All financial planning Articles
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1.5KGeneral ManagementBreaking Through the Ceiling: Going from $1.5M to $2-$5M Practice
The tipping point for achieving your target practice growth.
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782FinancesHow to Reverse Engineer Profitability in a Multi-Doctor Practice
A practical guide for aligning your business structure with the income you want to earn By Adam Cmejla, CFP® Oct. 15, 2025...
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764From Our EditorsA Key Financial Defense Strategy Many ODs Overlook
Creating a plan for long-term financial protection.
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1.0KFinancesHow I Cut Operating Expenses 3-4% in Four Months
A different way to approach practice financial management.
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2.4KFrom Our EditorsThe Pot Odds of Optometric Risk: When Playing It Safe Is Riskier Than You Think
Optometry risk management By Thanh Mai, OD July 23, 2025 In optometry, applying pot odds means shedding habits that seem “safe” but...
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1.7KFinancesThe 10x ROI of Investing in Yourself—and the Advisors Who Understand Optometry Best
How to choose and manage a financial advisor By Vittorio Mena, OD, MS June 25, 2025 In my last column, I stressed...
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2.3KCold StartCold-Start Vs. Purchase: Final Steps of Financial Forecast and Feasibility Analysis
Final stages of analysis of cold start vs. purchased practice.
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991General ManagementOur Solutions to 3 Major Independent Practice Challenges
Surpassing big independent optometry challenges.
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1.7KBuying a PracticePractice Partnership: What you NEED to Know About Buying Into a Practice
Successfully buying into a practice partnership.
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1.5KCold StartFrom Vision to Reality: The Consultancy Helping Me Build the Practice of My Dreams
What you need to launch a cold-start.
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1.1KFinancesBuilding Your Practice Backward with Help From the Most Important Number in Your Business
Growing revenue by analyzing a key business number.
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1.2KDry Eye And AestheticsThe Strategy and Investments Helping Me Launch My Specialty Practice
What a specialty practice requires to successfully take off.
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1.3KCold Start
Designing Revenue & Expense Models for Your Cold-Start or Purchased Practice
Analyzing what it takes to build a profitable new practice.
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1.2KFrom Our EditorsWhen the Numbers Tell a Different Story
Why data, not drama, should guide your leadership decisions By Bethany Fishbein, OD May 14, 2025 It happens every year: the dreaded...
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1.1KOffice DesignChoosing an Office Space that Delivers ROI
Crunching the numbers on lease or buy.
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1.3KFrom Our EditorsShould You Sell Your Optometry Practice to Private Equity?
Private equity By Vittorio Mena, OD, MS April 23, 2025 Like nearly every life decision, the answer to whether you should sell...
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3.4KGeneral ManagementAdding Thousands to Net Profit with 1-2% Cost Cuts
Cost cuts that transform profitability.
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1.7KGeneral ManagementHow to Renegotiate Contracts with Vendors Amid Tariff Increases
Offsetting potential negative impact from tariffs.
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1.6KBuying a PracticeFinancial Comparison: Cold-Starting vs. Buying an Optometry Practice
A quantitative approach to making a huge decision.
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1.6KFinancesBig Retirement Savings Opportunity: Deep Dive Into SECURE 2.0
Maximizing your retirement savings.
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1.3KFrom Our EditorsHow to Transform Your Practice’s Profitability
Optometry practice profitability By ROB Editors Jan. 29, 2025 Providing a high level of patient care is the top priority, but sustaining...
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1.3KFrom Our EditorsThe Year-End Checkup – Optometry Practice Debt
Optometry practice debt management strategies Part two of three-part series on conducting a year-end evaluation of your practice. Click HERE to read...
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3.8KFinancesYear-End Practice Checkup: How to Conduct Comprehensive Review of P&L Statement
Optometry financial review: Strategies for revenue and expense evaluation By Mick Kling, OD Oct. 16, 2024 As we enter the last quarter...
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922Exit StrategyWhen Do I Retire? Sometimes Becoming Part of a Larger Organization Can Help Answer that Question.
Retirement planning tips for optometrists
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1.5KFinancesHow Marital Status & Home State Affect How You Should File Taxes to Best Manage Student Debt
Tax filing and student loan repayment strategies for optometrists
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2.0KFrom Our EditorsODs Saving for Children’s College: What’s Working For & Against You
Student loans and higher education costs By Vittorio Mena, OD, MS Sept. 25, 2024 Colleges throughout the U.S. start the fall semester...
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2.0KFrom Our EditorsWhen Is It Time to Retire as an Optometrist? Perspectives from the Field.
Transitioning to a rewarding retirement: Insights and perspectives By Laurie Sorrenson, OD, FAAO August 7, 2024 Given recent developments in the U.S....
