Finances
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598How to Make a PE Deal that Includes a “Second Bite” of Profitability
By Steve Sunder Jan. 22, 2020 There is a great opportunity for profitability when you sell your practice. If your buyer is...
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5.7KKeys to Creating a Budget & Patient Scheduling Matrix
An important financial comparison analysis.
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5.7KHow to Analyze Your P&L and Save Over $98,000 Annually
Using your P&L to guide cost-cutting.
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2.2KWhy (and When) It’s OK to Stop Focusing on Practice Growth
A new perspective on practice growth.
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1.8KVariance Report: What It Is & How It Can Aid Profitability
An essential analysis to help your practice stay on top.
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840New Tax Deduction: What to Do Differently Next Year
How to make the most of a new tax deduction.
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6764 Actions to Create a Continuity Plan for Your Practice
Backing you and your family up in case of the unexpected.
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2.0KThe Real Estate Business of Eyecare
The question of whether to invest in practice real estate.
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2.9KHow We Deliver On Double-Digit Annual Practice Growth
Help getting started on your growth plan.
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3.0K5 Key Numbers to Review this Summer to Ensure Year-End Profitability
Tips for conducting a mid-year financial review.
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4.7KHow to Create & Use a Capacity Plan
Guidance for creating an essential financial plan.
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2.7KThe Financial Advantages of Practice Owners Who Make Profit-Sharing Contributions
A way to give back to staff & improve your own finances.
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3.5KTop Budget Priorities When Opening a New Practice
Key investments for new practices.
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3.2KLast Minute Tax Reduction Strategies
There's still time to reduce your 2018 tax bill.
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4.0KBudgeting: Key Steps to Take to Be More Profitable This Year
Keys to creating an effective practice budget.
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2.9KGuide 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...
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4.2KCharitable 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...
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4.1K13 Key Questions to Ask When Meeting with a PE-Backed Network
The most important questions to ask of PE buyers.
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3.5KThe End of Ownership
What challenges to ownership mean to optometry.
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6.0KHow to Create a Business Plan for a New Practice
Mapping out a business approach for your new practice.
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3.9KWealth 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,...
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10.9KA New Tax Deduction & What It Means to Practice Owners
A new opportunity for tax savings.
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4.0KIs Private Equity for Me? A Quiz to Take to Find Out.
Help deciding if PE is the right buyer for you.
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7.1KWhy (So Far) I’ve Said NO to Private Equity
Why you might want to pause before saying yes to private equity.
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5.3KFinancing a Practice: 3 Examples of How to Do It
Financing scenarios & options for practice owners.
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5.6KKeys to Creating & Implementing a Budget for Your Optical
Top things to remember when budgeting for your optical.
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8.3KStarting a Practice Cold: The Big Questions Answered
The top things you always wanted to know about opening cold.
