About this episode

This episode begins a series on planning for the sale of your practice, focusing on essential questions to consider before a sale.

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary Most practice owners spend close to two decades building their business — and too often only a few months planning how they exit it. That imbalance shows up in the outcomes. This episode kicks off a new series on planning for the sale of your practice, built around five questions worth answering long before a sale shows up on your calendar. We start with the first and most ...

People in this episode

Host: Evon Mendrin CFP®, CSLP®

Topics covered

• practice exit planning
• retirement
• business sale
• financial planning
• optometry

More episodes of The Optometry Money Podcast

• (Rewind) Implementing a Strategic Planning Week To Level Up Your Optometry Practice with Dr. Chad Fleming · July 16, 2026 · 43 min
• Mid-Year Tax Check-In: 4 Questions Every Optometrist Should Be Asking · July 10, 2026 · 29 min
• Finding the Bottlenecks Limiting Your Practice's Capacity with Kerry Reeves, OD · June 24, 2026 · 55 min

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