Creating a Clear Pathway from Associate Optometrist to Partnership with Erich Mattei

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Recorded02 Apr 2025

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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.In this episode of The Optometry Money Podcast, host Evon Mendrin welcomes back Erich Mattei of Akrinos for a follow-up conversation focused on creating a pathway for associate doctors to become partners in your optometry practice.Whether you're an owner thinking about bringing on a partner or an associate doctor aiming to own part of a practice, this episode unpacks the key considerations you need to know.In this episode, you'll learn:The motivations for bringing on a partner (succession planning, growth, and shared leadership)Why starting the conversation early is critical for practice ownersWhat owners should look for in a future partner beyond clinical skillsHow modernizing business operations can make ownership more attractiveThe essentials of structuring a partnership: timelines, financing options, and compensationLegal documents you must have when structuring partnerships and exitsFinal tips for owners and associates to create win-win opportunitiesResources Mentioned:Ep 124: Scaling and Freedom – When, Why, and How to Add an Associate Optometrist with Erich MatteiWomen in Optometry: Guiding the Future: Doctor’s Transition Plan Begins to Take ShapeLearn more about Akrinos: Akrinos WebsiteEyes on the Money Weekly Newsletter - Get 2025's Most Important NumbersThe Partnership Charter by David GageThe 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.

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