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    • Buy or Sell a Practice, Financial Planning
    20/20 Money Episode #242 – Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 2

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Julie Helmus, OD. This is part…

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    • Buy or Sell a Practice, Financial Planning
    20/20 Money Episode #241 – Buying into the family practice and modernizing it with Dr. Julie Helmus, OD Pt. 1

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Julie Helmus, OD. Julie joins me…

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    • Buy or Sell a Practice, Financial Planning
    20/20 Money Episode #240 – Understanding and setting pricing in your practice that are fair and profitable with Dr. Chris Wolfe, OD

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Wolfe, OD. Chris joins me…

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    • Life Planning
    20/20 Money Episode #239-Establishing, building, and nurturing culture in your practice (and why it’s so important!) with Matt Curts

    Welcome to this episode of 20/20 Money! My guest on today’s show is Matt Curts. Matt has a long and…

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    How We Serve Clients

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

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    • 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…

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    • 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…

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    • 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…

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    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…

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