advising clients regarding tax advantaged sales of property and businesses.

Edward J. Guiducci

Guiducci & Guiducci

Guidance and legal consulting on matters relating to veterinary business and real estate matters.

Henry M. (Trey) Cutler III

Cutler Law Firm

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

Peter H. Tanella

Mandelbaum Barrett

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

Lenders

Bank of America logo

Bank of America

Bank of America, Lending partner.

Chris Sargent

Liquid Capital Partners

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.

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Steve Strickler, CFP, CVA

Licensed Associate

Financial coaching, investing and saving, retirement planning.

The Comprehensive, Proven Ackerman Process.

Our methodology is developed to help you navigate every aspect of the transition process with ease and control, while we handle the heavy lifting and minute details.

From negotiating employment agreements and exit strategies, to analyzing private equity offers and tax mitigation techniques, we know the market trends, the buyers, and how you can carve out the future you want.

Every practice is different, and every plan is personalized. The Ackerman Process can last up to seven months and leaves no stone unturned. We plan, identify, negotiate, and close while educating and preparing you to sell throughout the partnership.