Valuation Intelligence

Staffing Models &
Practice Value Multipliers

A practice's staff structure is not an HR function — it is a valuation variable. The number of revenue-producing ODs, their compensation architecture, staff tenure, and clinical productivity metrics collectively determine whether your practice commands a 5.5x or an 8.5x multiple at exit.

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Staffing Architecture

Why Staffing Is a Capital Variable

Buyers and their lenders underwrite practice acquisitions based on sustainable EBITDA — revenue that will persist after the selling OD departs. Lumina Medical Capital advises sellers to build staffing structures that separate practice revenue from the owner's personal clinical production, beginning at least 24 months before any planned exit.

⚠ Owner-Dependent Practice

The selling OD produces 80%+ of clinical revenue. No associate OD on staff. Support staff tenure under 2 years. Buyer's lender will apply a 15–25% revenue haircut to the underwriting model — directly compressing the achievable multiple.

Multiple Impact
4.5–5.5x

✓ Associate-Supported Practice

Selling OD produces 50–65% of revenue with one associate handling the remainder. Support staff tenure averaging 3+ years. Buyer underwrites with confidence in revenue continuity — no haircut required. The associate reduces key-person risk from a lender's perspective.

Multiple Impact
6.0–7.5x

★ Multi-OD Platform

Two or more associate ODs under employment agreements with 2+ years remaining. Selling OD produces ≤40% of revenue. Institutional-quality staffing documentation. Revenue is demonstrably not person-dependent — it is system-dependent. Maximum lender confidence; maximum multiple.

Multiple Impact
7.5–9.5x
Compensation Architecture

Associate OD Compensation Structures

How you compensate associate ODs directly affects both your EBITDA margin and whether those associates are likely to remain through and after a transaction.

Model Structure AZ Range (2025) Valuation Impact
Pure Salary Fixed annual compensation $115K–$145K Predictable EBITDA; easy to normalize
Salary + Production Bonus Base + % of collections above threshold $105K + variable Aligns incentives; most common structure
Pure Production 25–35% of net collections $130K–$185K Variable EBITDA; requires normalization in valuation
Equity Partnership Track Salary + buy-in option at 3–5 years $120K–$150K + option Highest retention; reduces key-person risk premium
Metrics Intelligence

Staff Metrics That Move the Multiple

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Revenue Per Employee

Best-in-class optometry practices generate $180,000–$240,000 of revenue per full-time equivalent employee. Practices below $130,000 per FTE signal either overstaffing, underbilling, or scheduling inefficiency — all of which compress EBITDA margin and the resulting exit multiple. Document and benchmark this metric in the 24 months before any exit process.

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Staff Retention Rate

Annual staff turnover above 25% is a yellow flag in acquisition due diligence. It signals management instability, cultural issues, or compensation misalignment — all of which create post-close operational risk that buyers price into their offers. Practices with ≤10% annual turnover and average staff tenure of 4+ years command measurable multiple premiums.

Exam Lane Utilization

Practices operating at less than 70% of theoretical exam lane capacity have documented growth potential that a buyer can underwrite into the acquisition model — justifying a higher multiple for a currently smaller EBITDA. Document scheduling efficiency: the gap between available appointment slots and filled appointments is a capital expansion opportunity, not a valuation discount.

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Revenue Per Exam

Revenue per comprehensive exam is the single most important practice productivity metric. Arizona medical optometry practices generating $280–$380 per comprehensive exam through bundled medical coding, optical sales, and ancillary diagnostics command a structural multiple premium over practices generating $140–$180 through vision plan billing alone.

Valuation Intelligence

Expert Practice Valuation Services

Staffing optimization is one of twelve value drivers in the Lumina valuation framework. Explore the complete three-method valuation methodology and understand exactly what your practice is worth today — and what it could be worth with 24 months of intentional preparation.

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Capital Deployment

Staff Strategically. Exit at Maximum Multiple.

The practice that commands an 8.5x multiple was built for it — deliberately, over years. Lumina helps practitioners engineer the staffing and operational infrastructure that institutional buyers pay premiums to acquire.

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