As one of the main appraisers in the firm, Jackie has personally been involved in approximately 1000 appraisals since joining ROI Corporation. She has had the privilege of appraising chiropractic, dental, optometry, and veterinary practices throughout Canada. Jackie has been called as an Expert Witness in court to deliver the facts without bias specific to appraisal methodology pertaining to healthcare practices.
Jackie Joachim graduated from the University of Toronto with a Bachelor of Arts degree in Economics and Political Science and has 25 years of experience in the health care sector. She began her career in banking where she learned how to finance health care practices. With 10 years of experience in practice management, she developed and delivered seminars to healthcare professionals across the country, coached hundreds of practitioners for planning, marketing, patient education, human resources and financial management. She has been a key note speaker at both national and provincial association conventions where she has had the privilege of speaking with thousands of practitioners across Canada. Instrumental in helping build the BMO brand in the healthcare sector, Jackie led her own sales team, worked with account managers across the country and strategized with the national head office.
Jackie understands how a practice works and the unique needs of healthcare professionals. Her personal goal for practitioners is to see them be strong business people who are able to take pride in their profession and reap the benefits of their hard work.
"I have worked with Jackie and her team on the evaluation of several Veterinary practices over the years. Her work has always been professional, thorough and precise, giving me great confidence that the appraised values were accurate. Beyond the appraisals Jackie has a thorough understanding of the veterinary business and is well connected within the financing world. She has given me very important advice on these topics which has saved me a lot of money. If you are thinking of buying, selling, or appraising a practice, I would highly recommend you talk to Jackie Joachim." - E.B. D.V.M., M.B.A.
"Today we closed all of the paperwork related to the sale of my father's practice. It has been a very emotional experience and I am so thankful my family has now made it to the end. I cannot thank you enough for all of your support, advice and professionalism during this process. My family will be forever grateful to you for getting us through. Please let me know if ever you come back to Italy, it would be nice to meet you in happier circumstances. Many thanks." - B. & Family
"ROI Corporation helped get us through a complicated process; their in-depth valuation not only fully supported a strong asking price for our veterinary practice, it also enabled the purchasers to obtain bank financing which greatly facilitated the sale/purchase process. I have every confidence in ROI Corporation's valuation methods and am impressed with the role that ROI was able to play in our veterinary practice sale." M.M., DVM
"Forty years of practice goes by surprisingly quickly. But the time comes to consider preparing for the next phase of life, and the sale of a practice can be a significant part of financing whatever that next phase might bring. No matter what a practitioner knows or feels about their practice there needs to be a basis for an asking price and this means a professional valuation. Not knowing where to turn, I was made aware of ROI Corporation through my affiliation with Eye Recommend, a nation wide co-op of Optometrists. I sent in a contact request and was contacted immediately by Jackie Joachim, ROI Corporation's Chief Operating Officer and Sales Representative, to discuss their services. We decided to have ROI Corporation evaluate our practice and are so happy we did. An extensive list of financial information was requested and submitted, and a draft evaluation was provided for review. I must say we we're extremely pleased by the thoroughness of this document. Each component that went into their evaluation was described and explained for the benefit of the seller and any potential buyer. They did extensive demographic studies and considered all aspects of the practice, giving a high level of confidence in their conclusions. With this finalized document, we have confidence in presenting it to any potential buyer. Ms. Joachim and her team were a pleasure to work with and every interaction confirmed how great a choice we made in choosing ROI Corporation to evaluate our practice. I highly recommend any practitioner in any profession looking for a professional valuation of their practice to contact ROI Corporation. You will be very pleased that you did..." Dr. A. B.
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