Visibility CPA

09/05/2026

Big moment for our team this week.

Emily Stubbs, Esq. sat down with Dr. Una on The EntreMD Podcast to talk about something most private practice owners put off until it's too late: getting ready to sell.

They covered the three things that make or break a practice's ability to sell (and for how much), a napkin breakdown of exactly what to do in the three years before an exit, and a story about a dental practice that saved $400,000 in taxes in one year and used it to double in size.

Whether you're planning to sell in 3 years or 30, this conversation gives you a real place to start.

Full episode link here: https://entremd.com/ep-548-prepare-your-private-practice-for-exit-with-emily-stubbs-esq/

Huge thanks to Dr. Una and the EntreMD Podcast community for the conversation.

08/21/2026

A business can look successful and still have hidden issues limiting what comes next.

A medical group came to us with two thriving locations, strong demand, and plans to expand. But cash was tighter than it should have been, and the partners did not have the financial clarity needed to make their next decisions confidently.

We uncovered the issues beneath the surface:

Informal partner agreements
An unresolved trade-secret matter
Incomplete visibility into cash and tax exposure
Capital being lost through missed tax strategy
Over the next 12 months, we helped formalize the partnerships, resolve the legal issue, structure a building acquisition, and support two new locations.

The result: more than $400,000 in tax savings recovered and a business that expanded from two locations to four.

When expansion feels harder than it should, the issue is often not demand.

It is the foundation underneath the business.

08/06/2026

Why Using 3 Separate Advisors to Sell Your Business is a Mistake

Your CPA, broker, and attorney are NOT talking to each other — and it's costing you the deal.

Most business sales break down during diligence not because the business isn't great, but because the advisors aren't aligned. Your CPA does your taxes. Your broker finds the buyer. Your attorney reviews the contract. But who's connecting all three?

When your financial story, legal structure, and deal negotiation come from one unified team, nothing gets lost in translation. That's how you protect your deal and your future.

https://youtube.com/shorts/kKQjHlrbFKM

Take a look at the video — if this sounds familiar, you're not alone. Happy to talk through what it looks like when your advisors are actually on the same page.

Your CPA, broker, and attorney are NOT talking to each other — and ...

07/28/2026

3 Hidden Factors That Are Quietly Destroying Your Business Value

Profit isn't everything when it comes to selling your business.

Buyers look at:

Customer concentration risk — if 1 client = 40% of revenue, that's a red flag.

Owner dependency — if the business can't run without you, it's not worth as much.

Transferability — leases, contracts, and key agreements need to transfer cleanly. Know your value drivers BEFORE you list.

Your business might be profitable but buyers could still walk away....

07/16/2026

What Actually Determines How Much Your Business is Worth?

Your business valuation isn't a guess — it's a multiple of your EBITDA (Earnings Before Interest, Taxes, Depreciation & Amortization). But that number only holds up when your books are closed on an accrual basis.

Cash-basis financials won't cut it with serious buyers. Clean books = higher multiple = more money in your pocket at closing.

https://youtube.com/shorts/N5JbAjsdCm0?feature=share

Your business valuation isn't a guess — it's a multiple of your EBI...

07/09/2026

Private equity does not buy potential. It buys predictability.

If you plan to sell to PE, your business must be structured, transferable, and defensible well before a transaction.

In this video, we explain why tax mistakes, weak systems, and poor planning kill deals or compress multiples. The most successful exits come from owners who prepare years in advance by thinking like buyers, not operators.

PE firms prioritize:

• Scalable systems
• Clean financials
• Minimal key-person risk
• Efficient tax structures
• Clear post-transaction transition

If you want PE-level outcomes, you must build a PE-ready business.

We help owners align operations, tax planning, and exit strategy long before the LOI.

https://www.youtube.com/shorts/lcFbWdEVwj8

Private equity does not buy potential. It buys predictability.If ...

06/18/2026

He hired us six times.

Because when diligence started, the numbers held up.
Problems got addressed before the buyer used them against the deal.
And the transaction got to closing.

After that, there was no question who he called for the next one.

Two businesses sold. Four acquired. One team beside him through all of it.

Most people talk about getting deals done. We do the work that helps them survive diligence and make it to close.

If you are preparing for a transaction and want someone protecting the deal, not just commenting on it, we should talk.

06/04/2026

Practice transitions are complex, and the right support matters.

Audree trusted Visibility CFO Deal Advisors to help guide the sale of her dental practices. Our team supported her through the financial, tax, and legal considerations involved so she could move through the process with clarity.

Her words meant a lot to us:

“I’m incredibly grateful for their guidance and would wholeheartedly recommend them.”

We are grateful for the opportunity to do this work.

If you or someone you know is preparing for a dental practice transition, we are here to help.

05/28/2026

Why Investors Do Not Trust Your Numbers — and How to Fix It

Most founders think their numbers are “good enough” until an investor, lender, or buyer starts asking better questions.

Here is the truth:

If your financials are unclear, lumped together, or dependent on you explaining them, they do not build confidence.
They create doubt.

I joined Sabine on the Provider’s Edge podcast to talk about what actually makes a business financially credible and why so many founders mistake revenue for readiness.

We got into:

-how margin gets hidden inside messy reporting
-why segmented financials matter if you want real visibility
-what your numbers should be telling you about capacity, operations, and growth
-how to spot a service line that looks busy but weakens profitability
-why more people does not automatically mean a stronger business
-and how to position your company for investors the same way you would position a business for sale
This is the bigger point:

Investors do not trust stories. They trust clean, credible numbers.

If your financials cannot clearly show where profit comes from, what is draining margin, and how the business performs by segment, you are making it harder to raise capital, harder to scale, and harder to earn a premium outcome.

If you are building for growth, funding, or exit, financial visibility is not optional.

Listen to the episode, and tell me this in the comments:

What is one thing your numbers are still not showing you clearly?

05/25/2026

Something we hear often from ABA clinic owners:
"I wish I had known this two years ago."

Usually it comes up after they have already started talking to buyers — and they realize the things that would have moved their valuation up were not complicated. They just needed time to address them.

The difference between a good offer and a great offer in this market is not always about size. It is about how your financials read, whether your growth is predictable, and how much of the clinic runs without you personally carrying it.

We work with clinic owners to understand where they stand today — what is working in their favor, what a buyer would push back on, and what is worth addressing before they ever sit across the table from anyone.

If you are even just beginning to think about an eventual transition, earlier is almost always better. Not because of urgency — but because the owners who plan ahead have more options.

Message us if you would like a straightforward conversation.