- Buy or Sell a Practice
20/20 Money Episode #253 – Making the Right Decisions and Avoiding Mistakes With Commercial Real Estate With Mike Jorgenson of Carr Healthcare Realty
Welcome to this episode of 20/20 Money! My guest on today’s show is Mike Jorgenson with Carr Healthcare Realty. Mike joins…
- Buy or Sell a Practice
What is my Optometry Practice Worth? A Financial Planner’s Perspective
During my time as a financial planner for optometric private practice owners, I’ve seen the immense potential and challenges that…
- Buy or Sell a Practice
20/20 Money Episode #251 – Building a “Super-Single” vs a Multi-Location Practice: A Conversation With Dr. Julie Helmus & Mike Kogelis
Welcome to this episode of 20/20 Money! My guests on today’s show are Mike Kogelis & Dr. Julie Helmus, OD.…
- Buy or Sell a Practice
20/20 Money Episode #248 – How Ignoring Interest Rate Arbitrage and Focusing on the Emotion of Paying Off Debt Can Accelerate Savings and Wealth Creation With Dr. Matt Mitchell, OD
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Matt Mitchell, OD. Matt joins me…
- Buy or Sell a Practice
20/20 Money Episode #247 – Why It’s Wrong To Think You Should Get a Discount to Buy Into the Practice You’ve Worked in as an Associate
Welcome to this episode of 20/20 Money! On today’s episode I share some insights and experience as to why there…
- Buy or Sell a Practice
20/20 Money Episode #243 -Think you can sell your practice for a higher value based on potential? Think again.
Welcome to this episode of 20/20 Money! On this episode I talk about the importance of having a multi-year timeline…
- 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…
- 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…
- 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…
