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Author: IPWM

    • Financial Independence, Financial Planning
    Solving for optionality and the importance of community up to and through retirement with Roger Whitney

    On this episode, we explore the unique intersection of financial planning and personal growth, discussing the importance of thinking on…

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    • Practice Management
    20/20 Money Episode #364: Educate & inform, don’t sell: a patient experience conversation with Tim Merrigan from Acquios Advisors

    There are few episodes where I tell you to rewind and listen again to something that a guest has says.…

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    • Practice Management
    20/20 Money Episode #363: Where’s my money?! with Sharon Carter

    Ever wonder where all your money’s going in your practice? Sharon’s here to share the “usual suspects” of practice (mis)management…

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    • Buy or Sell a Practice
    20/20 Money Episode #362: Finding the right buyer: a PE sale built on trust, not just numbers, with Dr. Adam Bryan

    Dr. Adam Bryan shares his journey of transitioning his optometry practice through a private equity sale. He discusses the evolving…

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    • Practice Management
    20/20 Money Episode #361: Embracing vision plans to profitably grow your practice w/ Dr. Chris Smiley

    Dr. Chris Smiley offers a contrarian—but experience-backed—perspective on one of the most divisive topics in optometry today: vision plans. While…

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    • Buy or Sell a Practice
    20/20 Money Episode #360: The legal side of selling to PE: setting expectations the right way with Dr. David Cohen

    Let’s discuss the legal intricacies of exiting a practice, particularly in the context of private equity transactions. On this episode,…

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    • Buy or Sell a Practice
    20/20 Money Episode #359: Selling with integrity: Dr. John Abbondanza’s journey of ownership up to and through a sale to private equity

    Selling to PE can be conflicting for some owners. On this episode, Dr. John Abbondanza discusses the decision-making process, the…

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    • Practice Management
    20/20 Money Episode #358: Hidden financial compression squeezing optometry practices in 2025 (guest appearance on Power Hour)

    In this eye-opening episode of The Power Hour, host Eugene Shatsman welcomes back Adam Cmejla, Certified Financial Planner, Founder and…

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    • Buy or Sell a Practice
    20/20 Money Episode #357 – Is an 8x multiple on a $1M EBIDTA a good deal? A transition convo with Nathan Hayes

    Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. In this episode, we discuss…

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