Lab Advisor Articles

A monthy update for optical laboratory owners and managers

Thomas Puckett and Jason Meyer contribute a monthly column

"Dollars and Sense" to the Lab Advisor.

Title:	Link:
The 'Buffett Rule': What it Means for Your Lab	Lab Advisor - April 2012
Timely Bill Payments: The Best Investment	Lab Advisor - March 2012
The American Jobs Act 2011: What's in it for Small Business?	Lab Advisor - February 2012
Living Within Your Means, Current Account Management	Lab Advisor - January 2012
What do Independent ECP's Want From Their Labs	Lab Advisor - December 2011
E-Commerce, The Race for Market Share (part 3)	Lab Advisor - November 2011
E-Commerce, The Race for Market Share (part 2)	Lab Advisor - October 2011
Important Changes to Estate Gift and Capital Gains Tax Laws	Lab Advisor - September 2011
E-Commerce, The Race for Market Share (part 1)	Lab Advisor - August 2011
Investing in Free-Form: Nexus' Sound Planning Pays Off	Lab Advisor - July 2011
Investing in Free-Form: Nexus' Sound Planning Pays Off	Lab Advisor - June 2011
Investing in Free-Form: Nexus' Sound Planning Pays Off	Lab Advisor - May 2011
Evaluation Tools for Investment in Free-Form Technology	Lab Advisor - April 2011
Investment Considerations in Free-Form Technology	Lab Advisor - March 2011
Transitioning a Family Business	Lab Advisor - February 2011
Cutting Through the Confusion	Lab Advisor - January 2011
Grow Baby Grow	Lab Advisor - December 2010
New Tax Incentives for Laboratories	Lab Advisor - November 2010
Online Opportunities for Your Lab	Lab Advisor - October 2010
Leasing vs. Borrowing (Part 3)	Lab Advisor - September 2010
Leasing vs. Borrowing (Part 2)	Lab Advisor - August 2010
Leasing vs. Borrowing (Part 1)	Lab Advisor - July 2010
Taking Emotion Out of Valuing Your Business	Lab Advisor - June 2010
The Importance of Keeping Good Records	Lab Advisor - May 2010
Information Overhaul	Lab Advisor - April 2010
Employee Heath Matters	Lab Advisor - March 2010
Uncertainty Continues for Taxes in 2011	Lab Advisor - February 2010
Don't Fail to Plan	Lab Advisor - January 2010
Building Customer Loyalty in a Price Loyal Environment	Lab Advisor - December 2009
Maintaining Customer Loyalty	Lab Advisor - November 2009
Beware the Offshore Threat	Lab Advisor - October 2009
The Risks and Awards of Universal Health Care	Lab Advisor - September 2009
Decision Making, How Much Debt is Too Much Debt	Lab Advisor - August 2009
Decision Making, Can Debt Increase Returns	Lab Advisor - July 2009
Decision Making, Maximizing Investment Opportunities	Lab Advisor - June 2009
Decision Making, Analyzing Cash Flow	Lab Advisor - May 2009
Decision Making, Tools of the Trade - Part Two	Lab Advisor - April 2009
Decision Making, Tools of the Trade - Part One	Lab Advisor - January 2009
Maintaining Fiscal Discipline in a Recession	Lab Advisor - December 2008
The Tax Effect of Timed Equipment Purchases	Lab Advisor - November 2008
Adjusting to the New Economic Realities	Lab Advisor - October 2008
Assessing Financial Performance - Part Five	Lab Advisor - September 2008
Assessing Financial Performance - Part Four	Lab Advisor - August 2008
Assessing Financial Performance - Part Three	Lab Advisor - July 2008
Assessing Financial Performance - Part Two	Lab Advisor - June 2008
Assessing Financial Performance - Part One	Lab Advisor - May 2008
Considering the Cost of In-House AR - Part Three	Lab Advisor - April 2008
Considering the Cost of In-House AR - Part Two	Lab Advisor - March 2008
Considering the Cost of In-House AR - Part One	Lab Advisor - February 2008
Who Can You Trust?	Lab Advisor - January 2008
To Sell or Not to Sell?	Lab Advisor - December 2007
The Tax Effect of Timed Equipment Purchases	Lab Advisor - November 2007
Financial Management Means Sound Decision Making	Lab Advisor - October 2007
How Independents Can Avoid Being Trampled by 'Elephants'	Lab Advisor - September 2007
Estate Tax Laws - The Time to Act is Now	Lab Advisor - August 2007
Accounting for Discounts and Warranty/Redo's	Lab Advisor - July 2007
Who Really Controls Your Lab?	Lab Advisor - June 2007
The Future of the Independent Lab?	Lab Advisor - May 2007
Taxes, the Hidden Time Bomb - Part Two	Lab Advisor - April 2007
Taxes, the Hidden Time Bomb - Part One	Lab Advisor - March 2007
How Much Debt is Too Much	Lab Advisor - February 2007
Calculating Your EBITDA	Lab Advisor - January 2007

2012

SOLD

MAJORITY INTEREST

with a wholesale optical laboratory
in Lubbock, TX

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

MINORITY INTEREST

with a wholesale optical laboratory
in Whittier, CA

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

MERGED

a top 5 soft contact lens distribution company

AND

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

Ophthonics, Inc.
thorugh its Assignee

the optical laboratory and custom coating assets
located in Vista, CA to Vision Service Plan, Inc.

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

with a wholesale optical laboratory
in Richmond, MN

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

with a wholesale optical laboratory
in Omaha, NE

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

MINORITY INTEREST

with wholesale optical laboratories in
Kansas City and Joplin, MO

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

MINORITY INTEREST
barnett

which operates a wholesale optical
laboratory in Omaha, Nebraska

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

one of the largest US lens manufacturers
located in Sauk Rapids, MN

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

Great Lakes Data Systems, Inc.

has acquired its
TWENTY FIVE PERCENT MINORITY
SHAREHOLDER INTEREST

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

A MAJORITY INTEREST IN SHANGHAI BASED

one of the largest international prescription eyewear providers

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

cable television systems serving over 16,000 homes in Central Alabama to

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

MAJORITY INTEREST

which operates a wholesale optical
laboratory in Greenwood, Indiana

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

POL

PROFESSIONAL OPHTHALMIC
LABORATORIES

with wholesale optical laboratories in
Roanoke, VA and Arden, NC

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

MINORITY INTEREST

with a wholesale optical laboratory
in Walled Lake, MI

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

2012

SOLD

Encore Optics, LLC

with a wholesale optical laboratory located
in South Windsor, CT

The Undersigned acted as financial
advisor in this sale

HPC Puckett & Company
This notice is a matter of record only

CALIFORNIA OFFICE:
PO Box 9063
Rancho Santa Fe, CA 92067
(P) 858.756.4915
(F) 858.756.4534

Thomas F. Puckett
tfp@hpcpuckett.com

Hunter T. Puckett
hpuckett@hpcpuckett.com

MIDWEST OFFICE:
5835 SW 29th St., Ste. 203
Topeka, KS 66614
(P) 785.273.0017
(F) 785.273.5512

Jason A. Meyer
jam@hpcpuckett.com

Melissa L. Kramer
mlk@hpcpuckett.com