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Veterinary SBA Guide

Veterinary Practice Valuation for SBA Loans

Understanding DANI, goodwill-heavy valuations, and what lenders actually care about.

By Thomas Hartwell | April 2026

Veterinary practices are 60-80% goodwill, creating a collateral gap for SBA lenders. Practices typically sell for 60-85% of annual revenue or 5-8x EBITDA. DANI (Doctor's Adjusted Net Income) is the key metric: it shows the true economic benefit to the owner after adjustments. Lenders weight the income approach most heavily because it demonstrates debt service ability. For step-by-step guidance with real numbers, see FUNDED: Veterinary Practice Guide.

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Written by Thomas Hartwell, SBA lending specialist and author of the FUNDED series.

How to Value a Veterinary Practice for SBA Financing

  1. 1

    Calculate DANI (Doctor's Adjusted Net Income)

    Start with net income. Add back owner compensation, personal expenses run through the practice (vehicle, phone, CE travel), non-recurring costs (legal disputes, one-time equipment repairs), and discretionary spending. DANI is the foundation for income-based valuations.

  2. 2

    Analyze revenue trends and species mix

    Review 3 years of revenue data for growth or decline. Break down revenue by species (companion, equine, exotic, large animal) and by service type (wellness, surgery, emergency, boarding). Companion animal revenue is valued highest for its predictability.

  3. 3

    Assess wellness plan penetration

    Calculate the percentage of active client households enrolled in wellness or preventive care plans. Penetration above 20% signals strong recurring revenue. Lenders view high wellness plan adoption as a retention and cash flow stability indicator.

  4. 4

    Understand the three valuation approaches

    Income approach (capitalized DANI or EBITDA) is weighted most heavily by lenders. Market approach uses comparable sales at 60-85% of revenue. Asset approach values tangible assets plus goodwill separately. A qualified appraiser reconciles all three.

  5. 5

    Hire a veterinary-specific appraiser

    SBA lenders require an independent business valuation. Use an appraiser experienced in veterinary practice valuations who understands DANI, species mix impacts, and goodwill allocation. Budget $3,000-$8,000 for the appraisal.

Need the full walkthrough with real deal numbers and lender insider tips?

Get FUNDED: The Complete SBA Loan Guide for Veterinary Practice Owners

Why Veterinary Practice Valuation Is Different

Unlike hotels (where real estate is the primary asset) or restaurants (where equipment and buildout carry significant value), veterinary practices derive most of their value from intangible assets: client relationships, the veterinarian's reputation, practice systems, location, and staff continuity.

This means 60-80% of a veterinary practice's purchase price is goodwill, an asset with limited liquidation value. This creates a collateral gap that SBA lenders must accept. Experienced veterinary lenders understand this dynamic, but you need to present your deal correctly.

DANI: The Key Valuation Metric

Doctor's Adjusted Net Income (DANI) is the most important number in veterinary practice valuation. It represents the true economic return to the owner-veterinarian after normalizing the financial statements.

How to Calculate DANI

Net Income (from tax returns)
+ Owner compensation (salary + benefits + retirement)
+ Personal expenses through the practice (vehicle, phone, CE travel)
+ Non-recurring expenses (legal fees, one-time repairs)
+ Discretionary spending (above-market rent to self, excess staff)
- Fair market replacement veterinarian salary
= DANI (Doctor's Adjusted Net Income)

DANI shows what the practice truly earns for its owner, independent of how the current owner structures compensation.

Lenders use DANI to calculate DSCR. If your DANI does not cover the proposed SBA payment plus student debt plus other obligations at 1.25x, the deal needs restructuring.

The Three Valuation Approaches

Income Approach

The income approach values a practice based on its earning power. Lenders weight this approach most heavily because it directly demonstrates debt service ability.[1]

  • Capitalized DANI: DANI divided by a capitalization rate (typically 20-30% for vet practices)
  • EBITDA multiple: EBITDA times a market-derived multiple (5-8x for companion animal practices)
  • Discounted cash flow: Projected future cash flows discounted to present value

Market Approach

The market approach compares the practice to recent comparable sales. Veterinary practices typically sell for:

  • 60-85% of annual revenue (companion animal practices toward the higher end)
  • 5-8x EBITDA (specialty and emergency practices can exceed this range)
  • Corporate consolidation has pushed multiples upward in competitive markets

Asset Approach

The asset approach values tangible assets (equipment, supplies, leasehold improvements) plus goodwill. For veterinary practices, tangible assets typically represent only 20-40% of total value. Key tangible assets include:

  • Digital radiography and ultrasound equipment
  • Anesthesia machines and monitoring equipment
  • Surgical instruments and tables
  • In-house laboratory analyzers
  • Dental equipment (veterinary dental is a growing revenue center)
  • Leasehold improvements and buildout

What Drives Goodwill Value in Veterinary?

