Travis York

• Utilized my certification as a Certified Exit Planning Advisor to create and execute on exit strategies aligned with the hospital owners personal, economic and legacy goals.
• Supported new hospital owners in understanding the steps in the ownership process and building a framework to operate their veterinary hospital.
• Worked hand in hand with entrepreneurial veterinary hospital owners to develop a capital plan to support the growth of their multi-location hospital network.
• Served as an industry expert to businesses seeking growth and expansion into the veterinary space including wealth advisory firms and staff recruiting and placement.

• Serve as an advisor to an independent wealth advisory firm with a niche focus on serving veterinary clients.

• Invested and partnered with a veterinarian in launching a revolutionary concierge style veterinary hospital.
• Provide advisory services, support on-going marketing efforts and manage outsourced financial reporting.
• Managed high-stakes litigation matters from inception through trial preparation and resolution.

• Sourced target acquisition hospitals in a business development role for a start-up veterinary consolidator.
• Completed financial analysis and review to develop deal structures including holding company equity, entity level joint venture ownership and cash.
• Presented and attained approval for the proposed deal structure from investment committee.

· Launched a new veterinary lending platform that offered conventional lending solutions, SBA loan solutions and subordinate capital through one source.

· Developed and led the lending efforts which resulted in consistent annual loan generations of $100mm from 2016 to 2019.

· Developed, executed and implemented complex transition plans for veterinary hospital owners seeking to create a sale to their associate veterinarian.

· Worked closely with our operations team to develop workflows inside of Salesforce to manage the growing set of borrowers.

· Regularly supported borrowers through our advisory services including on-site continuing business education meetings.

• Consistently originated over $60mm per year in veterinary loans.
• Developed and executed strategic plans for business growth and expansion, resulting in increased market share.
• Maintained annual originations in light of a change in SBA product that reduced market opportunity by 50%.
• Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
• Trained and guided team members to maintain high productivity and performance metrics.
• Implemented operational strategies and effectively built customer and employee loyalty.