Category Archives: Financial Planning & Wealth Building

  It’s graduation season once again. During this time of year, thousands of college students walk down the aisle to receive their diploma, and celebrate their accomplishment of acquiring their degree of study. In 2015, the number of medical school … Continue reading

Posted in Buying, Selling & Partnering, Financial Planning & Wealth Building, Financial Topics, Loans & Financing, Medical Practices, Optometry Practices, Veterinary Practices | Comments Off on Out of the Classroom and into the Boss’s Chair: How Graduates Can Start Their Own Practice

Visit us at the California Optometric Association Monterey Fall Symposium.  We will be exhibiting Friday, November 7, 2014 through Saturday, November 8, 2014.  Scott Daniels will speaking Friday evening about successful transitions and partnerships.  For more contact coavision.org http://www.coavision.org/i4a/pages/index.cfm?pageid=3290  

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Appraisals?   Why do I need one and what to look for… Everybody wants to know the value of their practice (“business”) or their home, stocks and any other high priced asset.   Appraising requires care and an understanding of the purpose, … Continue reading

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Exit Planning: Don’t get caught short by the Four D’s By Alissa Wald, O.D. and Scott Daniels  They say getting old stinks, but then again the alternative isn’t acceptable. Stopping the aging process — well we know what that means … Continue reading

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 Purchases and Partnership Practice Transitions Knowing your Professional Resources  Buying a practice or purchasing into a partnership can seem like a daunting task.  You’ve spent years learning how to diagnose patients but never learned how to become a partner or … Continue reading

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SHOULD YOU REDUCE RISK EXPOSURE AS YOU GET OLDER? A study suggests the “conventional wisdom” may be flawed. Presented by Dr. Gary Ackerman on via Practice Concepts. I thought this was a thoughtful article about investing as we get older.  … Continue reading

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Here’s an interesting and helpful article I wanted to pass along.Debt_Article_JPcash_flow_HALF_PAGE 2012 final Scott

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A recent report shows an overal increase in optical business confidence from November to December. It also reports that 2011 was stronger than 2010.  And 2012 is looking positive as well.  Contact us if you are looking for ways to … Continue reading

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We recently purchased an office with several partners and within the first 2 months found money to save.  We renegotiated phone service  — that alone save over a hundred dollars.  We even brought in a cleaning service and still had … Continue reading

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When you purchase assets like a public stock, treasuries or gold with cash it is easy to calculate the return on your investment. Your yield would equal today’s value minus your original cost. Then divide that by the original cost … Continue reading

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