Veterinary practice acquisition expertise complemented by strong operational, marketing, and finance experience in your corner. Our expert team will guide you through the process, streamlining your experience. Each stage of your transaction is handled by deal professionals with the utmost discretion for all parties.

Providing strategic and tactical Business Development and Operational guidance in the Animal Health space.

Snout ID is a vet-based tech solution that enables the practice support team to focus on the client experience and patient care, not paperwork. With contactless appointment prep and communications, as well as digitization of patient records and forms, SnoutID simplifies the practice workflow and takes the pain out of preparing for the next appointment. For more info, visit SnoutID.com.

VetBooks enables veterinary practices to: - Make better business decisions in “real-time” - Spend more time taking care of their patients - Forecast for investment and growth - Save time and streamline accounting fees - Deliver a clean set of up-to-date books to their accountant - Take the headaches out of your bookkeeping and have peace of mind knowing you have a professional team on your side.

 Trained 5 Regional Directors on Practice level day to day operations and implementation of initiatives.  Solved complex practice level employment matters: conflict resolution between veterinarians and support staff, regulatory issues, and termination of senior level practice employees.  Deployed process training and guidance to enable Integration Manager to manage three concurrent deal flows. Developed staffing and process requirements to meet growth plan. New workflows accommodated doubling of Business Development team from 4 to 8 and 400% projected increase in acquisition volume.

 Integrated 24 new acquisitions within 14 months. Improved integration and operational experience of partner practices by refining the integration process, and managing expectations of potential partners and business development.  Hired and oversaw a team of 7 employees in the management, integration, and on-going operational workflow of a newly acquired practice. Identified a preferred data aggregation and analytics partner by leveraging industry contacts.

 Authored integration process enabling full integration of a practice in just 20 business days. Analyzed dependencies and further improved integration road map for other partner practices.  Performed regulatory research at State and County level; incorporated results into legal process to manage regulatory risk.

 Developed sales processes from first contact to close by interviewing internal stakeholders (business development, marketing, training and business analytics), reviewing existing processes, identifying inefficiencies and improvement opportunities. Trained business development team of 20 and Account Training Specialist team of 5 on processes and procedures.

 Designed and implemented product development, marketing, branding, and sales initiatives to maintain strong revenue growth for digital portal/email and print communication products. Conceived the HealthyPet Magazine quarterly issue and article focus; managed veterinary and editorial review; inventory control, forecasting and all aspects of print production from pre-press approval through consumer delivery. This publication reached annual circulation of 4 million. Leveraged industry expertise to devise business validation procedures that decreased errors in customer data, resulting in increased efficiency, profitability and customer satisfaction.

 Reorganized Account Management including analysis and modification of customer relationship management (CRM) primary account management functions and reporting. Improvements enabled the team to take on multiple internal and external projects that supported $40 million in annual revenue. Conceived and implemented departmental training with daily, weekly, and monthly performance metrics.

 Managed information technology (IT), sales and account management teams in two locations – Huntington Beach, CA & Atlanta, GA. (45 Full time employees). Responsible for the operations of primary and ancillary products, revenue streams, corporate accounts and vendor relationships at the technical, production, and executive levels which resulted in 5% YoY revenue growth during the US financial crisis. Presented financial analysis of all HealthyPet operations to senior management. Oversaw a budget of $20 Million.

 Led a team of 25 full time employees to generate 10% average annual revenue growth. Designed and executed sales and account management training documentation, training protocol, and performance metrics which covered monthly, quarterly, yearly, and per-project evaluations.  Oversaw creation, maintenance, and enhancement of a web-based CRM platform. Developed internal/external-facing digital dashboards for all clients, encompassing all variable marketing information and reporting.  Drove efforts in producing the HealthyPet Magazine quarterly issue and article focus; facilitated the veterinary editorial review; and directed all aspects of print production processes.