009 Key Lessons From a Top CPA - Terry O'Neil
Manage episode 301772953 series 2880521
We asked Terry O’Neil, CPA, CVA and partner-in-charge of Katz, Sapper & Miller’s Veterinary Services Group about the lessons he’s learned from analyzing the financial data of over 600 veterinary hospitals, practice valuation, buying and selling veterinary practices, and contingency plans in times of crisis.
- What are the key lessons Terry has learned from analyzing the financial data of over 600 veterinary hospitals?
- What trends in veterinary medicine will continue into the future?
- How can practice owners optimize their financial documents when selling their practice?
- Advice for practice owners hesitant to sell to a corporation instead of an individual
- Advice for veterinarians looking to buy a practice
- Key Performance Indicators and how to look at them
- Tips to avoid missed charges
- Is it possible to suspect embezzlement simply by looking at financial statements?
- What are some “what if” scenarios a practice might need to develop a contingency plan for?
Ways to connect with Terry:
https://www.linkedin.com/in/terenceoneilcpacva/
Email: toneil@ksmcpa.com
Ways to connect with Veterinary Financial Summit:
https://VetFinancialSummit.com/
Instagram: @vetfinancialsummit
Facebook: https://www.facebook.com/VetFinancialSummit
LinkedIn: https://www.linkedin.com/company/vetfinancialsummit
Email: Leadership@VetFinancialSummit.com
Thank you to our Partners:
CareCredit: https://www.carecredit.com/vetmed/
TeleVet: https://televet.com/
Royal Canin: https://www.royalcanin.com/
Galaxy Vets: https://galaxyvets.com/
Eckard Enterprises: https://eckardenterprises.com/
Securos Surgical: https://www.securos.com/
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