Five Goals to Clarify Before a Practice Transition
Define your optometry owner practice transition goals: timing, post-sale role, patient continuity, and buyer fit before exploring a transition.
Optometry Practice Transition Guides
Evidence-backed planning guides for independent optometry owners considering succession, continuity, diligence readiness, and their role after a transition.
9 articles
Patient Continuity in an Optometry Practice Transition
Questions optometry owners can use to plan for records, communication, and state-specific review during a practice transition.
Optometry Sale: Staff Communication & Confidentiality
How owners handle optometry practice sale staff communication confidentiality: when to tell your team, what to say, and how to protect continuity.
Owner Dependency Before an Optometry Transition
Guidance on documenting workflows and delegating operations before an optometry practice transition.
Optometry Practice Records Before Diligence: A Guide
A practical guide to organizing optometry practice records before diligence, including asset records, valuation questions, and patient-record considerations.
Optometry Practice Transition Timeline for Owners
See how an optometry practice transition timeline unfolds stage by stage, from early goal-setting to patient notice, so you can plan on your terms.
Optometry Practice Post Sale Role Options for Owners
Compare optometry practice post sale role options, from full exit to associate work, and see how each choice shapes timing, continuity, and buyer fit.
The Confidential Optometry Practice Transition Conversation
Questions an optometry practice owner can consider before an early transition conversation.
Optometry Practice Transition Readiness Checklist
A neutral owner-facing checklist for reflecting on optometry practice transition readiness.