How do you create freedom from the day-to-day operations of your optometry practice? How do you build a sale-ready practice?

Josh Patrick, owner of Stage 2 Planning joins Evon to talk all about the importance of knowing the type of practice you want to build, how to create “operational freedom” for yourself in the practice, the importance of pre-funding your future practice buyout, the power of a customer advisory board, and so much more.

He brings a wealth of knowledge, wisdom, and experience around small businesses to the conversation. Whether you’re just launching your cold-start or well established, this conversation should help as you shape your business into the future.

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps ODs nationwide. From there, you can schedule a short Intro call to share what’s on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices.

Resources mentioned in the show:

• • Profit First by Mike Michalowicz
  • The Optometry Money Podcast Ep. 17: Assessing the Health of Your Optometry Practice with Dr. Chad Fleming
  • The Sustainable Business
  • Email: jpatrick@stage2solution.com