fbpx

The Optometry Money Podcast Ep 41: Navigating Internal Practice Transitions with Dr. Mick Kling and Craig Moritz

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:

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.

Subscribe to our podcast below!

Recent Articles

Optometry Wealth Advisors LLC
Episode 42 of the Optometry Money Podcast with Dr. Aaron Neufeld CoverOptometry Wealth Advisors LLC
Optometry Wealth Advisors LLC

Weekly Eyes on the Money Newsletter straight to your inbox!

Student loans, taxes, cold-starts and more!

Sign up to get weekly financial education tailored for optometrists.

© Copyright - Optometry Wealth Advisors LLC | Website Designed by Cobalt & Sapphire