Tips for conducting a mid-year financial review.
By Steve Sunder July 17, 2019 The number of patients you see is a key factor in determining how profitable you are....
Key investments for new practices.
Help getting started on your growth plan.
Guidance for creating an essential financial plan.
A way to give back to staff & improve your own finances.
There's still time to reduce your 2018 tax bill.
Keys to creating an effective practice budget.
The most important questions to ask of PE buyers.
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...
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.