Maximize the Value of Your Optometry Practice: Succession & Sale

Owning an optometry clinic is more than patient care, it’s one of the most valuable assets you’ll ever build. Yet most practice owners leave significant money on the table when it comes time to sell or transition.

This exclusive seminar is designed specifically for optometrists in Ontario. You’ll learn how to structure your practice for maximum tax efficiency, prepare for succession or sale, and discover how your clinic stacks up compared to your peers with a complimentary InterVal Valuation & Key Metrics Report.

By attending, you will:

✅ Receive a complimentary InterVal practice valuation (see how attractive your clinic is vs. peers).

✅ Learn the 5 most common structuring mistakes optometrists make, and how to fix them.

✅ Understand the “Optometrist Lifecycle”: from growth to sale to retirement.

✅ Discover how corporate structuring (PCs, HoldCos, Family Trusts) impacts tax, succession, and wealth transfer.

✅ Hear what corporate roll-up buyers (e.g., FYidoctors, Specsavers) look for when acquiring practices.

✅ Get actionable insights you can apply immediately to increase practice value and reduce personal tax exposure.

✅ Walk away with a Corporate Estate Planning Checklist PDF designed for business owners - a step-by-step guide to ensure your professional corporation, holdco, and personal estate are aligned.

• Optometrists who own or co-own a clinic.
• Those thinking about succession, retirement, or sale in the next 5–10 years.
• Practice owners curious about how buyers value optometry practices.
• Optometrists who want to ensure their corporate structure and wealth plan are optimized.

1. Welcome & Introduction
2. The Lifecycle of an Optometry Practice
3. Top 5 Mistakes in Practice Structuring
4. How Buyers Value Optometry Practices
5. Integrating Your Practice With Personal Wealth
6. InterVal Demo & Complimentary Valuation
7. Q&A / Open Discussion

Skyler Soper – Investment Advisor, IG Wealth Management
Specializing in helping business owners (including optometrists, dentists, and medical professionals) structure their corporations, plan tax-efficient exits, and integrate personal & corporate wealth strategies.

📍 Location: Commerce Court, 21st floor - 199 Bay Street (Bay & King)
📅 Date: Thursday, October 31st
🕒 Time: 1pm- 2:30pm

Seats are limited to ensure interaction and discussion.
➡️ Reserve your spot now to lock in your complimentary InterVal practice valuation.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Soper Wealth - IG Wealth Management