Keys to creating an effective practice budget.
By Adam Cmejla, CFP® Jan. 23, 2019 The beginning of the year offers a fresh slate to do better. One area many...
Using your P&L to guide cost-cutting.
By Adam Cmejla, CFP® Dec. 19, 2018 It’s the time of year when businesses often give to charity. Charitable giving is a...
The most important questions to ask of PE buyers.
What challenges to ownership mean to optometry.
Mapping out a business approach for your new practice.
Sponsored Content By Bob Schultz, President & CEO, and Ken Ferreira, EVP & Chief Credit Officer, Vision One Credit Union August 22,...
A new opportunity for tax savings.
Help deciding if PE is the right buyer for you.
Why you might want to pause before saying yes to private equity.
Financing scenarios & options for practice owners.
Top things to remember when budgeting for your optical.
The top things you always wanted to know about opening cold.
How to decide if selling to private equity is the right move.
By Adam Cmejla, CFP® August 8, 2018 Whether you are looking to finance a start-up, or purchase a practice, there are important...
Keep on top of important tax deadlines to safeguard your finances.
The turnaround of a century-old practice.
How to track two important practice metrics.
A surprising reward to giving your children jobs in your practice.
Know how to spot a raw deal.
Here's how to get more money for your practice.
Places to save money you might have overlooked.
How to avoid "lifestyle creep" for a better retirement.
By Scott Colonna, OD, and Rachel Siegel, CPA Feb. 28, 2018 The changes to federal tax law this year present both opportunities...
What you need to focus on to create a profitable practice.
By Adam Cmejla, CFP®, CMFC® Jan. 17, 2018 The question of whether or not to compensate an OD in a practice as...