Erich Mattei of Akrinos rejoins the podcast to talk all about performing due diligence when purchasing an optometry practice.

He dives into financial, legal, and operational due diligence you need to perform during the purchase  process. Ultimately, is this the appropriate practice for you, and can it support the valuation?

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 and debt, build their net worth, and plan purposefully around their money and their practices.

Resources mentioned on this episode:

• Akrinos Website
• Erich Mattei LinkedIn
• The Optometry Money Podcast Ep. 4: Steps to Launch a Successful Cold Start
• The Optometry Money Podcast Ep. 41: Navigating Internal Practice Transitions with Dr. Mick Kling and Craig Moritz

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.