Optometrist and Physician Practice Transactions

Primary Contacts

Charles L. Mastin, II

Jeffrey R. Bergstrom

Joshua C. Austin

While we represent a variety of businesses, Mastin Bergstrom concentrates on assisting and representing optometrists and physicians with all aspects of their intended practice transitions. We advise and represent our clients and handle all of the documentation necessary to establish, form, and manage their practice. We handle all facets of the transactions associated with buying and selling practices, leasing or buying the space for the practice, and bringing in or retiring out associated / partners. We have the expertise to assist our clients with selecting and forming the correct organizational structure for both liability protection and tax savings, whether for a single location practice or for multi-location practices.

Specific matters that we can assist with include the following:

Practice Acquisitions or Sale

  • We document, review, negotiate, and draft Letters of Intent (LOI) and Asset Purchase Agreements
  • We represent buyers of practices
  • We represent sellers of practices
  • We assure efficient and orderly closings

Real Estate Matters

  • We prepare, review, negotiate and draft LOI’s and Commercial Leases
  • We prepare, review, negotiate and draft Lease Assignments and Subleases
  • We prepare, review, negotiate, draft and provide expert representation through the closing with regard to Contracts to Buy and Sell Real Estate

Employment Agreements

  • We prepare, review, negotiate, and draft Employment Agreements and Independent Contractor Agreements
  • We represent associates and principals with regard to practice buy-in transactions

General Business Law

Tax Planning and Tax Return Preparation

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