ODoF Strategic Brokerage was born from the idea that practice transitions shouldn’t feel confusing, costly, or one-sided. Founded by practicing optometrists who have personally gone through acquisitions, cold starts, real estate purchases, and private equity exits, our team understands what’s at stake because we’ve been there ourselves.
What started as two doctors helping their colleagues evaluate deals has grown into a full-service brokerage collaboration with legal, financial, and matchmaking expertise, all tailored specifically for optometrists.
We’ve helped hundreds of ODs across the country make confident decisions, close fair deals, and ultimately take control of their professional futures.
Experience-Driven: Every advisor on our team has firsthand ownership and transition experience. We don’t offer cookie-cutter advice.
Transparency: We believe in clear pricing, objective data, and honest conversations.
Precision: From valuation modeling to legal drafting, we obsess over the details so you don’t have to.
Partnership: We view every client as a long-term relationship, not just a transaction.
Dr. Aaron Neufeld, OD
Analyst & Transaction Facilitator (Consultant)
Aaron is a multi-practice optometrist and financial strategist who’s helped over hundreds of ODs evaluate, acquire, or launch their practices. With personal experience in cold starts, buy-ins, acquisitions, and exits, including real estate and private equity, he specializes in valuation, deal structuring, and financial modeling grounded in real-world banking standards.
Dr. Chris Lopez, OD
Match Coordinator & Transaction Facilitator (Consultant)
As a seasoned multi-practice owner and community connector, Chris leads our nationwide buyer-seller matchmaking. He brings a unique ability to understand the clinical, personal, and financial goals of both sides, making each transition smoother and more successful.
Justin Morgan, JD
Attorney & Legal Counsel
Justin is a healthcare-focused attorney and founder of The Morgan Advisory Group. With hundreds of successful healthcare transactions under his belt, he ensures that every legal document from LOI to APA is compliant, protective, and clear. His collaborative, detail-driven approach saves clients time, money, and stress.
Dat Bui, OD
Marketing & Developer
Dat is a practicing optometrist and multi-business owner who leads marketing strategy and oversees backend operations for the brokerage. He plays a key role in managing logistics, systems, and execution to ensure a smooth, efficient transition for both buyers and sellers throughout the transaction process.
Jackson Pace, CPA
Tax Accountant
Jackson Pace, CPA, is the founder of Refractional CFO and specializes in guiding optometrists through practice sales and acquisitions from the tax perspective. With expertise in tax planning, bookkeeping, and fractional CFO services, he helps ODs minimize tax burdens, structure deals efficiently, and transition smoothly while keeping their financial goals front and center.
Allana Fagaragan
Executive Assistant
Allana is a healthcare professional with 5+ years of experience in clinical care and healthcare administration, specializing in patient-centered vision care and operational efficiency. With a background in marketing, she combines strong customer service skills and multitasking abilities with effective communication to deliver compassionate, results-driven service.
ODoF Brokerage is more than a listing service. We provide end-to-end support, including:
ODs on Finance Brokerage Group made the process of selling my optometry practice smooth and stress-free. Their team was professional, responsive, and truly understood the value of what I built. I couldn’t have asked for a better experience.
From the initial valuation to the final paperwork, ODs on Finance provided expert guidance and honest advice. They made sure I got a fair deal and kept me informed throughout the entire process.
Working with a brokerage that specializes in optometry made all the difference. ODs on Finance connected me with qualified buyers who appreciated the unique strengths of my practice.
I was hesitant about selling, but ODs on Finance Brokerage Group walked me through the process with care and integrity. I felt heard, respected, and well taken care of.
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