How We Serve Clients

Are you thinking of Mount Everest when you think of your financial goals? Watch our video to learn more about…

Read now
  • Buy or Sell a Practice
  • |
  • Financial Planning
20/20 Money Episode #238 – Partnerships and the importance of a good buy/sell agreement with Ali Oromchian

Welcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali joins me back on…

Read now
  • Buy or Sell a Practice
  • |
  • Financial Planning
20/20 Money Episode #237 – Buy vs Build Convo #2: purchasing a low-revenue optometric practice vs cold starting with Nathan Hayes of IDOC

Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with IDOC. Nathan joins me…

Read now
  • Buy or Sell a Practice
20/20 Money Episode #236-Buy vs Build Convo #1: purchasing a low-revenue optometric practice vs cold starting with Erich Mattai

Welcome to another episode of 20/20 Money. My guest on today’s show is Erich Mattai with Akrinos. My conversation with…

Read now
20/20 Money Episode #235 – The 3.5 tools of leadership for optometric practice owners with Dr. Ted McElroy, OD

Welcome to this episode of 20/20 Money. My guest on today’s show is Dr. Ted McElroy, OD. Ted’s become a…

Read now
  • Buy or Sell a Practice
  • |
  • Financial Planning
20/20 Money Episode #234- Nurturing culture in a practice when the seller stays on in the practice they just sold w/ Dr. Mick Kling, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD (Mick’s Practice, info…

Read now
Mastering Your Pretesting Process for Maximum Patient Experience and Profit with Dr. Todd Cohan, OD

The business of optometry offers something unique that no other specialty encounters: a retail component to the patient experience and…

Read now
  • Financial Independence
20/20 Money Episode # 233-How tiny improvements compound your practice’s financial success: a conversation with Dr. Bethany Fishbein from The Power Practice

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, host of the Power…

Read now
  • Financial Independence
20/20 Money Episode #232 – Inside the methods and mindset of a highly efficient, highly profitable private practice with Dr. Todd Cohan, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Todd Cohan, OD (email; website). Todd…

Read now