Guide to Due Diligence on Practice Purchases with Erich Mattei

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Recorded22 Mar 2023

Publisherrss.buzzsprout.com ↗

Handlerec:18654785

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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.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 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 [email protected] 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 WebsiteErich Mattei LinkedInThe Optometry Money Podcast Ep. 4: Steps to Launch a Successful Cold StartThe Optometry Money Podcast Ep. 41: Navigating Internal Practice Transitions with Dr. Mick Kling and Craig MoritzThe 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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