Goodwill in veterinary practices comes from several sources:

  • Active client households: Number of unique client households seen in the last 18 months
  • Client retention rate: What percentage of clients return annually for wellness visits
  • Wellness plan penetration: Percentage of active clients on subscription preventive care plans (20%+ is strong)
  • Species mix: Companion animal revenue is valued higher than large animal or exotic
  • Staff continuity: Long-tenured associate veterinarians, veterinary technicians, and client service representatives retain clients
  • Referral patterns: Organic new client flow from reputation, location, and online presence
  • Systems and processes: Documented SOPs, recall systems, treatment protocols
  • Location: Visibility, accessibility, parking, and area demographics

Species Mix Impact on Valuation

Practice Type Typical Multiple (Revenue) Lender Risk View
Companion Animal (dogs/cats) 70-85% of revenue Lowest risk: predictable, recurring
Mixed (companion + equine/large animal) 60-75% of revenue Moderate: seasonal large animal variability
Exotic/Avian 65-80% of revenue Higher per-visit but smaller client base
Emergency/Specialty 6-10x EBITDA Premium multiples, higher staffing costs
Equine-Only 50-65% of revenue Highest risk: seasonal, economic sensitivity

Overhead Ratios: What Lenders Benchmark

Veterinary practice overhead typically runs 60-65% of revenue. Lenders compare your practice's overhead to industry benchmarks:

  • Staff costs: 40-45% of revenue (largest expense category)
  • Cost of goods (drugs, supplies): 18-22% of revenue
  • Facility costs: 5-9% of revenue (rent, utilities, maintenance)
  • Total overhead: 60-65% is healthy; above 70% is a red flag

Overhead above industry benchmarks may signal inefficiency or could indicate the current owner is investing in growth (new equipment, additional staff). Your appraiser should normalize for both scenarios.

Specialty Practice Premiums

Specialty veterinary practices (surgery, internal medicine, oncology, dermatology, emergency) can command premium valuations because of:

  • Higher average transaction values
  • Referral-based client acquisition (lower marketing costs)
  • Board-certified specialists create defensible competitive moats
  • Equipment and facility investments create higher barriers to entry

However, specialty practices also carry risks: higher staff costs (specialist salaries), equipment intensity, and dependence on referral relationships with general practitioners.

How Do Lenders Handle the Collateral Gap?

SBA lenders must take available collateral but cannot decline a loan solely because collateral is insufficient.[2] For veterinary practices, this means:

  • Practice equipment and fixtures serve as primary collateral
  • Personal guarantees from 20%+ owners are always required
  • Lenders may take liens on personal assets (home equity) if available
  • The collateral shortfall is accepted because veterinary practices have strong repayment history

Valuation Red Flags for Lenders

Watch For These Issues

  • Declining revenue: 2+ years of downward trend
  • Shrinking active client households: Fewer unique clients each year
  • Single-veterinarian dependency: All revenue tied to the selling DVM
  • High overhead: Above 70% of revenue consistently
  • Short lease: Less than 5 years remaining with no renewal options
  • Aging equipment: Major capex needed within 2-3 years of purchase
  • Price above comparables: Paying more than market multiples suggest
  • Low wellness plan penetration: Signals weak client retention systems
  • Heavy dependence on single species or service: Concentration risk

Get Detailed Valuation Case Studies

FUNDED: The Veterinary Practice Guide includes complete DANI worksheets and real valuation examples.

Learn More

Veterinary Valuation FAQ

How are veterinary practices valued for SBA loans?

Veterinary practices are valued using three approaches: income (capitalized earnings using DANI or EBITDA), market (comparable sales at 60-85% of annual revenue or 5-8x EBITDA), and asset (tangible assets plus goodwill). Lenders weight the income approach most heavily because it demonstrates the practice's ability to service debt.

What percentage of a veterinary practice value is goodwill?

Typically 60-80% of a veterinary practice's value is goodwill (client relationships, reputation, location, staff continuity, and operational systems). This creates a collateral challenge for SBA lenders since goodwill has limited liquidation value, but experienced veterinary lenders accept this because of the industry's strong repayment history.

What is DANI and how is it calculated?

DANI stands for Doctor's Adjusted Net Income. Start with net income, then add back owner compensation, personal expenses run through the practice, non-recurring costs, and discretionary spending. DANI represents the true economic benefit to the owner-veterinarian and is the foundation for income-based valuations.

How does species mix affect veterinary practice valuation?

Companion animal practices (dogs, cats) are valued highest because of predictable, recurring revenue. Mixed practices with equine or large animal services may face seasonal fluctuations that lower multiples. Exotic and specialty practices can command premium per-visit revenue but carry concentration risk. Lenders prefer diversified companion animal revenue.

Do I need a professional valuation for an SBA veterinary practice loan?

Yes. SBA lenders require an independent business valuation for practice acquisitions. Use an appraiser experienced in veterinary practice valuations who understands DANI calculations, species mix impacts, and goodwill allocation. The cost is typically $3,000-$8,000 depending on practice complexity.

What This Guide Doesn't Cover

This free guide covers the basics. The FUNDED book includes:

  • Complete DANI worksheets for veterinary practice acquisitions
  • How to present goodwill-heavy deals to skeptical lenders
  • Species mix analysis frameworks with real valuation examples
  • Wellness plan penetration benchmarks and their impact on multiples
  • When a high purchase price is justified and when to walk away
Get FUNDED: The Complete SBA Loan Guide for Veterinary Practice Owners

Get the Complete Veterinary Guide

FUNDED: The Veterinary Practice Guide includes detailed valuation strategies and real deal structures.

Learn More