Dr. Mick Kling and Craig Moritz join Evon to talk all about navigating internal optometry practice transitions. They talk about when it makes sense to transition ownership, the steps of the process, due diligence, when lending comes into play, and more.

Dr. Kling is the owner of a 2 location practice and is a Practice Management and Transition Advisor for Vision Source. Craig is with Vision Source as well, as the Director of Strategic Partnerships. Both bring a wealth of knowledge and experience in optometry practice transitions working with both buyers and sellers.

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 optometrists 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 on this episode:

• Vision Source Transitions Program
• Vision Source Next
• Craig Moritz LinkedIn
• Email: mkling@visionsource.com
• Email: cmoritz@visionsource.com
• The Optometry Money Podcast Ep 14: Navigating Financing for Optometry Cold Starts and Practice Acquisitions with David Tessier

The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.