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In this episode of Off The Record, Ali sits down with optometry consultant Erich H. Mattei to break down what doctors need to understand before acquiring, starting, or growing an optometry practice.
Erich shares insight from years of advising optometrists on practice acquisitions, cold starts, and operational strategy. Together, they discuss how private equity has impacted valuations, what buyers should focus on during due diligence, and why understanding financial benchmarks and patient flow is critical before making a major investment.
The conversation also explores the strategic differences between buying an existing practice and starting from scratch, how location decisions should align with long-term vision, and why mission, vision, and purpose are foundational to building a successful and sustainable practice.
Whether you are evaluating your first acquisition, considering a cold start, or looking to grow your practice strategically, this episode provides practical insight into the financial, operational, and advisory decisions that shape long-term success.
What You’ll Learn:
• How private equity is influencing optometry practice valuations
• The key financial and operational metrics every buyer must evaluate
• Cold start vs. acquisition and how to decide which path is right
• Why mission, vision, and purpose are essential for practice success
• How to build a strong business plan before investing in growth
• The operational changes required after acquiring a practice
• Why choosing the right advisor can impact your long-term success
• Strategic considerations when selecting practice location
🎧 This episode is now live on YouTube, Spotify, and Apple Podcasts.
If you are an optometrist exploring practice ownership, evaluating an acquisition, or planning your next step and want guidance on legal, HR, or strategic considerations, you can schedule a complimentary consultation with Ali:
👉 https://www.dmcounsel.com/contact
