Cold Start & Practice Purchase Accelerator

Practice Consulting

Aaron Neufeld O.D

133 2nd Street, Los Altos, CA 94022

Aaron@ODsonFinance.com

www.practice.ODsonFinance.com

📲 TEXT ONLY (650) 668-2235
Cold Start & Practice Purchase Accelerator | FREE

Cold starting or practice purchase can be overwhelming. We've curated essential resources to help you begin leanly and efficiently, all 100% FREE to you.

Step 1: Fill out the form with your practice goals and any resources you need.

Step 2: BOOK A FREE 30-MIN Practice Guidance Consult with one of our advisors
- 👨🏻‍💻 Aaron Neufeld O.D: https://calendly.com/aaronneufeld-od/practiceguidence
- 👨🏻‍💻 Jenn Stewart O.D: https://calendly.com/jennifer-stewartod/practice_advisor
  - Note: If you plan to book with Jenn (limited availability), please forward her this form submission prior to meeting for her to review
  - 📧 jennifer@odsonfinance.com
Step 3: You will receive a complete summary of all resources, including practice loans financing, CPA/legal, equipment/vendors, or even a flat-fee practice consultant if you need more hands-on support.

Looking forward to working with you!

- Aaron Neufeld, COO/Co-Founder | Multi-practice owners

⚠️ Disclaimer: All information submitted will be kept confidential. Please note that this is not a practice consulting service. Rather, Aaron/Jenn will assist in navigating OD Owners/Cold Start Owners toward appropriate resources. We are not lawyers, CFPs, or CPAs, and all clients are advised to seek professional help as needed. This content is provided for informational purposes only and should not be construed as legal, financial, or professional advice.
Full Name*

First NameLast Name
Email*
example@example.com
Cell Phone Number*
Please enter a valid phone number.
Where did you go to optometry school?*
What year did you graduate optometry school? *
Graduation year: e.g 2015
Practice Information

Please answer as best as you can
What are you trying to do or interested in? (Select as many as you want)*

Interested in opening an Cold Start PracticeInterested in Practice Purchase (No broker)Interested in Practice Purchase (Already have a broker)Interested in Warm Start Practice (Previous owner)Current Cold Start Owner looking for adviceCurrent Practice Owner looking for adviceNot sure, want to explore options
Location of potential cold start or purchase (City/State)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How soon are you looking to start your cold-start or buy-in practice?*
Less than 1 years, in 2-3 years, 4-5 years, greater than 5 years
Do you need financing with one of our banking partners? If so, what type of loans & how much capital financing do you need?
Cold Start Loan: $500K Max, Practice Purchase/Real Estate up to $5M, Express Loan up to $200K
Any specific equipments are you looking for?*
E.g Eidon Widefield/Optos, exam lane, edger, dry eye resources: For full list, please see list of Vendors/Equipment: https://practice.odsonfinance.com/equipment-partners/
Any specific professional resources you are looking for? Select as many as you need*

Financing BankersPractice Broker/RecruitorLawyer for leases, purchases etcFlat-Fee Practice ConsultantDesign & Optical Build outWebsite & MarketingBilling/Credentialing/RCMPractice Management software such as EHR, VOIP, CL orderingFrame Line & Optical LabsMerchant Services Payment ProcessingCPA and/or Bookkeeper401K Provider & PayrollVirtual Assistant /Staffing HelpOther
Describe your Ideal Practice such as speciality services such as dry eyes, design style, location/modality, size of practice, etc*
For full list of practice owner resources: Check out https://practice.odsonfinance.com/recommended-practice-resources/
Any other necessary documents or information you want to share with us?
I will book an FREE 30mins Online Consult afterward*
To book an appointment, please visit: https://practice.odsonfinance.com/
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Practice Information