All roads have led us to where we are today. Our partners have been veterinarians, finance professionals, business and practice owners, technology professionals and entrepreneurs. We each found our way to the veterinary services market through different paths yet we share a common desire to provide high quality, efficient services that independent veterinary practice owners need to navigate a changing market. dvmSuccess was founded in 2019.
Sales to Corporate Buyers
Years in Practice Ownership and Management
Relationships with Corporate Buyers
Lucia Mokres, DVM
Lucia Mokres, DVM is a Biotechnology Entrepreneurial Consultant based in the San Francisco Bay Area. She specializes in enabling early stage companies with novel technology to gain traction and develop an investable technology and business model, and helping later stage companies work through scientific, market, regulatory, and clinical challenges. As a veterinarian, she also takes great interest in best practices for veterinary clinic management and in the evolving landscape of veterinary practice including new models of practice ownership and stakeholder engagement including veterinarians, clients, and corporations.
In her spare time, she instructs a Stanford Medical School elective, which provides training for medical students, nurses, physicians and other healthcare professionals in bedside manner, teamwork, leadership, and nonverbal communication skills using horses as a model for the doctor/patient-family-coworker relationship. Additionally, serves on the Association for Women in Science STEM to Market Advisory Board; is a member of the AWIS Palo Alto Mentoring Committee; and mentors other early stage companies through the Springboard Enterprises and California Life Sciences Institute advisory programs.
Carson Taylor, MBA
Carson believes that veterinarians, dentists and other clinicians who choose to sell their practices have are under-served by business brokers, and other advisors who operate in today’s market. His vision is to build a 21st century practice agency that can provide market leading efficiency while offering unconflicted premium Transaction Advisory services to individuals and small groups who have decided to sell, or merge their practices.
Carson began his career in Transaction Advisory as a member of the Healthcare Services Corporate Finance team at RBC Capital Market’s Investment Bank. In his 8+ years with the group he advised on a variety of merger and financing transactions for independent and private equity owned Retail Healthcare companies, including companies in the dental, veterinary services and physician services industries. Carson applies his significant experience to helping our clients successfully navigate the practice sale process.
When not working to transform the Practice Agency services, Carson enjoys playing bass guitar, skiing, fishing, as well as many other outdoor pursuits and challenges. An over-achiever in school, Carson has B.A. from Amherst College (Magna Cum Laude), and an MBA (with distinction) from the University of Michigan’s Ross School of Business.
Duffy Jones, DVM
Dr. Duffy Jones is a native of the Atlanta area, and he grew up within walking distance of Peachtree Hills Animal Hospital. Dr. Jones is a graduate of Christ the King Elementary School and Marist High School. He attended the University of Notre Dame, and later Tufts University School of Veterinary Medicine (now renamed the Cummings School of Veterinary Medicine at Tufts University), from which he received his Doctorate of Veterinary Medicine in 1999. After that, Dr. Jones completed a one-year rotating internship in emergency medicine, internal medicine, and surgery at Georgia Veterinary Specialists. He then spent five years working at Bells Ferry Veterinary Hospital and South Cherokee Veterinary Hospital. In August of 2005, he opened Peachtree Hills Animal Hospital in Buckhead.
He is currently on the Board of the Georgia Veterinary Medical Association as well as having served as vice president, president, past president, and treasurer. He has recently become a WebMD Pet Health Community guest expert and has contributed to blog posts and podcasts forVictoria Stilwell's Positivelyweb site.
He is also an active member in the veterinary management group (VMG) and has written a book entitled “The Business Side of Veterinary Medicine”
Dr. Jones considers himself lucky to have married the girl next door, Courtney. They have been blessed with two energetic boys and one little girl. In his spare time, Dr. Jones likes to fly fish and play basketball and soccer. He is very involved in his church Our Lady of Assumption Catholic Church and is a varsity soccer coach at Marist School.
Ravi Tolwani, DVM
Ravi is passionate about developing veterinarians and empowering their success. He along with two other veterinarians started Seven Hills Veterinary Hospital next to Twin Peaks in San Francisco. He has been fortunate to be an active member of the Veterinary Management Group (VMG).
In addition to helping facilitate the practice and team's success at Seven Hills he is a faculty member and an associate vice president of The Rockefeller University. Prior to The Rockefeller University he was on faculty at the Stanford University School of Medicine where he maintained a neuroscience laboratory and was involved in innovative programs in the life sciences and medical devices.
Ravi participated in a successful group sale of several veterinary hospitals across the country to corporate buyers. This group sale led to highly successful exit for several independent veterinary practice owners.
He holds a D.V.M. from Auburn University College of Veterinary Medicine, a Ph.D. in molecular pathology from the University of Alabama at Birmingham and a M.Sx. in Management (Sloan Fellow) from the Stanford Graduate School of Business.
Learn exactly what your practice is worth today and how to optimize your cash flow and sales process to maximize your practice's valuation.