How to make the most of a new tax deduction.
Using your P&L to guide cost-cutting.
By Adam Cmejla, CFP® Sept. 18, 2019 Life is unpredictable–for the better and the worse. Just as life presents unexpected opportunities, it...
The question of whether to invest in practice real estate.
An important financial comparison analysis.
Help getting started on your growth plan.
Tips for conducting a mid-year financial review.
Guidance for creating an essential financial plan.
A way to give back to staff & improve your own finances.
Key investments for new practices.
There's still time to reduce your 2018 tax bill.
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...
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.