- Buy or Sell a Practice
- Buy or Sell a Practice, Practice Management
- Financial Planning, Practice Management
- Practice Management
- Practice Management
- Practice Management
- Practice Management
- Financial Planning
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…
20/20 Money Episode #356 – How OD practice owners should think about long term care insurance with Bryan Langdon, CLU
Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you’re a…
20/20 Money Episode #355 – Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP®
Welcome to this episode of 20/20 Money! My guest on today’s show is Taylor Schulte, CFP®, host of the Stay…
20/20 Money Episode #354 – A simple strategy to make the pain of quarterly estimates less (emotionally) stressful for optometry practice owners
If you’ve ever wondered how to take some of the emotional sting out of estimated tax payments, this episode is…
20/20 Money Episode #353 – Lessons from the (former) President of TSO: cooperative strategies to counter PE disruption and empower private practice ownership with John Marvin
My guest today is John Marvin, former President of TSO (Texas State Optical). John joins me to talk about two…
20/20 Money Episode #352 – 2024 Books & Benchmarks Report Discussion with Nathan Hayes
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Nathan joins me on the…
20/20 Money Episode #351 – Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®
Welcome to this episode of 20/20 Money! My guest on today’s show is Peter Lazaroff, CFA, CFP®. Peter joins me to…
20/20 Money Episode #350 – Building my ideal “Frankenstein” practice discourse, 3 important practice metric numbers to focus on, and examples of AI use in practice with Dr. Dodge Perry, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Dodge Perry, OD. Dodge joins me…
20/20 Money Episode #349 – What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning
In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in…
