Finances
Financial Intelligence Insights
Tips on all aspects of financial management to improve your profitability.
-
3.4KCOVID-19: A Helpful Tool To Use In The Pandemic & Beyond
Help surviving COVID-19 financially as an independent OD practice.
-
6.2KThe Budgeting Change Enabling 10% Higher Practice Owner Compensation
Changing how you do budgeting to increase your compensation.
-
7.5KPrivate Practice Financial Tips for COVID-19 Pandemic Survival
The pandemic is here. These are the steps that you need to take today.
-
7.2K5 Tips to Make Pretesting an Eye Health AND Practice Profitability Winner
Making pre-testing better for patients and practice.
-
3.9KHow to Make a PE Deal that Includes a “Second Bite” of Profitability
A second opportunity to profit from a sale to PE.
-
7.3KKeys to Creating a Budget & Patient Scheduling Matrix
An important financial comparison analysis.
-
2.9KWhy (and When) It’s OK to Stop Focusing on Practice Growth
A new perspective on practice growth.
-
2.3KVariance Report: What It Is & How It Can Aid Profitability
An essential analysis to help your practice stay on top.
-
1.4KNew Tax Deduction: What to Do Differently Next Year
How to make the most of a new tax deduction.
-
1.2K4 Actions to Create a Continuity Plan for Your Practice
Backing you and your family up in case of the unexpected.
-
2.3KThe Real Estate Business of Eyecare
The question of whether to invest in practice real estate.
-
3.1KHow We Deliver On Double-Digit Annual Practice Growth
Help getting started on your growth plan.
-
3.2K5 Key Numbers to Review this Summer to Ensure Year-End Profitability
Tips for conducting a mid-year financial review.
-
4.9KHow to Create & Use a Capacity Plan
Guidance for creating an essential financial plan.
-
2.9KThe Financial Advantages of Practice Owners Who Make Profit-Sharing Contributions
A way to give back to staff & improve your own finances.
-
3.7KTop Budget Priorities When Opening a New Practice
Key investments for new practices.
-
3.4KLast Minute Tax Reduction Strategies
There's still time to reduce your 2018 tax bill.
-
4.2KBudgeting: Key Steps to Take to Be More Profitable This Year
Keys to creating an effective practice budget.
-
3.1KGuide to Setting Practice Financial Goals for 2019
By Adam Cmejla, CFP® Jan. 23, 2019 The beginning of the year offers a fresh slate to do better. One area many...
-
7.4KHow to Analyze Your P&L and Save Over $98,000 Annually
Using your P&L to guide cost-cutting.
-
4.4KCharitable Tax Deductions: How to Optimize the Benefit to Your Practice
By Adam Cmejla, CFP® Dec. 19, 2018 It’s the time of year when businesses often give to charity. Charitable giving is a...
-
4.3K13 Key Questions to Ask When Meeting with a PE-Backed Network
The most important questions to ask of PE buyers.
-
3.7KThe End of Ownership
What challenges to ownership mean to optometry.
-
6.4KHow to Create a Business Plan for a New Practice
Mapping out a business approach for your new practice.
-
4.1KWealth Building: Make Strategic Investments in Your Practice
Sponsored Content By Bob Schultz, President & CEO, and Ken Ferreira, EVP & Chief Credit Officer, Vision One Credit Union August 22,...
-
11.2KA New Tax Deduction & What It Means to Practice Owners
A new opportunity for tax savings.
-
4.3KIs Private Equity for Me? A Quiz to Take to Find Out.
Help deciding if PE is the right buyer for you.
